Employee Benefits Account Manager in Agoura Hills at GPAC

Date Posted: 6/30/2020

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Agoura Hills
  • Job Type:
  • Experience:
    At least 3 year(s)
  • Date Posted:
    6/30/2020

Job Description

A large US brokerage firm is looking to find an Employee Benefits Account Manager. This firm provides employees with competitve pay, incentives, full Benefits packages, and award winning culture.



SUMMARY:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.



Overview:

The Employee Benefits Account Manager (AM) works with the Producer or Account Executive (AE) to implement a client's employee benefits strategy and service the account. The AM is responsible for marketing as well as day-to-day client management and support. The AM's responsibilities include plan marketing, analysis of renewal designs and alternatives, preparing communication materials, conducting open enrollment meetings, collecting and preparing compliance materials, and servicing the day-to-day needs of the client.



ESSENTIAL DUTIES AND RESPONSIBILITIES:

Service

  • Establish and maintain the day-to-day business relationship with the client and becomes the first point of contact for client service needs;
  • Work with clients, producers and other team members to implement a comprehensive customer service plan;
  • Prepare the Request for Proposal (RFP) for presentation to carriers (or marketing manager on large clients), including analysis of census, current and/or proposed benefit plan designs, market comparison data, and contribution strategies;
  • Work with the AE to negotiate with carriers on clients' behalf for best available premiums, commissions and coverage;
  • Coordinate and support clients regarding open enrollment meetings, including preparation of communication materials;
  • Distribute resource information to clients to continually keep them informed of benefit trends, State and Federal legislation, rules and regulations;
  • Advise clients on government reporting compliance issues, as appropriate;
  • Assist with the preparation of client-specific compliance resources.

Personal and Organizational Development

  • Set priorities and manage workflow for self to ensure all goals are met;
  • Maintain up-to-date proposals, workflow logs, update all benefits information on agency management system, manuals or other required documentation and records;
  • Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company;
  • Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance;
  • Project a professional image in action and appearance.


KEY COMPETENCIES:

  • Full knowledge of Employee Benefits lines of coverage and services;
  • Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher and Excel;
  • Strong attention to detail and time management abilities;
  • Strong ability to multi-task and assign priorities;
  • Ability to work effectively and efficiently both with and without direct supervision;
  • Ability to work effectively and efficiently in a team environment as well as independently;
  • Strong interpersonal communication skills, both written and oral;
  • Demonstrated experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.


EDUCATION and/or EXPERIENCE:

  • High school diploma; college degree preferred;
  • Two or more years experience as an Associate Account Manager or Account Manager with a benefits consulting or brokerage firm, or comparable experience with a medical carrier;
  • Must have working knowledge of a variety of Microsoft Office computer software applications to include Excel, Word, and presentation software;
  • Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands;
  • Must have a high level of interpersonal skills to handle sensitive and confidential situations. The position continually requires teamwork, demonstrated poise, tact, and diplomacy.



CERTIFICATES, LICENSES, REGISTRATIONS:

  • Current Life and Health License;
  • Valid Driver License;

Jane Halvorson is eager to have a conversation with you about your aspirations for a future career. Please contact her at (605) 988-8543 or jane.halvorson@gogpac.com to have a conversation about this exciting career advancement opportunity!

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States for the past 30 years. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

Job Requirements

KEY COMPETENCIES: Full knowledge of Employee Benefits lines of coverage and services; Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher and Excel; Strong attention to detail and time management abilities; Strong ability to multi-task and assign priorities; Ability to work effectively and efficiently both with and without direct supervision; Ability to work effectively and efficiently in a team environment as well as independently; Strong interpersonal communication skills, both written and oral; Demonstrated experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects. EDUCATION and/or EXPERIENCE: High school diploma; college degree preferred; Two or more years experience as an Associate Account Manager or Account Manager with a benefits consulting or brokerage firm, or comparable experience with a medical carrier; Must have working knowledge of a variety of Microsoft Office computer software applications to include Excel, Word, and presentation software; Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands; Must have a high level of interpersonal skills to handle sensitive and confidential situations. The position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: Valid Life and Health License; Valid Driver License;