Position Summary:

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.

Responsibilities:

• 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.

Other:

• Travel – Intermittent, up to 20% for client meetings.

Important Notice:

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.