Account Manager, Employee Benefits

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🕒 il y a 1 mois

🌶️ New Mexico – Distant

🌶️ New Mexico – Remote

⏰ Temps Plein

🟢 Junior

🟡 Intermédiaire

💰 Responsable de comptes

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Unison Risk Advisors

Site WebLinkedInTous les Emplois

501 - 1000 employés

Fondée en 2020

🤝 B2B

💸 Finance

B2B • Finance

Unison Risk Advisors est une plateforme en forte croissance composée de cabinets indépendants détenus par des employés, qui offre des solutions de gestion des risques et de courtage d'assurance aux clients corporatifs et institutionnels dans le monde entier. L'entreprise fournit des services de courtage en assurance, de conseil en risques, d'expertise en avantages sociaux et de services partagés tout en permettant aux cabinets partenaires de conserver leur présence locale, leur culture et leur propriété. Avec des dizaines de bureaux, plus d'un millier d'employés et de nombreuses acquisitions, Unison se concentre sur le service aux entreprises avec des stratégies d'assurance, de prévention des pertes et de transfert de risques sur mesure.

Description

• 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

🎯 Exigences

• 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)

🏖️ Avantages

• Comprehensive benefit offering available to choose from