Account Manager - Deerfield, United States - Bernard & Co

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 benefits plan design.


Qualifications:

• 35+ 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
• Detailoriented and have a sense of urgency

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
• 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

Pay:
$70, $110,000.00 per year


Benefits:

• 401(k)
• 401(k)

matching

• Dental insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Health savings account
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

Experience level:

• 2 years
• 3 years
• 4 years
• 5 years
• 6 years
• 7 years

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus opportunities
• Performance bonus
• Retention bonus

Travel requirement:

• No travel

Ability to Relocate:

• Deerfield, IL 60015: Relocate before starting work (required)

Work Location:
Hybrid remote in Deerfield, IL 60015