Full-Time Account Manager
Job Description
GENERAL INFORMATION
This position is a salary, exempt, and full-time position that reports to the Senior Manager of Client Services. This role will be a hybrid remote schedule with three days in the Seattle office and two days working remote
WHAT YOU’LL BE DOING:
- Serve as the primary contact for Advanced Professional Managed Services clients and their supported books of business.
- Manage client project plans and leading client calls for small groups.
- Assist with client meeting deliverables and actively participate in the meetings.
- Supporting operational relationships with carriers, third-party administrators, and other stakeholders.
- Manage the annual client calendar including renewal and marketing processes for small group clients.
- Assist in managing wholesale account and retail account client renewal cycles.
- Conduct small group client open enrollment meetings.
- Manage escalated and complex small group client issues with minimal guidance.
- Manage product and carrier implementations.
- Coordinate the management of client technology solutions alongside the EB Technology team and have basic knowledge of systems.
- Review and contribute to small group client communications.
- Responsible for staying abreast of latest compliance and benefit trends.
- Conduct final review to ensure accuracy of compliance deliverables (5500s, SPD Wraps, annual notices, ACA, etc.).
- Review and oversee outsourced tasks before distribution to the client.
- Build relationships with small group (2-100 lives) clients and carrier partners.
- Assisting the team as needed, especially during the renewal seasons.
- Other tasks, duties or special projects as assigned.
WHAT YOU BRING TO THE TABLE:
- Excellent communication skills: written, public speaking and presentation preparation.
- Critical thinking of current processes for improvement or rebuild.
- Excellent customer service skills, professionalism, and tact.
- Proficient knowledge and use of Microsoft Office and advance complexities of features.
- Ability to be resourceful, take initiative, solve problems, and offer solutions.
- Works well with others in a fast-paced environment and be responsive to co-workers and colleagues. Ability to train, delegate, provide oversight and give feedback.
- Adaptability and flexibility to address issues and respond to client needs.
- Excellent time management skills and ability to manage competing priorities and high volumes.
- Ability to learn and adopt use of technology systems and software applications.
- Ability to multi-task, understand urgency and deal with changing priorities and deadlines.
- Proficient at project planning and management.
- Ability to forge relationships and build trust with clients, carriers, and internal stakeholders.
EDUCATION AND EXPERIENCE:
- Minimum of 3-5 years of work experience.
- Benefits experience required.
- Independently manage accounts and support complex accounts with guidance from client lead.
- Strong understanding of industry knowledge and the ability to analyze data.
CERTIFICATES, LICENSES, REGISTRATION:
- CA Department of Insurance Life License (required or completed within 1 month of start date).
ca*****@ne******.com
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How to Apply
Please apply by visiting https://jobs.lever.co/newfrontinsurance/62109eaf-4a24-4f48-a49a-394ada6ad266?lever-origin=applied&lever-source%5B%5D=PINK113 total views, 0 today