- Act as a back-up for the Account Manager when they are out of the office. Client contact will include all methods: electronic, telephonic and on occasion in person.
- Assisting with implementation paperwork when a change in carrier occurs or when a new product is implemented.
- Timely fulfill supply request from clients in preparation of open enrollment and new hire communication. Includes coordination of carrier supplies and reviewing upon receipt for accuracy.
- Request, review, coordinate updates and track client plan documents such as booklets, contracts, SPDs, etc.
- Assist in the preparation of client communication materials including benefit summaries, PowerPoint presentations and any other communication materials that may be needed.
- May be asked to attend a benefits or open enrollment fair to answer employee questions and distribute benefit materials.
- As needed, preparation of materials needed for client meetings including but not limited to carrier contact sheets and team contact sheets.
- Expected to be well versed on all Compliance topics including, but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform. Responsibilities may include preparing Compliance documents upon request.
- As needed, provide resolution support and oversight of employee issues such as enrollment, claim, and billing issues.
- Update and maintain agency management system with client information as needed at renewal and as changes occur.
- Work with Internal Partners, Clients and Carriers to ensure accurate and timely response to all outstanding issues.
- Maintain client files in EPIC in compliance with PSF and IMA standards.
- Other miscellaneous duties as assigned.
- Prior customer service experience and insurance industry knowledge preferred, but not required.
- High School Graduate. College degree preferred, but not required.
- High level of computer literacy including working knowledge of Windows, Excel, Word and PowerPoint.
- Must currently hold life and disability insurance license (or must obtain it within 60 days following date of employment) and retain license by meeting the continuing education requirements.
- Ability to meet production demands.
- Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
- Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts. Ability to work in a team environment.
- Keep informed regarding industry information, new product information, legislation, coverage's and technology to continuously improve knowledge and performance.
- Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.
- Develop and maintain excellent carrier relationships.
- Promote teamwork by sharing experiences, assisting others when help is needed and maintaining a positive and professional attitude.
- Project a professional image in action and appearance.
- Expected to further industry education through insurance courses and inform group department of knowledge gained.
- Strong ability to problem solve, set and meet deadlines, communicate, work under pressure, organize, prioritize, manage multiple tasks and operate in a fast paced environment.
- Refined verbal and written communication skills.
- Good at attention to detail and ability to self-check work.
- Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative and innovative.
- Ability to carry out multiple tasks with both concrete and abstract variables.
- Must be comfortable with internet based programs as well as knowledge of Microsoft office products.
- Business Insurance Magazine Best Places to Work in Insurance
- 2023 Inc. Magazine's Best Workplaces
- 2023 Denver Business Journal's Best Places to Work
- Connecticut TopWork Places
- Inc. 5000's List of Fastest Growing Companies
- Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- Kansas City Business Journal's Best Places to Work
- Charlotte Business Journal's Best Places to Work
- Los Angeles Business Journal's Best Places to Work
- The Salt Lake City Tribune TopWork Places
- Puget Sound Business Journal's Washington's Best Workplaces
- Wichita Business Journal's Best Places to Work, #1 in extra-largecategory
- 2021 Dallas Business Journal's Best Places to Work
- 2021 Alaska Journal of Commerce's Best Workplaces in Alaska
-
Accounting Manager
3 weeks ago
Gordian Software Bellevue, United States[Full Time] Accounting Manager at Gordian Software (United States) | BEAMSTART Jobs · Accounting Manager · Gordian Software United StatesDate Posted31 Oct, 2022Work LocationBellevue, WA, United StatesSalary OfferedNot SpecifiedJob TypeFull TimeExperience Required3+ yearsRemote ...
-
Senior Accounting Manager
3 weeks ago
Infrahire Bellevue, United StatesInfraHire is looking for an Senior Staff Accountant in · Bellevue, WA · The · Senior Accounting Manager · is responsible for managing accounting activities to ensure compliance with generally accepted accounting principles, corporate policies and external audits. This person ...
-
Associate Account Manager
2 days ago
Artech L.L.C. Bellevue, United StatesAssociate Account Manager · Artech is in the process of hiring entry level candidates looking to make a career in IT Staffing. It's a full-time on-the-job training program for Associate Account Manager role in Bellevue, WA · If you have a positive "Go-Getter, Can Do" attitude, a ...
-
Senior Accounting Manager
3 weeks ago
Protingent Bellevue, United StatesJob Description · Position Title: · Senior Accounting Manager · Position Description: · Protingent Staffing has an exciting direct hire Senior Accounting Manager opportunity. · Job Responsibilities: · Prepare monthly financial statements, reporting, reconciliations, related ...
-
Key Account Manager
3 days ago
Govee Bellevue, United StatesJoin Our Team as an Experienced Key Account Manager · Position: Key Account Manager · Location: Bellevue, WA · Type: Full-Time · About Us: · Govee is a leading smart LED lighting company. We have established string partnership with prominent retailers including Walmart, Sam's Cl ...
-
Account Manager
19 hours ago
Seattle Maintenance Services Bellevue, United StatesSeattle Maintenance Services - Immediate Opening for Account Manager We are seeking an Account Manager to join our team You will resolve customer inquiries and offer solutions to drive company revenue.Responsibilities:Manage and train the day shift staff in the buildingBe able to ...
