Account Manager

Full time

Job Description


If you believe that strategic collaboration and proactive execution is essential in delivering a positive client experience, then you may be a good fit for one of our Account Manager opportunities.

The Account Manager manages and supports a designated block of accounts.Through strategic collaboration, this position is key to the proactive execution and delivery of results positively impacting the client experience. This role is responsible, accountable, inclusive and understands individual daily actions make an impact on overall success. Account Managers take pride in their work, each other, and our clients. They understand we own and drive the client experience; each employee does whatever it takes to build and strengthen our relationships by providing exceptional level service and support to colleagues, our clients, and their employees.

At JA, our clients come first and we strive to exceed their expectations on a daily basis with each employee doing whatever it takes to build and strengthen our relationships by providing exceptional level service and support to colleagues, our clients, and their employees.

  • Handle day-to-day account management responsibilities in a proactive and timely manner ensuring client needs are met
  • Collaborate with internal team members to deliver an exceptional client experience
  • Coordinate client meeting logistics throughout the year and document notes/actionable items
  • Responsible for the preparation of materials, presentations, reports and other identified deliverables for client meetings
  • Facilitate service level requests to the Solutions Team clearly and effectively
  • Manage policy renewals
    • Initiate proactive renewal review
    • Establish and maintain renewal timelines
    • Assist with renewal negotiation
    • Ensure consistent and thorough delivery
    • Complete policy renewals in CRM
  • Create financial analysis spreadsheets to clearly and accurately compare benefit options
  • Request and prepare quoted benefit options from carriers
  • Request, review, and deliver plan level reporting data to appropriate contacts on a monthly, quarterly, and annual basis as required
  • Track and effectively document workflow via CRM policies, activities, and case management
  • Stay current on industry standards, trends, and products
  • Build and maintain carrier relationships with an understanding of current product portfolios
  • Act as a liaison for the client/carrier relationship
  • Assist with monitoring plans to ensure compliance with federal and state laws including but not limited to HIPAA, ERISA, COBRA, FMLA and the Affordable Care Act
  • Bachelor’s degree in business-related field preferred, and/or equivalent experience
  • 3-5 years of work experience with proven benefits knowledge
  • A self-starter with initiative and strong customer/client orientation; ability to facilitate discussions to resolve issues, obtain consensus, and drive to conclusion
  • Knowledge of and familiarity with current Health, Life, Dental, Vision, Long Term Disability (LTD), Short Term Disability (STD) and additional ancillary products
  • Knowledge of and familiarity with federal and state benefit regulations
  • Must have a high level of organization, emphasis on multi-tasking, and ability to manage multiple projects on a simultaneous basis
  • Must have high degree of respect for confidentiality
  • Ability to earn and maintain client trust along with excellent relationship management skills
  • Ability to work collaboratively and effectively as part of a team
  • Ability to run and/or participate in an effective meeting, using listening, reasoning and articulate communication skills
  • Must hold (or is actively pursuing) professional designation and must hold State insurance license

Do You Have It In You?JA MAGIC

  • Innovative & Action-Oriented

    You don’t just ‘think’ outside of the box; you know how to create an action plan to accomplish ‘out of the box’ ideas

  • Positively Proactive

    Negative Nelly and you don’t get along. Your positivity and pro-active mentality propel your success.

  • Challenge Chaser

    You are never one to back down from a good challenge. No challenge = boredom in your book.

  • Moving & Shaking

    You thrive in a fast-paced environment.

  • Team Player

    The phrase, ‘That’s not my job’, isn’t in your vocabulary. You are ready to don any hat necessary to ensure our team moves the company forward efficiently and successfully.

  • Friendly & Genuine

    You take great care in how you provide service to others ensuring every engagement is real, valued and uncompromised excellence.

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