Account Manager

Job not on LinkedIn

🔥 4 hours ago

🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Dayforce

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

👥 HR Tech

☁️ SaaS

🏢 Enterprise

💰 $1G Post-IPO Debt - Dayforce on 2024-03

HR Tech • SaaS • Enterprise

Dayforce is a cloud-based human capital management (HCM) platform developed by Ceridian. It delivers payroll, HR, workforce management (time and attendance, scheduling), benefits administration, and talent management as a single SaaS application designed for businesses and enterprise customers.

📋 Description

• Initiates renewal process for existing clients, discusses renewal strategy with manager or lead; • Analyzes and compares current exposures, follows renewal or new business procedures for marketing; • Provides reports, reviews quotes and coverages for accuracy; • Reviews policies for accuracy and review contracts; • Prepares summaries and/or schedules of coverage for clients; • Provides mentoring and technical guidance to staff assisting with client needs or procedural issues; • Participates in the claims process as directed by management, including claim submission, follow-up, and overall communication; • Notifies manager or leader of pertinent information related to client retention; • Meets with clients as needed or directed by manager or leader; • Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections; • Responsible for collection of fees, reconciliation, and resolution of any outstanding balances within 90 days of invoicing date; • Manage the daily account management of client accounts, including processing policies / endorsements, invoicing, certificates of insurance, premium breakdowns, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to some coverage questions. • Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information); • Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates. • Performs other duties as assigned.

🎯 Requirements

• Bachelor's Degree or equivalent combination of education and experience • Four (4) or more years related work experience • Valid Insurance License • Must continue to meet Continuing Education requirements for license renewal • In-depth insurance knowledge • Excellent verbal and written communication skills • Good leadership, problem solving and time management skills • Ability to work within a team and to foster teamwork • Ability to prioritize work for multiple projects and deadlines • Proficient in Microsoft Office Suite