Account Manager - Section 125

Description

The Account Manager serves as the main point of contact for assigned Section 125 employer clients for strategic and operational initiatives, performs all necessary renewal and service activities to retain new and existing clients, reviews and presents renewal material, and assists in developing alternate benefit designs as needed. This role also delivers training and ongoing support to clients to understand products and plans.

You’ll love this position if you’re…

• An advocate - you will communicate with our clients, providing responsive and considerate support for their needs
• A coach – you will train and educate clients on our products and provide consultation and guidance as needed
• A subject matter expert – you will be trained on the details of our products so you’re able to effectively relay solutions to our clients
• A collaborator – you will partner with the decision makers from our employer clients to provide consultative account management services, as well as working with internal team members to solve issues and complete key projects

Regular Responsibilities Include

• Implementing a regular contact strategy to establish and build rapport with current employer clients, including payroll administrators and business managers for the school district.
• Learning the business needs of the client to serve as an advocate, providing exceptional customer service and handling all client needs, regardless of product.
• Providing operational expertise, share industry and organizational best practices, and troubleshoot complex situations.
• Acting as a liaison between the client and vendor(s) to resolve service issues timely.
• Demonstrating high level knowledge of group and Supplemental products offered by the Company and coordinate with the appropriate point of contact for complex situations and policy guidelines.
• Understanding billing for payroll deducted products, including group products, both within and outside Section 125 plans, Supplemental products, 403(b) plans, individual life plans, auto and home products to answer in depth questions and provide guidance to clients.
• Seamlessly implementing new clients, coordinate transition from current provider, complete service agreements, facilitate enrollment, ensure policies are issued timely, oversee billing setup accuracy for products and service fees.
• Applying independent thinking, creative resolutions, and on-the-spot decisions to assure client satisfaction and ease of doing business.
• Continually improving efficiency, increase growth in new groups, and reduce expenses.

 Preferred Qualifications

• 5+ years of account management experience with proven track record of excellent client service.
• Expertise in benefit administration programs, including Section 125, flexible spending accounts, HSA accounts, voluntary benefit programs, and benefit administration enrollment systems.
• Insurance industry or Third-party administration experience preferred.
• MS Excel skills highly preferred
• CRM experience highly preferred
• High School diploma required; Bachelor’s Degree preferred.

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