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The Account Manager is responsible for managing an assigned book of business with a diverse clientele across various industries. Accounts may be fully insured, partially self-funded, self-insured or captive. Work within a team and be responsible for customer satisfaction, problem resolution, and retention of clients as well as supporting agents in sales and service.

Essential Duties And Responsibilities

• Ability to on-board new clients.
• Respond to inquiries from clients and carriers.
• Complete RFP and request census.
• Initiate vendor renewal request with Service Representative. Coordinates process with agent to negotiate all renewal rate relief.
• Prepare Open Enrollment (OE) benefits guides, checklists, forms, summaries, presentations, Brainshark's and webinars.
• Communicate group enrollment process with Service Representatives to include: benefits guide, checklists, forms, summaries, or others as needed.
• Conduct OE meetings, health fairs, webinars.
• Participate in the pre-renewal, renewal, and post renewal meetings.
• Educate clients on compliance.
• Be consultative and interchangeable with the Advisor.
• Travel to multiple client locations.

Additional Responsibilities

• Update agents on client activity, issues, and opportunities to develop further business.
• Build relationships with client contacts and provide recommendations for plan changes, claims issues, and renewal options.
• Learn new software programs as needed.
• Attend all scheduled team and staff meetings.
• Attend educational and product seminars.
• Participate in special projects as required.
• Overnight Travel as needed for client meetings, conferences, etc.

Competencies

To perform the job successfully, an individual should demonstrate the following competencies:

Client/Quality Focus – Anticipate, monitor and meet the needs of clients, and respond to them in an appropriate manner. Demonstrate a personal commitment to identify clients’ business needs and continually seek to provide a trusted advisor level of service.

Adaptability – Adjust scheduled work to accommodate an ever-changing environment; Triage the multiple demands and competing priorities by gathering relevant information and applying critical thinking skills; Seek wisdom and insight from SSG team members when needed.

Quality - Demonstrate accuracy and thoroughness; Focus on quality from beginning to end of assignments to ensure deliverables are met in a timely and professional manner; Apply provided feedback and actively seek solutions to improve quality of work and performance.

Teamwork - Balance team and individual responsibilities; Exhibit objectivity and openness to others' views; Provide and be acceptant of feedback; Contribute to building a positive team culture; Support the organization as well as your teams' efforts to succeed.

Communication – Communicate effectively and persuasively in any situation - verbally and in writing; Thoroughly digest and interpret information and request clarification when necessary; Listen carefully and respond to questions and communications concisely; Share knowledge and ideas and collaborate effectively with others; Actively participate in meetings.

Dependability - Follow instructions and respond to management direction; Take responsibility for your own actions and follow-through on commitments; Be willing to commit to extended hours of work for required client deadlines and/or to achieve work-related goals; Complete tasks and projects on time and notify appropriate contact if an alternate plan is necessary; Work independently, accept accountability, set personal goals, remain focused under pressure, be acceptant of change when necessary, and meet attendance/punctuality and responsibility requirements. 

Qualifications

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.

Education and/or Experience

• High School degree and 3-5 years related experience.
• Insurance industry or TPA experience preferred.
• Active Life and Health license or obtain within 90 days of employment.

Soft Skills

• Demonstrates effective leadership, creativity, and problem-solving skills and adapts to working within a team.
• Excellent oral, written and organizational skills.
• Ability to efficiently organize work and manage multiple competing priorities in order to meet client deadlines.

Computer Skills

• Extensive experience working in MS Office Suite programs, particularly, PowerPoint, Word, Excel, etc.
• Brokerage Builder / ZyWave software experience
• General use of standard office equipment, such as computer, keyboard, calculator, printer, etc.

Download this full job description to learn more.

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SUBMIT RESUME/PORTFOLIO

Supports the proposal development process with the design and development of information and materials on a variety of insurance products for Advisors and Account Managers to present to Client and Prospects.

Essential Duties and Responsibilities

• Request new and renewal quotes for Accounts from carrier per RFP.
• Review quotes/rates to ensure accuracy and completeness.
• Negotiate rates with carriers at the direction of the Advisor or Account Manager.
• Coordinate and analyze information on spreadsheets and present best options for client to Advisor and Account Manager.
• Create marketing reports and graphs to support client presentation.
• Build rapport with carrier representatives and responds to email inquiries in a timely manner.
• Provide education on industry changes and specific carrier changes to client.
• Other duties as assigned.

Additional Responsibilities

• Participate in internal Pre-Renewal meetings.
• Assemble presentation material for meetings.
• Prepare pre and post executive cost summaries
• Assist Account Manager and Service Representative with enrollment paperwork and other duties.
• Learn new software programs as needed.
• Attend all scheduled team and staff meetings.
• Attend educational and product seminars.
• Participate in special projects as required.

Competencies

To perform the job successfully, an individual should demonstrate the following competencies:

Critical Thinking – Use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

Client/Quality Focus – Anticipate, monitor and meet the needs of clients, and demonstrate a personal commitment to identify clients’ business needs and continually seek to provide a trusted advisor level of service.

Adaptability – Adjust scheduled work to accommodate an ever-changing environment; Triage the multiple demands and competing priorities by gathering relevant information and applying critical thinking skills; Seek wisdom and insight from SSG team members when needed.

Teamwork - Balance team and individual responsibilities; Exhibit objectivity and openness to others' views; Provide and be acceptant of feedback; Contribute to building a positive team culture; Support the organization as well as your teams' efforts to succeed.

Communication – Communicate effectively and persuasively in any situation - verbally and in writing; Thoroughly digest and interpret information and request clarification when necessary; Listen carefully and respond to questions and communications concisely; Share knowledge and ideas and collaborate effectively with others; Actively participate in meetings.

