Now Hiring - Bond Benefits Consulting - Employee Benefits Account Manager in Rochester, NY

Full description of the position

Company Summary

Joining AssuredPartners offers you the opportunity to excel at one of the fastest growing independent companies in the industry. You will experience collaboration with a team that places value in our collective vision and culture of community, respect, and trust. While being encouraged to promote innovative ideas, you will be provided the support to make those ideas a reality. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees to learn and mentor with top leadership for continued professional and personal development. Additionally, you can count on excellent benefits, a comprehensive PTO plan & floating holidays, uncapped career growth, and the best people in the industry. You can learn more about our career paths and support for DEI initiatives here: [please apply online] Summary

The Account Manager will work in collaboration with the Benefits Consultants and the Client Services team and is responsible for the strategic management of client’s employee benefit plans and objectives. The Account Manager is also responsible for developing and maintaining relationships with other internal and external business partners and carriers. This position reports to the Director of Account Services.

The Ideal Candidate

• An excellent problem solver, you thrive on making customers happy and coming up with great solutions
• You have a strong sense of team work, and you are highly dependable
• You are communicative and able to be effective via written and oral communication

If this sounds like you, we invite you to keep reading and apply!

Essential Duties and Responsibilities

Please note that the duties below can vary based on the workflow of your local office.

• Responsible for strategic management of assigned book of business in conjunction with Consultant to understand the client’s business and assist in developing Employee Benefit programs and initiatives that support the client’s goals and objectives. Delivers enrollment, benchmarking, financial and utilization data based on financial review standards and make recommendations as appropriate. Coordinates and ensures a smooth transition process for new customers. Identifies opportunities for adding other lines of coverage or services. Educates clients concerning the regulatory environment and assists clients with compliance issues as necessary.
• Acts as project manager by clearly communicating and collaboratively guiding the account team to execute customer specific initiatives which deliver unique value through the execution of client specific business plans, service timelines, and corporate communication. Coordinates and oversees the renewal process, including marketing activities, understanding underwriting and renewal development, and negotiating on behalf of client.
• Follows agency policies and procedures including reviewing client contracts, maintaining client files, HIPAA compliance, and agency audits among others. Ensures accuracy of all Agency management system information for marketing, benchmarking and other purposes. Updates on-going activity in Agency management system.
• Maintains relationships with internal and external business partners and carriers.
• Participates in special projects/teams, assists in workflow review and improvement initiatives, and performs all other activities inside and outside of job scope.

Minimum Qualifications, Education and/or Experience

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
• Bachelor's degree preferred; 3-5 years of experience; or equivalent combination of education and experience
• Life and health license
• Tech savvy; ability to learn multiple systems. Intermediate skills in Microsoft Office products
• Excellent verbal communication skills

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Experience:

• Account management: 2 years (Required)
• Customer/Client Service: 5 years (Preferred)

License/Certification:

• NYS LAH (Required)

Work Location: Hybrid remote in Rochester, NY