Primary Role:
The Account Manager is responsible for managing and supporting a designated block of accounts. Through strategic collaboration, this position is key to the proactive execution and delivery of results positively impacting the client experience. This role is responsible, accountable, inclusive and understands individual daily actions make an impact on overall success.
Key Accountabilities:
Handle day-to-day account management responsibilities in a proactive and timely manner ensuring client needs are met
Collaborate with internal team members to deliver an exceptional client experience
Coordinate client meeting logistics throughout the year and document notes/actionable items
Accountable for the preparation of materials, presentations, reports and other identified deliverables for client meetings
Facilitate service level requests to the Solutions Team clearly and effectively
Manage policy renewals
Initiate proactive renewal review
Establish and maintain renewal timelines
Assist with renewal negotiation
Ensure consistent and thorough delivery
Create financial analysis spreadsheets to clearly and accurately compare benefit options
Request and prepare quoted benefit options from carriers
Where applicable, request, review, and deliver plan level reporting data to appropriate contacts on a monthly, quarterly, and annual basis as required
Track and effectively document workflow via CRM policies, activities, and case management
Stay current on industry standards, trends, and products
Build and maintain carrier relationships with an understanding of current product portfolios
Act as a liaison for the client/carrier relationship
Assist with monitoring plans to ensure compliance with federal and state laws including but not limited to HIPAA, ERISA, COBRA, FMLA and the Affordable Care Act
Competencies
Collaboration Skills
Relationship Building
Initiative
Learning Agility
Analytical/ Problem Solving
Time Management Skills
Personal Effectiveness/Credibility
Inquisitive – Natural Curiosity
Qualifications
Bachelor’s degree in business-related field preferred, and/or equivalent experience
3-5 years of work experience with proven benefits knowledge
A self-starter with initiative and strong customer/client orientation; ability to facilitate discussions to resolve issues, obtain consensus, and drive to conclusion
Knowledge of and familiarity with current Health, Life, Dental, Vision, Long Term Disability (LTD), Short Term Disability (STD) and additional ancillary products
Knowledge of and familiarity with federal and state benefit regulations
Must have a high level of organization, emphasis on multi-tasking, and ability to manage multiple projects on a simultaneous basis
Must have high degree of respect for confidentiality
Ability to earn and maintain client trust along with excellent relationship management skills
Ability to work collaboratively and effectively as part of a team
Ability to run and/or participate in an effective meeting, using listening, reasoning and articulate communication skills
Must hold (or is actively pursuing) professional designation and must hold State insurance license
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, mobile devices – phones/tablets, photocopier, scanners, etc.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms.
Position Type/Expected Hours of Work
Some flexibility in hours is allowed, but the employee must be available during the “core” work hours of 8:30 a.m. to 5:00 p.m. and must work 37.5 hours each week to maintain full-time status.
Travel
This position requires minimal travel - up to 10%. When travel is necessary, it is generally outside of the local area in a range up to 4 hours from headquarters.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
JA Benefits is a client focused benefit consulting firm providing clear, simplified solutions to complex business issues. Our clients come first, and we strive to exceed their expectations on a daily basis. Employee Benefits Advisors take pride in their work, each other, and our clients. They understand we own and drive the client experience; each employee does whatever it takes to build and strengthen our relationships by providing exceptional level service and support to colleagues, our clients, and their employees.
JA Benefits, LLC is an equal opportunity employer. As a privately held company, we offer a competitive compensation and benefits package reflecting our commitment to attracting and retaining great individuals. The benefit package includes health, dental and vision coverage, employer-paid short-term and long-term disability, and basic life insurance as well as 401(k) with match.