Account Manager - Deerfield, United States - Bernard & Company

Bernard & Company Deerfield, United States

3 weeks ago

Description

As an Account Manager - Employee Benefits, you will coordinate the placement and service of employee benefits for clients. This position is client-facing and requires knowledge of benefits insurance services, HR administrative functions, and plan design.

Responsibilities:
Work with producers and staff to onboard new business and complete renewal processes
Maintain complete client files with clear documentation of account detail in agency management systems, including policy information, activities, correspondence, and attachments
Work with producers and other internal departments to develop and carry out service strategy for each client
Assist in RFP process
Compare carrier proposals and provide a summary of programs and options designed to guide clients through making decisions about insurance programs
Create and deliver Open Enrollment and New Hire presentations
Remain current on carrier plans and programs, legislation, and industry trends
Follow client service workflows, engage internal resources, and escalate as necessary
Respond to client inquiries via multiple channels of communication such as phone, email, and in-person meetings
Provide exemplary service and support for internal and external clients (including claims, billing, enrollment, and benefit inquiries)
Develop and maintain positive relationships by collaborating with coworkers and insurance carriers

Qualifications:

3-5+ years of experience in employee benefits, insurance industry
Experience in a client facing role, sales or account management
Knowledge of medical, dental, vision, and ancillary benefits
Microsoft Office experience required (Excel, Word, PowerPoint)
HRIS system familiarity is a plus
Strong communication & organization skills
Detail-oriented and have a sense of urgency

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