Located in Dallas, TX
Pay: 60k-70k
Job Full Description
JOB SUMMARY AND PURPOSE:
The Account Manager directly supports the Company and our clients during the sales / renewal phase of business; then once the account is acquired, either assumes complete responsibility of an account or acts in a support role as needed. The goal is to always maintain an extremely positive, painless relationship between our clients and their chosen benefit vendors. This is the account manager’s main responsibility.
ESSENTIAL DUTIES / PERFORMANCE PROFILE:
- Develop and maintain effective working relationships in liaison role with insurance company service partner contacts (such as underwriters, sales and service representatives) and client contacts.
- Act as liaison between client and benefit providers in order to resolve billing, claims, eligibility, COBRA and other various employee or customer service problems as they arise
- Manage installation and renewal processes year after year with clients
- Proficiently know marketplace, carriers, underwriting requirements & the
benefits/services they offer.
- Participate in seminars and classes for skill and knowledge development.
- Quality check of applications, claims processing and audit enrollment applications
- Preparing and obtaining employee enrollment materials and present employee benefits via webinars, benefit fairs, face-to-face enrollment meetings
- Help client employees enroll / waive benefits at open enrollment as needed
- Assist in the communication of benefits in enrollment meetings, webinars with client and insurance companies.
- Act as liaison between client and insurance companies in order to independently resolve all service problems. Specifically, assist the client in resolving billing, claim, eligibility, COBRA and customer service problems.
- Independently manage with input from team employee benefit compliance binders, enrollment kits, enrollment forms, letters, and checklists as needed.
- Preparing and insuring accuracy on audits, census data and quoting.
- Make regular service/relationship calls and visits to clients.
- Preparation of reports deemed necessary by the team leader, CEO and/or client.
- Keep all information on accounts accurate and up to date in CRM.
- Provide guidance / assistance to other team members who are junior as needed
- Keep other team members aware of issues / concerns for any clients who are experiencing any significant issues
QUALIFICATIONS AND JOB SKILLS:
To perform this job successfully, an individual must be able to perform each essential
duty satisfactorily. The requirements listed below are representative of the knowledge,
skill and/or ability required.
- Bachelor’s degree (preferred). High School diploma or equivalent is required with a minimum of five years related industry experience and/or training.
- Thorough knowledge or ability to learn Employee Benefits insurance. Ability to read, analyze and interpret industry policies and contract documents. Ability to respond to common inquiries or complaints from customers or carriers. Ability to write and prepare proposals for presentation and review. Ability to write professional letters to insured’s, carriers, and vendors. Ability to effectively present information to insured’s, carriers, and vendors. Excellent oral and written communication skills, command of the English language; bilingual Spanish a plus. Ability to follow detailed annual renewal process and keep CRM updated on most recent activity / client interactions.
- Ability to apply basic mathematical concepts such as percentages, adding, subtracting, multiplying and division. Ability to apply mathematical operations to required tasks in excel and / or various online systems.
- Ability to define problems, collect data, establish facts, and draw valid conclusions. Should be a curious and natural problem solver.
- Maintain a Life & Health insurance license. HR Certifications a plus.
- Prolonged periods of sitting / standing at a desk and working on a computer.
- Proficient in Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint) Adobe and able to use multiple technology devices.
- Ability to manage logins and work in various internet based systems
- Ability to work in and keep up to date online CRM system
- Ability to perform duties in a high-pressure, fast-paced, always changing environment.
- High degree of critical thinking, organizational and decision-making skills as well as a high degree of initiative and attention to detail.
- Ability to determine work priorities and remain flexible as needs and priorities change.
- Professional telephone skills and etiquette.
- Strong written and verbal communication skills.
- Self-motivated and ability to work independently with limited supervision while at the same time working within a team working towards common goals.
Apply online or at our office:
Express Employment Professionals can help you find the type of job that is a perfect fit for your needs and abilities, and you’ll never pay a fee for our services and support.
Jobs and Staffing Solutions in your community from Express Employment Professionals | Dallas (North), TX
We are located at:
1350 E Arapaho Rd Suite #238
Richardson, TX 75081
972-777-6352
Monday-Thursday 9am-11am, 1p-3p
Friday 9am-12pm
Dallas (North), TX
3372
1350 E. Arapaho Rd
Suite 238
Richardson, TX 75081
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