The Account Manager operates as a resource to the Employee Benefits team, Account Executives, Producers, clients, carriers and vendors by providing prompt, efficient and high-quality service. They are willing to build and maintain relationships, face new opportunities, and learn and research independently when needed.
Maintains a concern for accuracy, timeliness and completion when interacting with clients, benefits team and insurance carriers/vendors to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.
Produce reports / data extraction from appropriate carriers, vendors, and agency systems.
Provides timely support for all Employee Benefits clients.
Assists with presentations, employee material and marketing items, as needed.
Is responsible for client enrollment kit fulfillment that involves necessary materials, overseeing printing, scheduling meetings with clients, and presenting the open enrollment meetings, in person or via e-presentation.
Generates external communications, including but not limited to benefit administration, claims, renewals, evidence of insurability, COBRA, and client concerns, as needed.
Create a good rapport with clients and insurance carriers/vendors.
Maintains compliance documents and performs updates to them when necessary.
Conducts effective enrollment meetings, as needed.
Knowledge, Skills and Abilities:
Florida 2-15 License, as required by the State Department of Insurance or be willing and able to obtain all required licenses within the first 180 days of employment.
Bachelor’s degree preferred plus 2-5 years of related experience.
Intermediate to advanced knowledge of Microsoft Word, Excel, Publisher, Outlook, and PowerPoint and the ability to learn any other appropriate software systems.
Strong presentation skills, both verbal and written communications.
Capacity to manage multiple tasks while using strong reasoning and analytical skills.
Travel – Intermittent, up to 20% for client meetings.
M.E. Wilson Company is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran’s status, or any other characteristic protected by local, state or federal laws, rules or regulations.