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The Small Group Account Manager is responsible for managing an assigned book of business while developing long-term relationships with clients. This position will also be responsible to respond to the day-to-day client inquiries and any needed client analytics. The Account Manager will interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. The Account Manager performs these essential functions of the position while meeting RSC quality and service standards. The
Account Manager has a smaller book of business with less complex clients and assists the Team Leader and Account Manager(s) on their clients. The Account Manager is responsible for revenue growth client expansion on their personal book of business.
The qualified candidate must have strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans.
Your Impact:
Subject matter expert on Health & Welfare Benefits, vendor/carrier products and services including, but not limited to, medical, dental, vision, life, disability, and voluntary
Manage a personal book of business of approximately 50 60 clients with a focus on groups with less than 50 lives
Support Team Leader and/or Account Manager(s), as assigned
Proactively provide client service in response to day-to-day service issues and questions; escalate, as necessary
Actively seek improvements to client service and efficiencies within teams by identifying improved processes
Works with the client team to develop project plans and deliver on service goals
Sets priorities and manages workflow to ensure efficient, timely and accurate processing of account transactions
Prepare, or coordinate, renewals and RFPs, summarize vendor responses, spreadsheet proposal results, and develop the client presentations
Delegate administrative and analytic tasks, as necessitated, to team Benefit Coordinator; provide coaching and peer review, e.g., policy review, carrier reporting
Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
Prepare for and facilitate client meetings (prepare agendas and materials, coordinate resources, etc.)
Understand, articulate and implement RS value-added resources
Accountability for updating client information within appropriate software (e.g., BenefitPoint, AMS, etc) in a timely manner
Provide peer review for others on team
Successful Candidate will have:
BA/BS preferred
2 - 5+ years of health & welfare experience, meets majority of core practice competency-based skills
Client-facing experience in the employee benefit industry a plus
Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services
Life, Accident and Health Insurance License required
GBA or CEBS Certification a plus
Physical Demands and Work Environment
While performing the duties of this job, the employee is required to regularly sit, hear, and reach with hands and arms. The employee is occasionally required to stand and walk. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus
The work environment characteristics described are representative of those employees performing the essential functions of this job. The noise level in the work environment is usually moderate to loud. Occasional travel
Seniority level Seniority level Associate
Employment type Employment type Full-time
Job function Job function Customer Service, Business Development, and General Business
Industries Insurance
Referrals increase your chances of interviewing at Risk Strategies Company by 2x
Inferred from the description for this job 401(k)
Paid maternity leave
Vision insurance
Medical insurance
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