The Opportunity:

• Manage a book of group medical accounts.
• Work on large accounts with some Self-Funding.
• Have the opportunity to mentor and train 5 - 6 staff members.
• High Visibility: Be the subject matter expert and right-hand individual of one of the Managing Partners.
• Stability: Work in very stable and growing organization that recognizes and rewards employees.

Position Summary:

• This position will be responsible for strategic account support for a book of group health clients with a focus on client satisfaction and retention. Hybrid Work Environment requires 2 - 3 days in the office and will be considered depending on the experience of the candidate.

Essential Duties and Responsibilities

• Communicate effectively with clients, insurance carriers and internal team members
• Some leadership and management opportunities over a small staff is optional.
• Build and maintain strong, long-lasting customer relationships
• Leverage carrier relationships to provide innovative solutions that meet and exceed client needs
• Manage a book of business consisting of accounts in the 50 - 100+ employee head count groups.
• Self-funding account experience a plus.
• Coordinate implementation and maintenance of new and existing benefit offerings
• Assist with developing communication and wellness strategies
• Support the successful roll out of open enrollment activities on an annual basis
• Provide timely, courteous and accurate response to all inquiries, conducting research when necessary and communicating results
• Process all necessary paperwork by adhering to the department workflow and procedures

Qualifications

• Bachelor’s Degree or the recognized equivalent in education and experience, required
• 5 years of experience, preferred
• Experience in a client facing role for a major insurance carrier
• Currently possess a Health and Life Insurance License
• Applied Epic or similar agency management software experience, preferred
• Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Outlook)
• Able to work independently and enjoy a high degree of interaction with team members
• Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
• Self-motivated and driven
• Maintain a sense of urgency and ability to work with and meet deadlines
• Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
• Demonstrates excellent time management and prioritization skills
• Attention to detail and commitment to a high level of accuracy
• The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information
• Ability to maintain a professional demeanor and positive attitude