Account Manager-Employee Benefits
- Responsible for routine service which includes the preparation of\: monthly experience reporting, standard mid-year analysis, development and execution of service schedule, standard annual management report.
- Meet with clients alone or in conjunction with Account Executive (AE) or Unit Manager according to standardized client meeting schedule and as needed.
- Coordinate client mid-year/renewals by the following\:
- Ensure complete execution of mid-year/renewal checklist.
- Prepare renewal report for AE/Unit Manager review.
- Preparation of employee communication materials as needed.
- Schedule and conduct employee meetings when necessary.
- Conduct all marketing efforts as assigned by unit, which includes\:
- Ensure complete execution of marketing checklist.
- Development of Request for Proposal (RFP).
- Coordinate vendor responses and follow-up. Analysis and comparison of proposals.
- Preparation of client report with recommendation for AE/Unit Manager review.
- Handle new carrier and plan implementation and transition.
- Ensure complete execution of implementation checklist.
- Preparation of implementations schedule.
- Coordinate preparation and delivery of employee communication materials utilizing carrier and client information
- Schedule and participate in enrollment meetings.
- Review of all agreements and/or documents (employee booklets, carrier contracts, etc.).
- Review annual commission/fee reconciliation and prepare reporting for AE/Unit Manager.
- Practice proactive follow-up on all outstanding issues by communicating status of each to the AE/Unit Manager.
- Prepare monthly service reports by the 10th of the month, including appropriate distribution.
- Work with internal teams to assist clients with compliance issues.
- Participate in training/mentoring to junior associates.
- Attend internal meetings/education programs.