ACCOUNT MANAGER - EB
- Expired: over a month ago. Applications are no longer accepted.
Account Manager - EB
This position is responsible for customer service and renewal support for Gilsbar HealthComp clients of the assigned block of business. This role will maintain positive client relationships by actively managing accounts and assisting and supporting the sales people in the department; manage current client accounts and assist in sustaining these clients by providing quality expertise, timely service and creative solutions to meet their needs; coordinate the proposal process for insurance products and services, ensuring the client and the sales people have all necessary information; and implement administrative functions including both client administrative tasks and operational tasks to ensure quality services are provided.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Coordinate service and support activities with the sales people as appropriate. Refer complex or unique inquiries to internal staff and/or sales people if necessary.
Work with sales people to identify and resolve client conflicts and concerns. Implement solutions as identified and ensure future conflicts or concerns are minimized.
Initiate and monitor the renewal process for assigned block of business. Collaborate with the sales people regarding strategies for renewing accounts and manage the market evaluation process. Manage and coordinate the review and analysis of plan data.
Manage the implementation of all new contracts by overseeing the underwriting process and managing the related installation documentation and records.
Maintain and develop thorough knowledge of benefit related products represented by Gilsbar HealthComp and attend product training as requested.
Maintain thorough knowledge of regulatory issues affecting benefit plans and provide updates to clients when necessary.
Gather information regarding product offerings and pricing, preparing documentation to compare and contrast with current benefit packages.
Communicate with clients, producers, carriers and peers, regarding policy language and coverage.
Serve as point of contact and resource to, and in alliance with, the client to field plan participant questions related to enrollment, coverage or other related questions.
Compile competitive and marketing information as requested. Provide market and competitive information to sales management to guide in strategic decision-making and market positioning.
Manage the renewal of existing insurance and/or third party service provider contracts.
Identify renewal dates, identify client needs, coordinate with the sales people to provide other strategies or opportunities to clients and/or solicit new vendors, if necessary. When renewals occur, ensure that all necessary renewal documentation is completed and submitted within the established timeframes.
Ensure the client and its employees experience a smooth and seamless transition to Gilsbar HealthComp by supporting the sales people with the creation of and management of educational and enrollment materials.
Implement the account creation process for new accounts. Complete and submit necessary enrollment documents. Communicate and follow up with client, insurance carrier and/or service provider and sales people to ensure administrative work is complete.
Post and update pertinent information to the client relationship management system for assigned block of business.
Oversee an orderly filing system in hardcopy and electronic format. Complete all database activities, including document merging and documenting all correspondence, conversations and actions taken on account.
Provide support for technology implementation and maintenance such as online communication tools and surveys.
Work with sales people to coordinate regulatory filings as required and to respond to other compliance related issues.
Meet with clients in various territories as needed to meet objectives.
Monitor retention and loss rations in assigned block of business.
Prepare carrier referral documents, providing concise, accurate and thorough information.
Process audit reports as needed
Monitor commission payments to verify they are received timely. Make outbound calls to carriers that are delinquent in commission payments.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Proficiency with Microsoft Windows and Microsoft Office Suite and ability to self-direct learning when necessary.
Fundamental knowledge of plan testing and regulatory compliance.
Fundamental knowledge of regulatory compliance issues/mandates regarding insurance plans and administration.
Some Account Managers have the responsibility to supervise employees in their area. If so, supervisory responsibilities would include but are not limited to overall directions, coordination and evaluation of their unit. Account Managers in non-supervisory roles are responsible for the coordination of work of their Account Coordinators, if applicable.
EDUCATION and/or EXPERIENCE
Bachelor's degree (B.A.) from four-year college or university in a business related field or equivalent combination of education and experience. Prefer three to five years in Health & Life insurance with sales and/or service objectives.
Account Manager: 2-5 year experience
CERTIFICATES, LICENSES, REGISTRATIONS
A valid Louisiana Driver’s license along with proof of insurance with defined limits must be presented and a copy allowed to be kept on file in Human Resources. This documentation is asked for on an annual basis.
Louisiana State Life & Health license required (required within 45 days of employment; preference given to candidates with current license)
Excellent communication skills (oral and written) and the ability to effectively build and maintain client and colleague relationships. Ability to read and interpret documents and instructions, short correspondence, and memos. Ability to write routine reports and correspondence. Ability to effectively present information in one on one and small group situations to customers, clients, and other employees of the organizations.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Ability to think creatively and negotiate resolution. Strong customer service skills and orientation. Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to sit. The employee is occasionally required to walk; reach with hands and arms, stoop, kneel, crouch or crawl; and talk or hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
Some travel may be required, overnight at times.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is occasionally exposed to moderate cold and moderate heat. The noise level in the work environment is usually moderate.
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