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Senior Account Manager

78% Flex

EXTRA HOLIDAYS - FULLY FLEXIBLE

Remote:

Full Remote

Contract:

Full time

Experience:

Senior (5-10 years)

Work from:

United States

Offer summary

Qualifications:

Bachelor’s degree required., Minimum 7 years experience in Group Insurance., Knowledge of employee benefits such as disability, life insurance, and more., Technical expertise in contracts, claim processes, and vendor capabilities., Active or willing to obtain Life, Accident, and Health License..

Key responsabilities:

Establish strong client relationships and serve as primary contact.
Develop and oversee Requests for Proposal and Information.
Maintain client database with accurate plan information.
Attend client meetings and participate in claim audits.
Identify and resolve client issues effectively.

Brown & Brown Insurance Insurance XLarge https://www.bbinsurance.com/

10001 Employees

See more Brown & Brown Insurance offers

Job description

Your missions

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Our Culture

Culture is meaningful to us. It's in the way we interact with one another and with our clients. We believe in being our authentic selves with one another and have cultivated an approach that is "we" not "I". We honor the commitments that we make to our clients and one another. This is our culture. We actively engage in the communities where we live and encourage our teammates to use Volunteer Time Off and to engage with our Spotlight Charities and causes meaningful to teammates.

About the Role :

The Senior Account Manager supports Account Executives on an assigned book of business to execute strategy deliverables for the client, while working collaboratively with the Account Management Team and when necessary, assigning specific tasks to Account Managers. The incumbent is responsible for monitoring all tasks and deliverables, fielding client inquiries and maintaining project plans. The Senior Account Manager is the primary contact for our clients in managing day-to-day issue resolution.

Core Responsibilities: include the following. Other duties may be assigned.

Establish strong relationships with clients and insurance carriers.
Acts as the primary contact for clients regarding all aspects of their employee benefits insurance plans.
Marshal the appropriate resources to resolve client issues.
Attend client meetings and serve as an additional source of consultation for the client.
Demonstrated Group insurance expertise and superior level of knowledge when assisting them with insurance plan questions and issue resolution.
Owns the development of Requests for Proposal (RFP) and Requests for Information (RFI), including coordination of insurance carrier proposals, preparation of Executive Summaries, timeline monitoring and participation in the implementation process.
Oversee the maintenance of current and historical plan designs, process maps, rates, plan documents and other pertinent client information in Pacific Resources’ client database to maintain the integrity and accuracy of the system.
Perform certificate and contract reviews and plan design analyses
Attend and participate in claim audits
Identify, assess, resolve, and/or escalate issues, concerns or challenges as needed.

Skills Needed :

Bachelor’s degree required.
Minimum 7 years experience in a similar role at a comparable level in Group Insurance.
High level of knowledge about the benefits we service including short-term disability long-term disability, leave programs, life insurance, AD&D, voluntary benefits, dental, and vision.
High level of technical knowledge in all components of contracts, plan design, claim processes, and vendor capabilities.
Excellent interpersonal, verbal/written communication, and presentation skills are required.
Proficiency in Microsoft Office applications required;
Self-directed with a positive drive and approach, including the ability to work both independently and collaboratively in a virtual working environment.
Must be detail-oriented, and have highly developed organizational skills including the ability to prioritize, handle multiple projects simultaneously, and manage strict deadline and turnaround time requirements.
Ability to establish credibility at all levels of the organization and with clients through confident communications and actions based on integrity.
Must be actively licensed (Life, Accident, and Health License) or willing to obtain a license in the state of residence within the first 6 months of employment.

Preferred:

Experience with Salesforce.

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

Required profile

Experience

Level of experience: Senior (5-10 years)

Industry :

Insurance

Spoken language(s):

English

Check out the description to know which languages are mandatory.

Hard Skills

Group Insurance Products Knowledge Plan Execution RFP Experience Contractual Knowledge Evaluating Claims MS Office Writing Project Planning Salesforce

Soft Skills

Interpersonal Skills
Verbal Communication in Japanese
Relationship Building
Proactivity
Organization

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