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    Senior Account Manager - Tulsa, United States - Summit Financial Group, Inc.

    Summit Financial Group, Inc.
    Summit Financial Group, Inc. Tulsa, United States

    2 weeks ago

    Default job background
    Description

    JOB SUMMARY/ORGANIZATIONAL IMPACT:

    The Senior Benefits Account Manager ("SBAM") reports directly to the President, Benefits and provides support to Summit salespeople and independent producers. The primary focus of this position is to retain clients by providing outstanding account management and customer service to existing clients, and new clients after sales are closed. The SBAM will work directly with benefits marketing staff and oversee benefits implementation and renewal processes. This job requires in-depth understanding and proficiency related to self-funded medical plans as well as benefits consulting. The SBAM specializes in advanced subject matter expertise related to employee benefits, make certain the clients' needs are met, and must be willing to assume the full responsibility of client retention. The SBAM candidate will be assigned accounts ranging from 100 employees to 3,000+ employees. Thus, the SBAM candidate must have a proven history and record of success in this marketplace.

    RESPONSIBILITIES/ ESSENTIAL FUNCTIONS:

    • Operate as the lead point of contact and relationship manager for all matters specific to assigned clients, and provide support on prospects
    • Coordinate timelines and deadlines with Producers, clients/ prospects, and marketing specialists for all presentations and plan updates.
    • Collaborate with marketing specialists to develop the request for proposal, evaluate proposals, and determine what plan options to present to clients/ prospects
    • Conduct enrollment and/ or education meetings and plan reviews. Inform producer of any changes within client base such as personnel changes and new acquisitions
    • Contact clients proactively with courtesy calls/ emails to ensure plan is running smoothly and address any questions. Send out updates regarding industry, carrier, legislative, newsletters, and invitations to seminars
    • Coordinate with Marketing Specialist to prepare enrollment and plan communication materials, such as benefit trifold, notices, benefit guide, etc., collect and complete enrollment and plan change documentation based on employer's renewal decisions, and finalize a successful implementation process
    • Continuously stay abreast of insurance products, plans, representative and insurance regulations changes through industry communications, meetings, webinars and continuing education
    • Communicate feedback with carriers and maintain a good relationship with them to facilitate continued cooperation
    • Report and record all activity and correspondence with associates, clients and prospects through the CRM system for review by President and leadership; maintain client file management and records including updating records in CRM in a timely manner
    • Mentor and educate less experienced team member who shall be assigned.
    • Perform related responsibilities and general administrative duties as required or assigned

    EXPERIENCE:

    • 5 years of relevant job-related experience required.
    • Previous experience in insurance and healthcare industries required.
    • Experience using Microsoft Office 365; Outlook, OneDrive, SharePoint and in-depth understanding of Microsoft Excel preferred.

    EDUCATION REQUIRED:

    • Bachelor's degree required

    CERTIFICATIONS/LICENSES:

    • Appropriate State Group Life, Accident, and Health License required.
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