Job Description

This position serves as the primary service contact for the client and is responsible for a high degree of client satisfaction. The Account Manager is expected to consistently provide excellent customer service to assigned accounts, as well as, communicate client needs and goals within the organization to ensure quality is delivered and timelines are met. The Account Manager will manage an assigned book of business comprised of clients who are low to moderate in complexity.

The Account Manager will be responsible for the following activities and other duties as assigned:

• Work closely with Account Executive(s) to strategize and problem solve, keeping the AE abreast of any and all concerns or issues clients may be having, in a timely manner. Communications to stakeholders will identify problems, summarize issues succinctly and develop strategic solutions in conjunction with AE.
• Assist Sales team throughout the year with implementation of Account Renewal Tasks, including but not limited to: prep of renewal presentation materials, tracking of important due dates and completion of internal & external paperwork etc.
• Ensure accurate and timely responses occur between all internal and external parties. Monitor deliverables to ensure internal and external commitments are being met by deadlines.
• Expected to attend client meetings on site at their location(s), as needed and as determined by the AE. On occasion, overnight travel may be required. Schedule meetings and participate in client meetings, presentations and service calls as needed, running calls and taking notes or making preparations, as needed.
• Train new clients and staff on JCB systems and processes
• Manage client files for accuracy, completeness and compliance.
• Prepare and/or review instructional flyers, client specific website language and various other insurance documents for accuracy. An understanding of medical insurance terminology is preferred.
• Coordinate details of annual client account set up and administration of account throughout the year.
• Assist clients with general questions and concerns throughout the year regarding benefit policies, best practices etc.
• Handle and resolve escalated customer service calls from students.
• Interacts/touches base with each assigned client via phone and/or email at least once per month.
• Other duties as assigned.

EXPERIENCE:

• The ideal candidate for the Account Manager role will have:
• Valid Health and Life insurance license
• 3+ years of Employee Benefits experience (carrier or broker), with some student insurance experience a plus
• Detailed knowledge of health benefits insurance products and terminology
• Working knowledge of mathematical calculations to compute rates, ratios and percentages and read loss reports.
• Excellent business writing and verbal skills
• The ability to manage & prioritize numerous simultaneous projects in a dynamic and fast-paced environment with frequent workload changes and competing demands
• Ability to analyze information, problems, situations, practices or procedures to define the problem and objective, identify relevant concerns, factors and patterns, recognize alternatives and implications and formulate conclusions.
• Very organized with great attention to detail and proof reading skills.
• A passion for customer service related work - consistently meet high internal & external service standards
• Work independently and follow through on assignments with minimal direction. Take action when answers to a problem are not readily apparent in equivocal circumstances.
• Appreciation for administrative work.
• Intermediate Microsoft skills. (Word, Excel, Outlook)

Company Description

We are a fast paced, growing insurance brokerage firm. The right candidate will be a good person who enjoys working hard in a fast paced, entrepreneurial environment while having a little fun.