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Account Manager-SEAMGR - Huntington Station, United States - Money Fit by DRS
Description
About Patriot :
Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States.
We are committed to working with like-minded individuals that share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.
Our collaborative model delivers resources and strategic support to its agencies, whose leaders continue to operate with a high degree of autonomy in their local markets.
Patriot's unique equity model creates alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated associates.
With 100+ offices in 23 states and more than 1,700 professionals, Patriot is a top 60 U.S privately held insurance agency that ranks in the top-20 amongst privately held employee benefits agencies.
About Premier Benefit Plans :
Founded in 1995 on Long Island, Premier Benefit Plans, is a strategically focused and service driven employee benefits advisory and brokerage firm.
Our value-oriented approach is based on gaining a clear understanding of client business issues and related goals, then creating an aligned benefits strategy that will achieve relevant objectives.
Our structured account management approach ensures that comprehensive services are delivered proactively.For almost thirty years, we have served our clients, delivering cost effective insurance products while combining exceptional service with creative plan design.
Overview :
As the Account Manager you will ensure delivery of exceptional service to clients and prospects by acting as their primary service contact and actively managing their accounts.
You will work with our Producers and Group Benefits Manager to ensure overall client satisfaction on all aspects of their employee benefit offerings and manage their day-to-day issues.
This is a full time position reporting to our office in Melville, NY.Primary Job Responsibilities :
Helps client articulate their longterm benefit goals and develops a strategic plan to achieve them. Becomes a partner with each client.
Handles all communication with the employer.
Strategically plans and executes plan renewals and drives the renewal timeline with the Producers and Group Benefits Manager. Anticipates concerns developing from the renewal process.
Assists with renewal negotiations with the carriers, renewal plan selection and other renewal functions as needed.
Assesses cross selling opportunities with all clients. Adds value through presenting additional options for their benefits package including voluntary benefits. Works with Producers and Group Benefits Manager to determine what additional lines should be quoted at renewal.
Ensures that the implementation and transition processes for all carrier changes are handled smoothly with minimal disruption. Communicates and documents major issues and changes. Responsible for the renewal checklist and meets with the Producers and Group Benefits Manager to discuss the renewal timeline.
May conduct employer presentations (phone/webinar/in person) in a consultative, logical, professional and informative manner. Assesses clients understanding and attitude during meetings and presentations and adjusts accordingly. Encourages feedback from the client.
Conducts employee meetings/webinars if requested. Works with client to develop employee communication materials.
Effectively addresses client problems and day to day issues.
Assesses the nature of a problem quickly, understands thoroughly the expectations of the client, consistently meets those expectations through viable solutions, and does so in a timely manner.
Acts proactively when a potential problem is discovered. Assists client with any escalatedemployee issues.Enters notes in CRM system after all meetings, contacts and ensures that follow up issues are handled timely and communicated to client.
Keeps team informed and communicates thoroughly and clearly with all team members concerning client issues, renewals, and proactive work. Positively influences the team members and mediates concerns, offers encouragement and praise, promotes engagement, and builds good working relationships. Ensures team is following timeline.Supplies training for groups, including new HR personnel, on Premier Benefit Plans services.
Requirements :
Minimum of 3 years prior, relevant experience
Must be proficient in Microsoft Office Suite of applications
NY Life and Health license preferred but not required
WHY PATRIOT?
Patriot offers the opportunity to be a part of a fast-growing company at its inception.
We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.
In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners.
Employees are eligible for benefits coverage the first of the month following 30 days of employment.We offer:
Medical, Dental, and Vision Benefits
Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
Company paid Short-Term Disability, Long-Term Disability and Group Term Life
Company paid Employee Assistance Program
Paid Parental Leave
Paid holidays
Personalized PTO
401 (k)
^Salary Range :
$70,000 - $90,000 depending on experience
^A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.
Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace.
We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training.
Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at.
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