Employee Benefit Account Manager/Executive

The Capital Group, llc
Bethesda, MD
May 19, 2017
May 22, 2017
Accountant, IT
Specialty Trades
Full Time
Job DescriptionMAJOR RESPONSIBILITIES:A cents € cents Management of ongoing client service relationships for 18-25 clients.A cents € cents Maintain open and clear communication channels with Clients, Producers and Internal Partners.A cents € cents An average of 25-40% of time out of the office and overnight travel should be expected periodically.A cents € cents Communicate due dates, timelines and expectation to clients and partners.A cents € cents Identify problems, summarized and develop strategic solutions.A cents € cents Install new group insurance contracts for existing clients or new clients effectively utilizing resources to match client needs.A cents € cents Administer renewals including preparing appropriate contractual changes.A cents € cents Conduct employee meetings. .A cents € cents Inform clients of ERISA, COBRA, FMLA compliance measures.A cents € cents Develop employee memorandum drafts for client to communicate the following; annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications.A cents € cents Develop and maintain excellent carrier relationships.A cents € cents Other miscellaneous duties as assigned.PROFESSIONAL DEVELOPMENT:A cents € cents Remains informed regarding industry information and new product informationA cents € cents Expected to further industry education through insurance courses with intent to pursue an industry designationA cents € cents Expected to be a strong member of the community and further personal development in volunteer opportunities.CORE JOB OBJECTIVES:A cents € cents Establish effective working relationships with Internal Partners, Clients and CarriersA cents € cents Demonstrate aA cents € oewhatever it takesA cents € attitude to ensure client satisfaction and to support key initiativesA cents € cents Work with Internal Partners, Clients and Carriers to ensure accurate and timely response to all outstanding issuesA cents € cents Work with all clients and partners in a manner that fosters mutual respect and teamworkA cents € cents Respond to requests from all Clients and Partners by stated timeframesA cents € cents Project a professional image in action and appearanceA cents € cents Consistently be on time for work and all scheduled meetings and training classesA cents € cents Review emails within 24 hours, client voicemails within 2-4 hoursREQUIRED SKILLS & QUALITIES:A cents € cents Minimum 3 years prior group insurance experienceA cents € cents 2 year college degree or industry specific designation preferredA cents € cents Must currently hold life and disability insurance license (or must obtain it within 4 months following date of employment) and retain license by meeting the continuing education requirements.A cents € cents Excellent communication skills, both oral and writtenA cents € cents Strong presentation skillsA cents € cents Strong attention to detail and ability to self-check workA cents € cents Excellent time management skillsA cents € cents Task oriented, excellent organizational skills, ability to prioritize work loadA cents € cents Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative and innovativeA cents € cents Excellent problem solving skillsA cents € cents Strong verbal and written communication skillsA cents € cents High level of computer literacy including working knowledge of Windows2003, Excel, WordA cents € cents Prior customer service experience is preferred

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