Employee Benefits Senior Account Manager

Job Description
The Employee Benefits Senior Account Manager will provide primary responsibility for the customer service of the firm's most strategic self-funded and/or fully insured clients. As the primary day-to-day contact for a select group of clients, the Employee Benefits Senior Account Manager will demonstrate proven leadership relative to strategic planning, relationship management and various financial arrangements. The Employee Benefits Senior Account Manager meets agency standards by maintaining a positive attitude internally and externally, customer service focus, attention to detail, responsiveness and adaptability.

Primary Duties

• The individual is required to be a self-reliant, highly efficient and organized person with strong problem solving, communication and interpersonal skills. Ability to anticipate and meet the assigned Producer(s) and clients' needs in a timely and professional manner to ensure favorable relationships.
• Ability to handle client and carrier/vendors questions daily; review proposals, negotiate pricing where appropriate, and assist the Producer(s) with upselling additional products and services.
• Proactive customer service, telephonically or in person, on issues such as, but not limited to, benefits review, answering questions on benefits, eligibility, claims and conducting employee meetings, etc. Review completed data to ensure accurate completion of required documents.
• Perform customer service functions in a timely, courteous and professional manner on a day-to-day basis, to include, but not limited to responding to customer questions,
• Researching/investigating insurance issues and problem solving as required. Print and review financial reports monthly and benchmarking reports for self-funded clients, as needed.
• Maintain accurate client files and input new or amended benefits on agency computer systems. Monitor all submissions for quotes, proposals, and applications until all initial material for customer and agency commission/fees are received.
• Communicate in a timely, courteous and professional manner with Producer(s), clients, co-workers and insurance companies, to facilitate a productive environment and ensure proper administration of accounts, to include, but not limited to rating and contract concerns, underwriting issues, claim situations, etc.
• Develop, prepare and/or present professional materials to or for clients.
• Coordinate renewal of existing business and implementation of new business, to include, but not limited to: collecting information from the client/prospect; reviewing quotes; ensuring administrative paperwork and applications are complete; submitting applications to insurance company for final rates, if needed; ordering/preparing employee packets; review contracts; policies and booklets for accuracy.
• Maintain current knowledge of the marketplace including staying up to date on continuing education to maintain an active Life & Health License.
• Ability to travel to client locations approximately 25% on average.
• Assist Producer with drafting of service agreement and track to completion per standard renewal process.

Experience and Skills
Years of Experience:

• 5-10

Education:

• Bachelor's Degree; or combined equivalent years of education and experience
• Health & Life license required (may obtain upon hire)

Additional Information:

• Comprehensive knowledge of employee benefit insurance products and services is required.
• Basic knowledge of wellness, strategic planning and underwriting process is required.
• Excellent organizational, multi-tasking, attention to detail and a sense of urgency follow up skills are required.
• Proficient in Microsoft Office products such as Word, Excel and Power Point.
• Able to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately.
• Meets or exceeds department standards with regard to job knowledge, quality, efficiency, initiative, cooperation, customer service, and overall performance.
• Ability to work efficiently and effectively as part of a team and/or independently.
• Professional certification(s) (CEBS, GBA etc.,) is a plus.

Job Benefits

• Medical, Dental & Vision
• Short-Term & Long-Term Disability
• Extended Holiday Weekends
• Flexible PTO
• Paid Parental Leave
• Company Matching Donations
• 401k, Roth Option & Matching
• Life Insurance
• Hybrid Work Environment
• Wellbeing Coaching
• Mental Health Sessions
• Tuition Reimbursement
• Fully remote position will be considered if candidate is more than 50 miles from local Indianapolis office

Why Work at G&A?

Gregory & Appel helps organizations and people grow through tailored risk management strategies. From helping companies with their business insurance programs and employee benefits offerings to helping individuals protect their assets - our team is the difference.

Who wouldn't want to work for a company that:

• Supports community involvement
• Prioritizes diversity, equity and belonging
• Invests in your future
• Gives 10% of profits back into the community