Account Manager

This position offers the flexibility to work remotely. However, candidates located near our offices in Wall Street, Brooklyn or Tampa are preferred, as proximity to these locations may be beneficial for occasional in-person collaboration.  Remote candidates must be able to travel to one of our offices once per quarter or to clients as needed. 

Job Summary: 

The Account Manager will support the management of business relationships between Company and designated customer accounts. This position is the face of the company to the client and works individually and as a team. This role assists the Account Executive Team in managing an assigned book of business and builds, expands, and solidifies relationships with existing clients and Brokers. Account Managers are critical in identifying benefit plan issues and work as the liaison between the Operations Team and the Client to assure the benefit program is administered as intended.   

Duties and Responsibilities

• Mange the relationship between the group and the broker.
• Provide reporting to the client group and be prepared to discuss the statistics contained in the reporting packet.
• Maintain knowledge of ongoing claim issues with funding reinsurance, etc.; proactively identify services issues and attempt resolve.
• Work with client/broker to resolve ongoing issues.
• Focus on retaining existing business with excellent customer service 
• Support Account Executive team with new business and renewal implementation tasks.
• Articulate the LEA value proposition and explain it to the client and broker.
• Advise team of potential opportunities for new sales within the existing groups.
• Communicate with the client on large claim situations and what oversight/management the company will provide. 
• Resolve group level issues with claims, funding, eligibility etc. as needed by enlisting the appropriate resources to resolve the problem. Proactively identify services issues and attempt resolve.
• Apprise leadership of any issues involving the group and resolution.
• Meet personally with the clients when appropriate to establish a good rapport, in addition to regular telephonic/virtual check ins.
• Return phone calls and answer emails within one business day.
• Create meeting summaries to document salient points of client contacts, the takeaways and time to resolve the issues identified during the meeting. 
• Assist with special projects as necessary (Example: Sales RFP requests).
• Assist in reporting requests: Weekly, Monthly and Quarterly specialty plan analysis reporting.

Required Knowledge, Skills, and Abilities:

• Bachelor’s degree in a field such as business administration, accounting, finance, or a related field or equivalent experience
• 2+ years of Account Manager or Account Executive sales experience in a healthcare insurance role with proficiency in third-party, self-insured client relationship management to include medical, dental, life, reimbursement accounts and other ancillary products including types of stop loss insurance.
• Producer license in state worked in and Life Agent license preferred
• Possess a clear understanding and ability to explain employee benefits plans, regulations, and administration as well as major legislation that impacts benefits such as Health Care Reform and American Rescue Plan Act.
• Experience with benefit administration platforms such as Javelina preferred.
• Knowledge of medical terminology and Diagnosis Codes (ICD-9 & ICD-10) is helpful.
• Solid working knowledge of standard computer applications including MS Word, Excel, Outlook, and PowerPoint.
• Ability to use a computer which includes expert keyboard and navigation skills and learning new programs.
• Communicate clearly and professionally with internal and external customers.
• Work effectively as part of a team to achieve established outcomes. Understand other’s roles and empower one another to take responsibility to be successful. Demonstrate collaborative interaction with peers to reach a common goal.
• Demonstrate collaborative interaction with peers to reach a common goal as well as be a resource to team members and internal/external customers.
• Pay close attention to detail in all aspects of the job.
• Make decisions using available resources and sound judgment.
• Maintain confidentiality and discretion.
• Identify and resolve problems in a timely manner, gather and analyzes information skillfully.
• Share knowledge with associates by effectively communicating and providing follow-up.
• Open to other’s ideas and exhibits a willingness to try new things.
• Demonstrate accuracy and thoroughness; monitor work to ensure quality.
• Prioritize and plan work activities to use time efficiently.
• Adapt to changes in the work environment, manage competing demands and is able to deal with frequent change, delays, or unexpected events.
• Follows instructions, responds to direction, and solicits feedback to improve.
• Act in such a way to instill trust from management, other associates, as well as customers.
• Follows instructions, responds to direction, and solicits feedback to improve.
• Act in such a way to instill trust from management, other associates, as well as customers.

Physical and Cognitive Demands: The demands described here are representative of those necessary for an employee to successfully perform the essential functions of this job. Reasonable accommodation can be made to enable individuals with disabilities to perform the essential functions.

• Constant: Talk, hear, speak, and use hands and fingers to operate a computer, telephone, keyboard/mouse; occasionally move about the office
• Constant: Specific vision abilities required by this job include close vision requirements due to computer work for full shift
• Occasional: Lift and/or move up to 10 pounds
• Occasional: Ability to uphold the stress of occasional travel between offices
• Constant: Regular, predictable attendance is required
• Constant: While performing the duties of this job, the employee is regularly sitting for the full shift. 
• Constant: The cognitive skills needed to complete tasks include abilities such as learning, remembering, focusing, categorizing, and integrating information for decision making, problem-solving, and comprehending. 

Work Environment: The work environment described is representative of what must be met by an employee successfully perform the essential functions of this job.  

• The physical environment is indoors in a controlled climate, office setting. The noise level may be low to moderate.

The duties described are representative, but not restrictive of tasks that may be assigned or of the abilities required to do the job. The description is subject to change at any time. Other related duties may be assigned. This description does not alter the at-will status of employment.    

 
Pay may vary based on location. Offers will be adjusted based on an individual's experience, education, and other job-related factors as permitted by law.  Pay range is: $65,000-$85,000/year