Account-Manager

Job Description

Job Description Summary
Do you pride yourself on your phenomenal administrative skills and sharp attention to detail? Are you excited to join a customer-facing team and be a key liaison between both internal and external forces? If your answer is yes, we are looking for you!
Job Description

What You Will Do: You will be in constant contact with account executives and clients as you monitor and perform administrative functions on a daily basis. This is a role where each day is different, and you will have the chance to learn every aspect of the business. You will maintain relationships and be able to exude your “go getter” attitude while assisting fellow team members with day-to-day operations.

What You Will Learn: You will be working with a team of ambitious and engaged professionals who bring fresh ideas and diverse perspectives to help us continually improve our business. The Account Manager is a vital partner in resolving issues, both large and small. You will learn what it means to work for a company that is heavily invested in its employees and clients, and in future growth.

What Success Looks Like:

• Handle the daily administration of employee benefit plans to include life, health and specialty markets.
• Research issues and develop potential solutions; negotiate problem resolution.
• Develop and foster relationships with clients, internal partners and TPAs.
• Recognize and implement solutions to problems and issues; suggest improvements to gain efficiencies.
• Provide prompt, accurate and consistent information that meets or exceeds quality metrics.
• Address client needs, develop action plans and consult on products, services and capabilities that add value for the client.
• Assist Account Executives when appropriate and escalate issues accordingly.
• Review monthly billing discrepancy reports for any action needed.
• Participate in client annual reviews and as needed with the Account Executive to review service levels and plan offerings.
• Work in partnership with the other business segments in troubleshooting and resolving account issues, audits and rate or premium discrepancies.

What You Need :

• Bachelor’s degree in Marketing or related field; or equivalent combination of education and experience.
• One year of insurance experience a plus.
• Excellent attention to detail, project management and organizational skills.
• Strong working knowledge of Microsoft Office including Word, Excel, PowerPoint and ability to learn additional software applications as needed.

What You Receive:

A Comprehensive Wealth + Health package. It’s our passion to empower people, and especially our employees, to add years to their lives and more life to their years. That means a healthy account balance and a healthy body to match. As you’ll come to discover, Wealth + Health is a central part of everything we do!

Wealth Benefits ; Competitive Pay, Bonus, and Benefits Package; Pension Plan, 401k Match, Employee Stock Purchase Plan, Tuition Reimbursement, Disability Insurance, Stock Purchase Plan, Employee Discounts, Career Training & Development Opportunities, Certification Sponsorship

Health and Work/Life Balance Benefits ; Be Well Company sponsored holistic wellness program which includes Wellness Coaching and reward dollars, Parental Leave, Adoption Assistance, Employee Assistance Program, College Coach Program, Back-up Care Program, Paid Time Off to Volunteer, Employee Matching Gifts Program, Employee Resource Groups, Inclusion and Diversity Programs, Employee Recognition Program.