-
Account Manager
2 days ago
Apex Systems Bellevue, United StatesJob#: 7167 · Considering applying for this job Do not delay, scroll down and make your application as soon as possible to avoid missing out. · Job Description: · WHO WE ARE · Apex Systems is a world-class technology services business that incorporates industry insights and ex ...
-
Account Manager
3 weeks ago
Randstad Digital Americas Bellevue, United StatesRandstad is the #1 talent solutions provider in the world. We are a sales organization with a passion for people--Join us · We are investing in our Seattle market and actively hiring B2B tech sales professionals with 2-4 years of experience ready to uplevel their careers · Our te ...
-
Commercial Lines Account Manager
5 days ago
ACRISURE Bellevue, United States Full timeDescription · Acrisure is a fast-growing fintech leader that operates a global insurance broker. The Company has grown from $38 million to $4 billion in revenue since 2013 and deploys the best of Human and High Tech at scale to reimagine financial service product distribution. A ...
-
Washington Area Accounting Manager
3 weeks ago
HDR Bellevue, United StatesAbout Us · At HDR, we specialize in engineering, architecture, environmental and construction services. While we are most well-known for adding beauty and structure to communities through high-performance buildings and smart infrastructure, we provide much more than that. We cre ...
-
Senior Accounting Manager
1 week ago
Protingent Bellevue, United StatesProtingent Staffing has an exciting direct hire Senior Accounting Manager opportunity. Job Responsibilities: Prepare monthly financial statements, reporting, reconciliations, related supporting schedules and intercompany elimination for subsidiaries Accounting Manager, Accounting ...
-
Accounting & Finance Manager
5 days ago
Pikemann LLC Bellevue, United StatesWe are seeking an Accounting & Finance Manager with GAAP accounting experience and audit experience. · Benefits/Perks: · Competitive Pay · Professional Development · Job Stability in a growing industry · ResponsibilitiesOversee accounts payable, expense report processing, an ...
-
Account Manager Trainee
5 days ago
ACG Seattle Bellevue, United StatesWe are thriving as a business consulting and sales firm located in Seattle. Our forward-thinking marketing strategies and innovative sales tactics are what attract our reputable clients to us. Now that our clients are expanding, we are looking for entry level candidates to join o ...
-
Technical Account Manager
1 week ago
Synology Bellevue, United StatesJob Description · Job DescriptionPre-Qualifications · US Work Authorization (Required) · Spanish & English fluency (Required) · College Degree (Bachelors Preferred) · Sales and/or Customer Service Experience: (2+ years Preferred) · Founded in 2000, Synology creates network-at ...
-
Commercial Account Manager
3 weeks ago
IMA Financial Group Bellevue, United StatesWhat You'll Do · Retain current clients. · Analyze client contracts for insurance purposes and negotiate with underwriters, as needed, communicating findings to other Account Team members, as well as client. · Oversee preparation of certificates, as needed, and in accordance with ...
-
Account Manager- Seattle
1 week ago
CMS Bellevue, United StatesOverview: · Account Manager Job Description · The Account Manager is responsible for developing long-term customer relationships and maximizing account penetration and customer retention with contractor and consulting engineer accounts. Promotes CMS products and services by pro ...
-
Technical Account Manager
6 days ago
Clean Power Research Bellevue, United States Full timeWho Are We? · Looking for a job that makes a real difference in our world today and one that you'll be proud of when you look back in 20, 30 or 40 years? This is it. Clean Power Research is advancing the energy transformation through cloud software that informs, streamlines and v ...
-
Vendor Account Manager
3 weeks ago
Chewy Bellevue, United States Full timeOur Opportunity: · Chewy is currently seeking an Account Manager to join our exciting and fast-paced team. We have ambitious plans for a rapidly growing business and are looking for an experienced brand manager to unlock growth for one of our strategic brands. You will focus on ...
-
Associate Account Manager
5 days ago
artechllc Bellevue, United StatesAssociate Account Manager · Artech is in the process of hiring entry level candidates looking to make a career in IT Staffing. Its a full-time on-the-job training program for Associate Account Manager role in Bellevue, WA · If you have a positive Go-Getter, Can Do attitude, a ...
-
Vendor Account Manager
3 weeks ago
Chewy Bellevue, United States**Our Opportunity:** · Chewy is currently seeking an **Account Manager** to join our exciting and fast-paced team. We have ambitious plans for a rapidly growing business and are looking for an experienced brand manager to unlock growth for one of our strategic brands. You will f ...
Benefits Associate Account Manager - Bellevue, United States - IMA Financial Group
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
What You'll Do:
Primary Role: Provide internal support to the Account Management team in providing day to day client service. This position is expected to consistently provide excellent customer service to accounts in a supporting role. This work would include responding to carrier inquiries, contract review, back-up to account management staff when out of the office, employee packet creation, and benefit system updates. The ideal candidate will be an enthusiastic team player with a strong aptitude to follow direction, attention to detail, ability to prioritize work in a fast paced environment under pressure, meet deadlines, and be a strong communicator.
Essential Job Functions:
You Should Have
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
Why Join IMA?
We've built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.