Dependability - Follow instructions and respond to management direction; Take responsibility for your own actions and follow-through on commitments; Be willing to commit to extended hours of work for required client deadlines and/or to achieve work-related goals; Complete tasks and projects on time and notify appropriate contact if an alternate plan is necessary; Work independently, accept accountability, set personal goals, remain focused under pressure, be acceptant of change when necessary, and meet attendance/punctuality and responsibility requirements. 

Qualifications

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.

Education and/or Experience

• Associates Degree and 1-2 years related experience.
• Insurance industry experience preferred

Soft Skills

• Demonstrates effective leadership, creativity, and problem-solving skills and adapts to working within a team.
• Excellent oral, written and organizational skills.
• Ability to efficiently organize work and manage multiple competing priorities in order to meet client deadlines.

Computer Skills

• Excellent computer skills including word processing and spreadsheet expertise
• Experience working in MS Office Suite, in particular Excel and PowerPoint
• Brokerage Builder / ZyWave software experience
• Experience with reporting dashboards and plan comparison software is preferred.
• General use of standard office equipment, such as computer, keyboard, calculator, printer, etc.

Download this full job description to learn more.

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SUBMIT RESUME/PORTFOLIO

The Financial and Healthcare Data Analyst is responsible for providing in depth analysis and reporting of healthcare plan design; Utilizing sophisticated software tools and platforms to aid in complex analysis, such as predictive analytics and population health forecasting; Strategic analysis of current and trending market changes; Analyzing claim utilization and changes in the market as well as within client groups; Merging benefit plan data into meaningful reporting dashboards; and Providing illustrations of various funding and alternate plan options and comparisons.

Essential Duties and Responsibilities

• Utilize predictive analytics software to: produce renewal projections; Estimate actuarial differences between plan designs and relative values between specific reinsurance contracts; Predict population migration based on plan designs/contributions/incentives; Evaluate the appropriateness of self-funding vs fully insured; and Provide reporting on specific reinsurance deductible levels.
• Update Claims Reporting Dashboards on a monthly basis and provide reporting/written summaries of findings to clients.
• Produce IBNR estimates for client financials.
• Evaluate the appropriateness of self-funding vs fully insured and develop illustrative rates for plan designs.
• Analyze healthcare claims and identify members eligible for alternative coverage plans.
• Use financial modeler, population health analysis and other tools to predict financial impact on client plans.
• Other duties as assigned.

Additional Responsibilities

• Lead, guide, direct mid-year and annual renewal meetings and participate in internal pre-renewal meetings.
• Prepare spreadsheets, graphs, charts, diagrams, and other illustrative tools for presentations and reports.
• Work collaboratively with client service teams to collect and review data for accuracy and consistency.
• Serve as a Subject Matter Expert on financial reporting.
• Adapt to new software programs when implemented.
• Attend all internal scheduled office and team meetings.
• Remain informed of insurance industry developments and products available in the marketplace and participate in continuing education events.
• Make a positive contribution to client satisfaction and strive to improve client service.
• Attend client meetings when necessary.
• Build rapport with clients, carrier representatives and respond to email inquiries in a timely manner.
• Participate in special projects as required.

Competencies

To perform the job successfully, an individual should demonstrate the following competencies:

Client/Quality Focus – Anticipate, monitor and meet the needs of clients, and respond to them in an appropriate manner. Demonstrate a personal commitment to identify clients’ business needs and continually seek to provide a trusted advisor level of service.

Adaptability – Adjust scheduled work to accommodate an ever-changing environment; Triage the multiple demands and competing priorities by gathering relevant information and applying critical thinking skills; Seek wisdom and insight from SSG team members when needed.

Teamwork - Balance team and individual responsibilities; Exhibit objectivity and openness to others' views; Provide and be acceptant of feedback; Contribute to building a positive team culture; Support the organization as well as your teams' efforts to succeed.

Communication – Communicate effectively and persuasively in any situation - verbally and in writing; Thoroughly digest and interpret information and request clarification when necessary; Listen carefully and respond to questions and communications concisely; Share knowledge and ideas and collaborate effectively with others; Actively participate in meetings.

Dependability - Follow instructions and respond to management direction; Take responsibility for your own actions and follow-through on commitments; Be willing to commit to extended hours of work for required client deadlines and/or to achieve work-related goals; Complete tasks and projects on time and notify appropriate contact if an alternate plan is necessary; Work independently, accept accountability, set personal goals, remain focused under pressure, be acceptant of change when necessary, and meet attendance/punctuality and responsibility requirements. 

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty at a high level. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education and/or Experience

• Bachelor’s degree in a business-related program or equivalent education and/or experience, with an emphasis in math, statistics, or finance required or equivalent level of experience.
• 2-5 years of experience in a similar position with knowledge in healthcare insurance.
• Familiarity with basic financial reporting and basic medical terminology.
• Familiarity with basic statistics and understanding of risk and insurance concepts is preferred.

Soft Skills

• Demonstrates effective leadership, creativity, and problem-solving skills and adapts to working within a team.
• Excellent oral, written and organizational skills.
• Ability to efficiently organize work and manage multiple competing priorities in order to meet client deadlines.

Computer Skills

• Intermediate to advanced skill level in MS Office Excel
• Excellent computer skills including word processing and spreadsheet expertise
• Brokerage Builder / ZyWave software experience
• Experience with reporting dashboards and plan comparison software is preferred.
• Experience working in other MS Office Suite programs such as PowerPoint, Word, etc.
• General use of standard office equipment, such as computer, keyboard, calculator, printer, etc.

Download this full job description to learn more.

SUBMIT RESUME/PORTFOLIO