- Manage renewal and new business carrier/vendor marketing and analysis.
- Implement all assigned renewals within target timelines.
- Coordinate and present benefit information for open enrollment.
- Create benefit communication materials and presentations.
- Act as primary client point of contact for assigned book of business.
- Document agency management system for client information, plans and documents.
- Lead client service calls.
- Act as the primary backup to Account Executive and Client Advocate.
- Educate, train and mentor service team members and delegate tasks.
- Handle escalated client eligibility, billing and claim requests.
- Attend client meetings, both in person and virtual as needed.
- Maintain high retention of existing clients and client satisfaction.
- Attend internal and external industry related educational meetings and programs.
- Perform other essential duties as assigned.
- Travel locally and nationally as needed.
- Project management skills.
- Execution and follow through.
- Attention to detail, organized, flexible, and ability to multi-task.
- Time-management and prioritization skills.
- Ability to work effectively as part of a team and individually assigned tasks.
- Professional, poised and courteous.
- Assertive, motivated and strong interpersonal skills.
- Patient, empathetic and diplomatic.
- Reliable, committed and a team player.
- Active Life & Health Insurance license.
- A minimum of 3 years account management experience.
- Self-funding experience preferred
- Experience with agency management systems, vendor and carrier systems.
- Experience with Microsoft Outlook, Word, Excel, PowerPoint.
- Excellent verbal, written and communication skills.
- Experience with level and self-funding preferred.
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INSURANCE (Benefits) Account Manager - McLean, United States - SAHOURI INSURANCE & FINANCIAL
Description
Job Description
Job DescriptionSahouri Insurance & Financial is a privately held insurance agency headquartered in the heart of Tyson's Corner. As an all-lines insurance broker, Sahouri Insurance has been serving domestic and international communities with success since 1970.
We offer a wide range of insurance products and risk management services, including Embassies & Diplomatic Missions, Commercial, Life and Disability, Employee Benefits and Private Clients.
Given that the agency is client-focused, customer experience is at the top of its priorities. Sahouri's most valued asset is its people. Finding the right people is vital to providing a great customer service experience. Our human capital is our competitive advantage; it is what truly separates us from what the competition views as the industry standard for customer service.
As the recipients of the GOLD Stevie Award for Best in Customer Service, our standards for providing the best customer experience are extremely high.
We work hard and we have a great time doing it. If you would like to join the Washington Business Journal's "Best Place to Work," apply today.
Job Summary:
The benefits account manager is a client facing position that will manage operations and be the main day to day point of contact for an assigned book of business for the 100+ market. They are responsible for renewal/new business marketing analysis, implementation, open enrollment, client and carrier inquiries and escalated service. This position reports to the Practice Leader of Employee Benefits.
Responsibilities:
Competencies
Qualifications
