Account Manager

Position Summary:

The Account Manager is primarily responsible for independently managing assigned Employee Benefits of Virginia clients. The manager is expected to make independent decisions relating to client analysis of overage, recommend coverage needs, and suggest new lines of coverage for existing clients. The Account Manager must also be knowledgeable of coverages, carrier guidelines, underwriting, and legislative changes and maintain relationships with clients and carrier representatives. The manager should develop strong relationships with carriers and clients. 

Essential Duties & Responsibilities:

• Build and maintain key client and carrier relationships by phone, email, and in person.
• Execute a comprehensive client service plan for all assigned accounts that address their business needs.
• Market benefit plans to carriers and prepare accurate analyses for the client.
• Build and maintain enrollment systems for the client - Employee Navigator/Ease
• Coordinate internal/external activities to handle new and renewal accounts.
• Monitor and manage the entire renewal process for assigned clients. Coordinate meetings with clients to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
• Manage the implementation process; prepare and deliver all applicable forms to clients.
• Formulate a plan to conduct relationship management meetings and/or visits with assigned clients.
• Proficient in client management system(s), specifically in updating written or renewed policies, logging activities to document client meetings, carrier follow-up, service issues, establishing follow-up dates, and daily managing to follow up in client management system(s). Also, understand how to use the system to acquire information to assist clients.
• Attend seminars, classes, and carrier meetings to learn about new products available for clients and acquire expertise in legislative changes as opportunities arise.
• Other duties and responsibilities as requested by management.

Minimum Qualifications (Knowledge, Skills, and Abilities)

• Virginia Life and Health License
• College degree preferred (High School diploma and equivalent work experience acceptable)
• Minimum three to five years of relevant industry experience.
• Practical knowledge of online enrollment and quote generation software.
• Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite; Strong Excel skills are necessary.
• Excellent communication, oral and written, and problem-solving skills
• Multi-tasking abilities
• Virginia Life and Health License

Physical Demands and Work Environment:

The physical demands described here represent those required for an employee to perform the essential functions of this position successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

While performing the duties of this position, the employee is regularly required to talk or hear. The employee must frequently use hands or fingers and handle or feel objects, tools, or controls. The employee is occasionally required to stand, walk, sit, and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities this position requires include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

Benefits:

• Employee Health Benefits (medical, dental, vision)
• 401(k) Retirement Plan
• Employer-paid Group Life Insurance
• Paid time off
• Paid Bereavement
• Gym membership reimbursement
• Employee Referral Bonus

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