Account Manager II – Small Group Benefits

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🔥 1 hour ago

🤠 Texas – Remote

🤠 Texas – 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 (from Ceridian) that unifies payroll, HR, benefits, workforce management (time and attendance, scheduling), talent management, and analytics into a single SaaS application. It is designed for enterprise customers to manage payroll and workforce processes in real time, support compliance, and optimize labor across organizations.

📋 Description

• Responsible for providing customer service and overall service of assigned customers and/or policies • Soliciting of new business on existing accounts and support of Producer-led new business efforts • Service 1 – 99 life in force groups • Provide full-service for select producers including the plan changes, questions from groups, marketing for some agents according to rate increase level • Review renewals as they come in and provide renewal and template letter to clients • Market the group or present to the group depending on rate increase • Foster and manage overall relationship with clients ensuring retention of executive benefits book of business and high satisfaction • Manage General Agency relationships for assigned book-of-business • Select markets for solicitation, direct General Agencies in marketing, and review GA’s plan illustrations • Negotiate with markets for benefits premium concessions • Review coverage contracts for accuracy of policy provisions • Independently meet with clients for pre-renewal strategy, proposal delivery, and explanation • Conduct client meetings, coordinate and conduct open enrollments, and answer questions regarding benefit coverage • Manage new carrier and plan implementations for book of business • Assist with implementation of BenAdmin systems, and complete renewals within those systems • Serve as an expert on Alliant employee communication solutions in client and prospect meetings • Prepare reports and review for accuracy • React, process, and follow up on new business • Meet with clients as they need, or as directed by Producer • Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date • Comply with agency management system data standards and data integrity • Other duties as assigned.

🎯 Requirements

• Bachelor’s degree or equivalent combination of education and experience • Five (5) or more years of related work experience • Valid insurance license • Must continue to meet Continuing Education requirements for license renewal • Competent experience with California GA quoting engines • Thorough understanding of small group market, products, and underwriting guidelines • Thorough understanding of compliance and contribution modeling in relation to small groups • Proficient in Microsoft Office Suite