- Retention of existing clients and assistance with the onboarding of new clients.
- Provides exceptional service to HNI clients while ensuring they receive services that align with their strategic goals.
- Acts as a mentor for HNI Account Associates as they work together on client objectives
- Responsible for the maintenance of client information ensuring that service standards are met and compliance is ensured
- Leverages the knowledge of clients' coverage and programs with their own expertise in client services and insurance administration for the benefit of the client and other team members.
- Serves as a subject matter expert on HNI products, capabilities and services offered
- Supports the client benefit communication needs including wellness programs and benefit enrollment meetings.
- Supports the Service teams' overall operations and customer service delivery
- Supports the development of client renewal strategies and ensures successful execution by the service team.
- Develops and maintains a positive working relationship with team members and clients
- Corresponds with clients, prospects and company representatives in a professional manner
- Cultivates a team environment that promotes professionalism and encourages others to excel
- Proactively works towards achieving agency and team goals.
- Maintains a positive attitude and show enthusiasm toward job accountabilities and objectives
- Performs work activities in an accurate manner and with the proper sense of urgency
- Stays up to date on new insurance developments to enhance professional working knowledge and competence
- Proactively seeks knowledge of and uses the resources/tools available
- Pursue continued development both professionally and emotionally within the work environment
- Acts as a catalyst for change within the company to ensure positive procedures and systems within the service teams and positive results for our clients
- Performs Account Manager duties listed above consistently at a high-level in addition to taking on duties outside of the aforementioned role through the performance of a number of Account Executive duties on a consistent basis.
- Demonstrated knowledge and proven efficiency of workflows, insurance processing and HNI's core deliverables
- Actively participates in project teams, effectively going outside of the the role.
- Acts as a leader and mentor for other members of the service teams by setting an example and living out HNI's core values
- OR
- Effectively fulfills Account Executive responsibilities on select clients
- Compiles effective executive summaries for progress reports
- Negotiates rates with underwriters
- Performs Account rounding and/or referrals
- Actively participates in industry related associations.
- Manages playbook
- Bachelor's Degree in Business or related field of study or equivalent experience required
- Minimum 3 years' experience within an insurance related industry with an emphasis on Self-Funded, Level Funded and Large Group Clients.
- Strong computer skills and a high level of comfort in a virtual work setting
- Strong knowledge of Microsoft Office products
- Excellent verbal and written communication abilities
- Ability to work well on a team
- Strong organizational and multi-tasking abilities
- Current Insurance License in Health and Life for the state in which your HNI office is located
- Ability to work toward additional professional designations
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Employee Benefits Account Manager - Greenfield, United States - ACRISURE
Description
About Acrisure
:Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.
Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.
Job Summary:
The Employee BenefitAccount Manager is the primary day-to-day client champion for the functioning of the benefit plans. They are accountable for acting as a mentor to the HNI service team to uphold exceptional service standards. This position requires deep subject matter expertise in implementation, administration, client services and insurance marketing.
Hybrid work environment available.
Responsibilities:
Professionalism and Integrity:
Development:
Senior Level Duties:
Education, Skill, and Experience:
Licenses and Designations:
#LI-Hybrid
#LI-LC1