Account Manager

Job not on LinkedIn

April 26

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Logo of Savoy Associates

Savoy Associates

Savoy is a strategic partner specializing in general agency and consulting services. With more than 39 years’ experience, Savoy is a proudly independent boutique agency that provides a full suite of health and specialty benefits, individual health and life insurance, Medicare, a multichannel Contact Center, compliance and human resources services, technology, research, education, marketing and other innovative solutions through its offices in New York, New Jersey, Pennsylvania, Delaware and Florida.

51 - 200 employees

📋 Description

• Act as a broker resource and aid in supporting any and all efforts of the business development team • Provide assistance to the pre-sales team with RFP requests when necessary • Service the specialty benefit needs of the assigned broker partners • Assist in the marketing, servicing and implementation of Worksite Marketing efforts in the territory • Process billing, claims and eligibility concerns as presented to the team • Report new sales and renewal case information in Vue • Assist in case installation as needed • Support the marketing needs of the Account Executive to assist with brokers on sales situations • Scrub new case paperwork and submit to carrier partners for implementation • Process new and renewing cases internally using Vue and all other internal reporting function • Pre-sale processes when needed in supporting teams for groups under 25 lives • Track and follow up on all active proposals with business development teams, broker partners and clients • Handle billing, claims, or process concerns of our partners and clients • Provide marketing support for all specialty benefit prospects

🎯 Requirements

• Bachelor’s degree preferred but not required • 3+ years of insurance experience preferred • Life/Health licensed in NJ, NY, PA, DE • Proficient in using Microsoft Office Suite • Ability to prioritize and manage time in a fast-paced environment • Exceptional attention to detail and outstanding organization and communication skills

🏖️ Benefits

• Medical/dental/vision plans, which start from day one! • Life and accident insurance • 401(K) and Roth options • Tax-advantaged accounts (HSA, FSA) • Educational expense reimbursement • Paid parental leave • Digital mental health services (Talkspace) • Flexible work hours (availability varies by office and job function) • Training programs • Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing • Charitable matching gift program • And more...

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