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Gibson · 23 hours ago

Account Manager, Employee Benefits

Portage, MI

Full-time

Onsite

Entry, Mid Level

2+ years exp

Gibson is a majority employee-owned organization committed to creating world-class service experiences for customers. The Account Manager provides ongoing support and service to employee benefits clients, assisting with existing clients and new business prospects while managing day-to-day client activity and ensuring high-quality service delivery.

Auto InsuranceConsultingFinancial ServicesInsuranceLife Insurance

Comp. & Benefits

Responsibilities

Providing the Gibson client experience to existing accounts and potential clients by:

Promptly handling client requests, questions, and policy changes, in a professional manner

Documenting all client activity and correspondence into agency management tools and software systems

Managing the day-to-day client activity through:

Developing and retaining solid partnerships with clients’, HR managers and other client support staff

Managing service/billing/claims/enrollment issues with clients

Handling carrier or administrative issues as part of a client service team for client accounts

Researching and resolving issues for clients in a timely manner

Planning, prioritizing, and completing day-to-day workload, considering new business, renewal business and day-to-day service responsibilities for the clients’ accounts assigned in a timely manner ensuring internal/external deadlines are met

Attending internal renewal meetings

Managing implementation of new lines of coverage and carrier changes with Client Manager

Preparing employee communications material such as:

Benefit Guides, brochures, flyers and payroll stuffers

Proofing booklets and contracts for accuracy and resolving any inaccuracies

Requesting Schedule A’s for clients’ IRS Form 5500 filings and facilitating signature ready Form 5500s

Assisting clients on where to obtain required notices, such as Medicare Part D Notice requirements

Maintaining data integrity in the agency management system

Working with Service Support Specialist to set up HR managers and support staff with Gibson tools

Informing Client Managers of escalated service issues

Managing ResourcePro utilization

Acting as a backup to team personnel as needed

Maintaining confidential information

Performs other duties and special projects as assigned

Qualification

Client managementLife & Health licenseInsurance industry experienceProblem solvingCommunication skillsDocumentation skillsTeam collaborationTime management