Job Description

The Small Group Account Manager, Employee Benefits, is responsible for day-to-day management of their assigned book of business – group accounts including, but not limited to, 50 or fewer lives enrolled. While working as a team member in the Employee Benefits Division, the Account Manager works closely and collaboratively with all other team members to ensure service deliverables meet and exceed client expectations and will serve as the clients’ main point of contact for any benefit-related service needs.

The essential functions include, but are not limited to the following:

• Establishes and maintains a professional, positive, and team-oriented relationship with colleagues.
• Adhere to company policies and procedures for workflow and documentation.
• Initial point of contact for employer groups/employees on all service-related issues.
• Assists clients with compliance filings, as applicable.
• Foster long-term relationships with our clients and their employees.
• Researches and resolves day-to-day client issues.
• Respond to daily calls, enrollment, and billing requests, claims inquiries.
• Retain clients by maintaining solid client relationships.
• Manages and maintains assigned book of business in conjunction with internal team members.
• Works closely with Benefits Account Executives to manage the renewal process.
• Attends regular face-to-face meetings with clients.
• Conducts enrollment meetings as needed.
• Maintain awareness of new developments, compliance updates or changes with the various carriers and Federal/State laws that may affect our clients.
• Maximize growth and retention through superior customer service.
• Maintain a professional connection among clients, the agency, and carriers.
• Support team employees in day-to-day operations as needed.
• Make a positive contribution to the overall success of the UIG Employee Benefits team.
• Attend and complete any training sessions or assignments as required.
• Participate in continuing education programs in both insurance and sales.
• Adhere to client service standards of the department and agency.
• Complete file maintenance and assigned tasks in Applied EPIC in the expected timeframe.
• Meet or exceed expectations of job responsibilities.
• Perform other tasks on projects as needed/assigned.

Requirements

• 1+ years’ experience in account management or in a consultative role preferred.
• Prior experience in broker agency or benefit administration firm, preferred.
• Life and Health license required.
• Thorough knowledge of health and ancillary products preferred.
• Ability to thrive in a fast-paced environment.
• High level of patience and empathy while working under pressure.
• Disciplined self-starter and problem solver.
• Proficient in Microsoft Office, specifically Excel, Word, and PowerPoint
• Excellent oral and written communication skills; organizational skills, detailed-oriented
• Excellent customer relationship skills
• Willingness to continually develop knowledge and understanding of the benefits insurance industry.
• Positive, friendly, and professional attitude.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.