Account Manager, Employee Benefits

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🔥 1 hour ago

🌶️ New Mexico – Remote

🌶️ New Mexico – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

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Unison Risk Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2020

🤝 B2B

💸 Finance

B2B • Finance

Unison Risk Advisors is a high-growth platform of independent, employee-owned firms that delivers risk management and insurance brokerage solutions to corporate and institutional clients worldwide. The company provides insurance brokerage, risk consulting, employee benefits expertise, and shared services while enabling partner firms to retain local presence, culture, and ownership. With dozens of offices, over a thousand employees, and multiple acquisitions, Unison focuses on serving businesses with tailored insurance, loss prevention, and risk-transfer strategies.

📋 Description

• Providing the Gibson client experience to existing accounts and potential clients • Promptly handling client requests, questions, and policy changes • 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 • 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 • 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

🎯 Requirements

• 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)

🏖️ Benefits

• Access to high quality training • Tools and resources to support employee owners • Comprehensive benefit offering available to choose from