The primary responsibility of this position is to provide a superior level of customer service to key accounts benefits accounts through daily interaction with Sr. Account Executives (SAE) and Sr. Risk Advisors (SRA). Additionally, responding to client needs, inquiries, and concerns. This position’s focus is providing these services to accounts with 100+ lives and self-funded clients, with exceptions. The Sr. Account Manager is responsible for fostering both deep and broad relationships with the SAE and SRA team.
ESSENTIAL FUNCTIONS
- Develop and maintain relationships with Key Accounts team and carrier partners by providing a superior level of service
- Work with SAEs and SRAs on service schedules, action plans, compiling/reviewing/verifying accuracy of proposals, layouts, and rollups, and other tactical items
- Solid understanding of the agency management system, carrier websites, products, and plan design
- Maintaining the integrity of the data in Agency Management System for each Key Account client
- Facilitate service issues and communicate service issue outcomes to SAE
- Support SAE/SRA with materials, tools, and resources needed for client communications throughout the year
- Support SAE/SRA with large group quote requests, meeting materials, quarterly meeting agendas, renewal materials, and employee/employer Open Enrollment or New Hire materials (including benefit booklets, SPD wrap documents, employee election forms, etc.)
- Manage and schedule meeting follow ups for renewal, mid-year, and client touch base meetings
- Coordinate all meeting materials for employer group meetings
- Provide back up support for plan entry, benefit booklets, and other client facing materials. This can include printing and employee kit assembly
- Attend Key Accounts weekly team meetings, strategy sessions, and SRA update meetings
- Create/Maintain the group account in Agency Management System, including activities/tasks/attachments as it pertains to Key Accounts service schedule (including compliance deadlines, reporting and analytics, renewal activities, etc.)
- Must have the ability to communicate and work effectively with the entire team to support the client relationship, support the SAE/SRA, and deliver on client expectations
- Listen and proactively support the team in any area that helps further the client relationship
QUALIFICATIONS
Education
- High School Diploma or equivalent required
Experience
- Minimum of 3 years of benefits insurance experience, preferred
Computer Skills
- Microsoft Office Applications
Accreditation
- Wisconsin Life and Health insurance license required within 90 days of employment and maintained throughout the course of employment.
