Job Description

Account Manager Job Description

About Infinity Benefit Solutions

Nobody does health to wealth like we do. It’s proven that physical and financial health are intertwined, and that employers who help their employees on both fronts stand a greater chance of achieving healthier, happier and more productive employees. Our process doesn’t stop at group insurance benefits, it seamlessly links health insurance with retirement and finally individual financial planning to create a comprehensive employee financial wellness culture.

Working with a partner who understands the goals of your organization and is making sure those goals are achieved is critical. Your investment in your people, including benefits spending, is a significant part of operating expenses – it makes sense to partner with a firm whose experience and mission is to ensure that your investment is maximized. Infinity offers a unique set of solutions that tie together your insurance, retirement and individual financial wellness. Our clients view us as a trusted advisor. We will be an extension of your team helping to create a world class benefit offering that helps recruit, reward and retain top talent for your organization.

This may be a good fit if you:

· are looking to get out of the corporate grind and be more than just a number

· are seeking a supportive work environment with a test and learn philosophy

· have a desire to help others protect their future and retire on schedule

· are entrepreneurial and like the challenge of growing the business

· are focused on learning and development to enhance your industry knowledge and expertise

· are willing to invest time and energy to learn the technical aspects insurance

· are self-motivated, have integrity and are looking to developing successful relationships with others

Essential Duties and Responsibilities

Agency Operations

· Responsible for overall retention of accounts in assigned book of business.

· Manages and grows the revenue for a book of accounts utilizing all of Infinity’s value-added services.

· Appropriately documents conversations with clients and carrier partners and updates all agency management systems, ensures the accuracy of data in those systems.

· Acts as project manager for annual plan renewal and implementation. Anticipates concerns developing from the renewal process; proactively checks and verifies all information (new rates, employee enrollments and changes, ID cards, etc.); immediately addresses and solves problems generated through the renewal process.

· Prepares reports for management as required.

Client/Partner Interactions

· Understands key business issues facing the client, and brings viable solutions to the client

· to address those needs.

· Address client and employee inquiries regarding benefit plans, including enrollment or billing issues.

· Acts as liaison between clients and insurance carriers to resolve service issues. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues.

· Communicates thoroughly and clearly with all team members concerning client issues, renewals, and proactive work.

· Manage ongoing relationships with the carrier community including understanding product trends, plan design and underwriting methodology.

· Develop and maintain relationships with client contacts including owners, C-suite executives and human resource leaders.

· Assesses the nature of a problem quickly, understands thoroughly the expectations of the client, and consistently meets those expectations through viable solutions.

Meetings

· Prepare and host open enrollment meetings (via video conferencing or in person, as needed)

· Arrange client-facing meetings involving key items such as renewal process, compliance overview, open enrollment and healthcare reform updates.

· Travels on company business as required.

Teamwork

· Works collaboratively with Employee Benefits Consultant, Client Service Specialist and referring advisor to ensure client experience is seamless.

· Communicates thoroughly and clearly with all team members concerning client issues, renewals, and proactive work.

· Positively influences team members, offers encouragement and praise, and builds good working relationships.

· Promotes and offers ideas for improvement.

Training/Development

· Stays abreast of changes in the insurance industry and other external conditions that may impact clients. Makes appropriate recommendations to clients in response to those changes independent of manager approval.

· Understands thoroughly (and stays knowledgeable of) employee benefits, including plan designs, health care reform (ACA), legislation, and emerging trends.

· Maintain in-depth knowledge of compliance, regulatory issues, and other federal laws as they impact employee benefits.

· Develop expertise in employee benefits by networking and participating in professional development activities through webinars and seminars for continued education, including obtaining industry-related designations.

· Perform other duties as assigned

Required Qualifications

· Bachelor’s degree in Business, Healthcare Administration, Human Resources or other related field and/or minimum of five years of experience in the employee benefits industry

· 1-4 years of experience and knowledge of insurance carriers and employee benefits

· Ability to develop and maintain positive relationships

· Proficient in Microsoft Excel, Microsoft Word, Microsoft PowerPoint and Adobe.

· Partially remote position with expectation to be in the office 4 business days a week and ability to travel to clients when required

· Valid driver’s license and reliable vehicle

Preferred Qualifications

· Current with all necessary CE credits in required lines and states

· Active Life and Health license in Wisconsin 

· Experience with Online Benefit Administration Systems

· Excellent communication and presentation skills (listens, speaks, and writes well); able to interact effectively with people of various responsibility and authority (employees, key contacts, executives, etc.)

· Confidence in identifying business needs and proposing various products and services

· Superior customer service and problem-solving skills

· Strong personal organization system, role requires efficient processes and prioritization

· Ability to work in a highly collaborative team environment

· High level attention to detail

· Professional Designations (RHU, REBC, CEBS)

Supervisory Responsibilities

· This position has no direct supervisory responsibilities but is responsible for the mentoring and development of the Client Services Team as it relates to meeting client needs.

Physical Demands

· The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job.

· While performing the duties of this job, the employee is regularly required to talk and listen. The employee frequently is required to stand, walk, use hands, and reach.

Position Type/Expected Hours of Work

· This is a salaried full-time position with ability to earn commission and bonus income.

· Core days and hours of work are Monday through Friday, 8:00am to 4:30pm.

Travel

· Occasional in state travel will be required.

· Very limited out of state travel may be required for client meetings or training.

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