Account Manager, Employee Benefits

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🕒 Maio 12

🌶️ New Mexico – Remoto

🌶️ New Mexico – Remote

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Unison Risk Advisors

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 2020

🤝 B2B

💸 Finanças

B2B • Finance

A Unison Risk Advisors é uma plataforma em rápido crescimento de empresas independentes e de propriedade dos funcionários, que oferece soluções de gestão de riscos e corretagem de seguros para clientes corporativos e institucionais em todo o mundo. A empresa fornece corretagem de seguros, consultoria de riscos, expertise em benefícios aos funcionários e serviços compartilhados, permitindo que as empresas parceiras mantenham a presença local, cultura e propriedade. Com dezenas de escritórios, mais de mil funcionários e múltiplas aquisições, a Unison foca em atender negócios com estratégias personalizadas de seguro, prevenção de perdas e transferência de risco.

Descrição

• 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

🎯 Requisitos

• Must have 2+ years of experience in a similar role within the insurance, risk management, or financial services industry • Life & Health license (or the ability to obtain the license within 3 months of employment)

🏖️ Benefícios

• Comprehensive benefit offering available to choose from