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Employee Benefits Account Manager

Accepting applications until February 26, 2021 at 12:00 AM EST

Location: KMRD Partners, Warrington, PA 18976
Department: Sales
Division: Corporate
Job Status: Full-Time
Rate of Pay: 55,000 - 63,000

Job Description

The Employee Benefits Account Manager is responsible for the day-to-day management of an assigned block of employee benefits clients. As an account manager and benefits consultant, this position is responsible for solving complex customer service issues, preparing RFPs, working with insurance markets on plan design and pricing, developing and recommending benefit funding strategies, developing and recommending benefit plan designs, maintaining data integrity, and taking the lead on renewals. The Employee Benefits Account Manager/Employee Benefits Consultant serves as the client’s primary point of contact for all issues and services related to the account. This role can be completed remotely on a hybrid schedule.

  • Provide client services and serve as the day-to-day contact on benefit plan matters; respond within 1 business day. If issue is not resolved immediately, communicate regularly with clients on actions taken and timeline for resolution.
  • Collecting required information for obtaining benefit plan pricing from insurance carriers and general agents
  • Leading on designated renewals; prepare RFPs, collect and review competitive proposals, negotiate with carriers, prepare renewal presentations illustrating market offerings and present recommendations
  • Provide administrative support to assigned clients
  • Resolve client service issues and concerns directly
  • Support senior level team members
  • Escalate client concerns when appropriate
  • Maintain data integrity and quality with any applicable technology platforms in a timely manner
  • Generate interest in additional lines of coverage and cross serving opportunities
  • Coordinate employee communications and open enrollment meetings
  • Oversee new client set-up, renewals and open enrollment meetings
  • Educate clients on applicable legislation and market trends
  • Advise clients on employee benefits compliance
  • Collaborate and supervise assigned third party service providers assigned to the client
  • Proficient with Microsoft Office including Outlook, Excel, Word, Power Point and related programs
  • Work closely with Account Executive and Producer to ensure client needs are fully communicated throughout the team.
  • Demonstrates KMRD Partner’s people and leadership values and behaviors.
  • Demonstrates the ability to follow up on schedules, set priorities and achieve deadlines.
  • Demonstrates a real sense of inquiry and a personal willingness to learn.
  • Demonstrates the ability to take responsible actions within the parameters of the role without a constant need to be directed by others.
  • Abides by KMRD Partner’s Code of Conduct and builds trusted partnerships throughout the organization.
  • Works daily to improve workplace safety and health; establishes and maintains effective relationships by gaining trust and respect.
  • Is approachable and easy to talk with; puts forth an extra effort to make people at ease; is patient and builds a rapport with employees and business partners and is a good listener.
  • Is a team player, has the trust and support of peers and promotes collaboration within departments.
  • Able to manage multiple tasks with a strong attention to detail.
  • Organizational Understanding & Thinking - Demonstrates an understanding of the organization in its entirety and works to achieve results across disciplines, departments and functions. Develops and maintains supportive relationships across the organization.
  • Mediation/Conflict Resolution - Mediates difficult employee relations and/or other interactions as neutral party. Partners with leaders to create conflict resolution strategies and processes for overcoming resistance to change.
  • Problem Solving/Analysis - Considers multiple sides of an issue; weighs consequences before making final decision. Makes informed decisions based on available information. Recognizes issues, and determines actions needed to advance the decision making process. Follows up as necessary.
  • Maintain active Life & Health Agents License.
  • BA/BS in business administration, risk management, human resources management, or related field. Industry certifications are a plus. Three to five years of employee benefits account management experience in the middle market segment.
  • Must have a working knowledge of the Affordable Care Act (ACA), strong oral and written communication skills, current licensing in appropriate lines of authority; and proficient in the use of appropriate technology.
  • Must have familiarity with carrier products and underwriting guidelines.
  • Must be able to travel based on client and business needs.
  • Must be able to research information and analyze data to arrive at valid conclusions.
  • Must be a flexible thinker with an ability to quickly adapt to a changing environment. Must have a strong work ethic, integrity and commitment to KMRD’s vision and mission. Excellent administrative, communication, and interpersonal skills.