Employee Benefits Account Manager - Large Group- GR

Description

Join Our Team as an Employee Benefits Account Manager- Large Group!

Are you a dynamic professional with a passion for providing exceptional service in the employee benefits field? Do you thrive in a process-driven environment, balancing attention to detail with a personal touch? If so, we’re looking for you!

As an Employee Benefit Account Manager, you will:

• Manage and nurture relationships with large group clients, ensuring satisfaction and retention.
• Guide clients through the complexities of employee benefit plans, including fully insured and self-funded arrangements.
• Collaborate with internal teams to deliver process-driven results and streamlined solutions.
• Provide proactive, customer-focused support that exceeds expectations.
• A passion for client success and a knack for problem-solving.
• An eye for detail and a love for organization.
• Enthusiasm for teamwork and collaboration.
• A drive to innovate and improve, even if you’re just starting out

Why Join Us?

• Impact: Be a vital part of a team that helps organizations create meaningful benefits solutions for their employees.
• Growth: Opportunities for professional development and career advancement.
• Culture: Work in an environment that values collaboration, innovation, and service excellence.

If you’re ready to bring your expertise and passion to a team that values your dedication and talents, we’d love to hear from you!

Apply now and take the next step in your career as an Employee Benefit Account Manager.

Our Account Managers create long-term, trusting relationships with our clients. Their primary role is to proactively manage all services provided to our clients while looking for ways to improve quality and add value. In this role, the account manager interacts with the Client/Account Executives and all cross-functional internal teams to improve the entire customer experience. They do all this while representing our agency in a manner consistent with our Core Values.

The Account Manager's essential functions include:

• Monitor and manage voice mail, incoming mailboxes, outlook and activities in accordance with agency service standards
• Communicate effectively and professionally with clients, coworkers, insurance carriers and other service providers to build and maintain strong relationships to maximize retention
• Act as a liaison between the client and other internal Kapnick service departments, promptly responding as needed, to ensure positive customer experience
• Attend and participate in department meetings, team meetings and training sessions as required
• Attend and participate in internal/client meetings with the Client Executive and Account Executive and keep them informed of progress on client deliverables
• Promptly identify and resolve all client issues (administrative, billing, claims) in a timely manner
• Maintain client account information in accordance with established procedures
• Consult with Client Executive or Account Executive on a regular basis
• Assist the CE and AE with renewal proposals for clients
• Coordinate renewal confirmation materials and open enrollment materials for clients, including required carrier documents and customized client employee communication materials
• Maintain client account information in Kapnick's agency management system in accordance with established procedures
• Maintain confidentiality of client information in accordance with company policy and HIPAA privacy and security rules
• Confirm plan or carrier/vendor changes in writing
• Promote Kapnick in the insurance industry and the community
• Perform special projects or other duties as requested by the Team Leader, Client Executive or Account Executive

Client Deliverables – Renewal & Open Enrollment

• Work with Client Executive or Account Executive to develop an open enrollment strategy and timeline for assigned clients
• Document client renewal decisions, plans, and final rates in the agency management system with assistance from the Associate Account Manager
• Manage the open enrollment process for assigned clients and coordinate related work using internal and external resources with assistance from the Quality Assurance Analyst
• Coordinate production or printing of renewal presentations
• Perform or coordinate activities necessary to implement plan changes, transfer coverage or administrative services to a new carrier or vendor with direction from the Client Executive or Account Executive
• Manage activities and tasks, assi