Benefits Account Manager

• Act as liaison between the insurance carrier and the client’s human resources department, management, and staff.
• Answer daily questions and requests while resolving client issues including but not limited to coverage changes, claims, and billing.
• Follow up with clients and carriers on paperwork, status of applications or changes, and other marketing and processing work.
• Work closely with Account Executive and Risk Advisor throughout the sales process from prospect phase through client implementation phase.
• Handle walk-in client meetings as needed.
• Act as a facilitator between clients and insurance carriers on high-level and complicated claim situations.
• Assist with illustrations, proposals, and spreadsheets for Risk Advisor and Account Executives as needed.
• Organize and schedules reviews for existing clients based on renewal review schedule.
• Support and adhere to procedures to minimize the agency’s errors and omissions exposure.
• Strive to maintain positive relationships with personnel at client firms to assure retention of the accounts.

A Successful Employee:

• Keeps the client at the center of his/her work and builds trustworthy relationships with clients.
• Highly technical; displays strong attention to detail.
• Demonstrates high integrity.
• Enjoys interacting with clients.
• Values teamwork and selflessness.
• Is self-motivated and acts with urgency.
• Works independently and makes decisive decisions.

• Must obtain State of Ohio licensure for Life and Health before employment beginnings.
• High school diploma.
• Valid driver’s license.