- Perform client service functions in a timely, courteous and professional manner on a day-to-day basis, which includes responding to client questions, researching/investigating benefit issues and problem solving as required
- Manages employee benefits book of business and builds, expands and solidifies relationships with existing clients
- Leads appropriate resources to address the clients risk/managements needs
- Responsible for maintaining accurate client demographic and contact information in company database (Zywave)
- Secures/retains existing and prospective business and drives the sale of additional services and coverage levels.
- Cultivates relationships with HR Managers and day-to-day client representatives (C level executives and business owners)
- Assists clients with complex issues that have escalated including, but not limited to claims
- Keeps clients informed on regulatory requirements under PPACA along with COBRA, FMLA, ERISA and HIPAA, etc.
- Communicate in a timely and professional manner with clients, co-workers, and carriers
- Manage renewal of existing business and implementation of new business, which includes collecting information from the client/prospect, reviewing quotes, drafting/coordinating administrative paperwork and applications, ordering/preparing employee packets, reviewing contracts, policies, and booklets for accuracy
- Conduct open enrollment employee meetings and/or employee education throughout the year as needed
- Assists with creating meetings agendas, timelines, and other client meeting documents
- Coordinate and maintain company licensing and carrier appointments, as necessary
- Other special projects and challenges as they present themselves
- Previous experience in employee benefits account management
- Working knowledge of compliance and the Affordable Care Act (Health Care Reform)
- Ability to work independently without supervision
- Analytical and organizational skills with attention to detail
- Strong written and verbal skills
- Ability to work well under pressure
- Strong, clear written and verbal communication skills, plus good interpersonal skills including a collaborative approach to problem-solving and pro-active attention to the impact that financial decision may have on clients
- Working knowledge of Microsoft Office and ZyWave (Agency Management system) as well as all systems at LaSalle Benefits
- Effective time management skills and ability to multi-task
- Other challenges and projects as necessary
- Licensed in Life and Health insurance
- College degree or equivalent or other professional designation or experience
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Description
Job Description
Job DescriptionLaSalle Benefits Account Manager Benefits Job Description
The successful candidate will be responsible for performing a variety of day-to-day duties to manage accounts primarily in the small group segment ATNE); these duties can include, but not limited to: coordinating work with the producer, responding to direct inquiries or requests for information from clients and carriers, marketing clients and prospects RFP (request for proposal) benefits program, along with generating formal reports.
Lasalle Benefits mission is to provide exceptional service and advice to our clients while maintaining the highest degree of integrity in the areas of employee benefits, risk management, and personal strategic planning. This is a meaningful and challenging opportunity for the right individual to join a prominent insurance brokerage.
Essential Duties and Responsibilities
Reporting and Supervisory Responsibilities
This position reports to the Vice President of LaSalle Benefits.
Qualifications
LaSalle Benefits Account Manager Benefits Job Description
Salary & Benefits
Compensation is commensurate with experience. Comprehensive benefits package includes health, dental, life, short and long term disability, flexible spending account, and 401(k).
