Employee Benefits Senior Account Manager
Summary:
The primary focus of a Senior Account Manager is on developing and enhancing client relationships through insurance knowledge, professional communication skills, leadership, mentorship and workflow planning.
The Senior Account Manager is expected to lead and conduct client meetings in addition to supporting the sales team in servicing accounts.
Essential Functions and
Responsibilities:
Act as a lead among the assigned practice group to ensure workflow planning and effective utilization of team resources.
Lead service on assigned book(s) of business by managing internal resources and delegating work as appropriate.
Respond promptly and accurately to clients' service needs.
Build and maintain strong relationships with clients and carriers.
Maintain insurance knowledge and expertise.
Client Management/ServiceResponsibility or Duty:
Conduct various client facing meetings.
These meetings include employee meetings, compliance audits, wellness/coverage reviews, and renewal meetings.
Cross sell and round out accounts when appropriate.
Operate in partnership with Account Executive (i.
e.
may lead on decisions for renewals, but on larger accounts, collaborate with Account Executive on coverage terms).
Assist with or lead on renewal negotiations.
Provide client services relating to assigned book of business, including but not limited to responding to client problems relating to questions on policies, coverages, claims and accounting/billing.
Meet with Account Executive(s) on a regular basis to discuss workload, appointments, and weekly goals.
Provide coverage review as needed.
Proactively work the renewal cycle on all lines of business.
Order and process client requests for policy changes, and perform any follow-up work.
Prepare binders, and other related insurance documents required by clients.
Lead in claims resolution in partnership with carriers and clients.
Identify claims trends and make recommendations on ways to minimize plan costs based on claims and utilization data.
Create general correspondence to clients and related interests.
Process special functions as needed by the client.
These duties may include assisting with stewardship reports and researching coverage options or plan benchmarking.
Handle carrier inquiries as necessary.
Meet with assigned clients when necessary.
This may involve traveling to a client's place of business to gather policy information or deliver items of urgency.
Review and monitor daily follow-up activities.
Service LeadershipResponsibility or Duty:
Lead on proactive solutions to make recommendations for best practices, renewals, team cohesion, and managing or resolving conflict.
Bring solutions to the table to AE or Management when opportunities arise to 'do things better.
' Mentor less experienced staff to incorporate them into the team and functions of the franchise.
Act as liaison between Account Executive and service team to ensure clients' expectations are being met through effective communication and workload sharing.
Lead service workflows (prepare agendas, lead discussion, recommend course of action, document follow up, and ensure completion of items).
Share related department and practice group information with the service team (i.
e.
audit scores, etc.
).
Participate in department and agency meetings (i.
e.
planning and information sharing, etc.
) to represent the service team as necessary.
Act as a technical expert and assist others with various questions.
MarketingResponsibility or Duty:
Work with clients to understand benefits insurance needs.
Research carrier and coverage options to formulate successful coverage for the client.
Negotiate with carriers directly on coverage options and pricing.
Use discretion and judgement to select coverage combinations to present to the clients.
Prepare proposals for new and renewal business, meeting deadlines relating to appointments and policy expirations.
Initiate and assist in cross selling by offering additional coverages to clients and referring clients to other sales areas of the organization (M3 Financial, Employee Benefits, Property & Casualty, Individual lines (Commercial and Medicare).
Other Responsibilities and AuthoritiesResponsibility or Duty:
Organize and prioritize workflow pertaining to assigned book of business for franchise team.
Participate and/or lead meetings and assist in the development of new procedures to help streamline workflow and efficiency.
Understand agency policy and procedures, client service standards, and comply with Employee Manual and Office Manual & Procedure Guide.
Maintain professional skills with continuing education for further development and understanding of property/casualty insurance agency system.
Comply with company binding authority guidelines.
Maintain efficient and positive relationships with AEs, other agency staff, clients and carriers.
Perform other duties as assigned.
Recommended Skills Agenda Development Auditing Billing Claim Processing Coaching And Mentoring Communication Estimated Salary: $20 to $28 per hour based on qualifications.
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