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United Insurance · 2 days ago

Employee Benefits Account Manager - Large Group

Portland,ME,US

Full-time

Onsite

Entry, Mid Level

2+ years exp

United Insurance is seeking a Large Group Account Manager for Employee Benefits to manage a book of business involving group accounts with over 50 enrolled lives. The role involves serving as the main point of contact for clients, ensuring service deliverables meet expectations, and fostering long-term relationships with clients and their employees.

Insurance

Responsibilities

Establishes and maintains a professional, positive, and team-oriented relationship with colleagues

Adhere to company policies and procedures for workflow and documentation

Initial point of contact for employer groups/employees on all service-related issues

Effectively and efficiently manages complex accounts and high-level service deliverables

Assists clients with 5500 forms and other compliance filings, as applicable

Foster long-term relationships with our clients and their employees

Researches and resolves day-to-day client issues

Respond to daily calls, enrollment, and billing requests, claims inquiries

Retain clients by maintaining solid client relationships

Manages and maintains assigned book of business in conjunction with internal team members

Works closely with Benefits Account Executives to manage the renewal process

Attends regular face-to-face meetings with clients

Conducts enrollment meetings as needed

Maintain awareness of new developments, compliance updates or changes with the various carriers and Federal/State laws that may affect our clients

Maximize growth and retention through superior customer service

Maintain a professional connection among clients, the agency, and carriers

Support team employees in day-to-day operations as needed

Make a positive contribution to the overall success of the UIG Employee Benefits team

Attend and complete any training sessions or assignments as required

Participate in continuing education programs in both insurance and sales

Adhere to client service standards of the department and agency

Complete file maintenance and assigned tasks in Applied EPIC in the expected timeframe

Meet or exceed expectations of job responsibilities

Perform other tasks on projects as needed/assigned

Qualification

Account managementLifeHealth licenseHealthAncillary productsMicrosoft OfficeCustomer relationship skillsEmpathyCommunication skillsProblem solvingOrganizational skillsSelf-starter