Experienced Account Manager responsible for managing existing client relationships and developing new sales opportunities in Mainland China for S&P Global.
About the role
- Account Manager responsible for employee benefits account management and client relations in a brokerage environment. Supporting clients with compliance, open enrollment, and claims management.
Responsibilities
- Develops client relationships with HR Manager/Directors as well as C-Suite
- Develops a plan to meet client’s short and long-term needs throughout the year
- Manages the RFP and marketing process
- Collaborates with Producer in the renewal planning process
- Advises and guides clients in compliance matters.
- Manages and facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices.
- Understands and can explain all aspects of carrier renewals for assigned clients
- Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs.
- Manages claims and coverage issue resolution for clients’ employees when elevated from HR.
- Develops open enrollment presentations in Microsoft PowerPoint software for employees and HR Managers as needed.
Requirements
- hold a high school diploma/GED (college degree strongly preferred)
- have at least 3+ years of related employee benefits, account-service experience within a brokerage environment
- Knowledge of employee benefits and related legislation such as ACA, COBRA and HIPAA.
- are currently licensed in good standing
- have the confidence and demeanor to effectively interact with all levels within the organization
- have strong organizational and communication skills
- have a keen attention to detail
- are computer literate - Microsoft Office Suite and Outlook
Benefits
- PPOs, HMO, HSA, FSA, vision coverage, dental coverage
- pet insurance
- paid time off
- a generous 401k plan
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