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Account Manager

Company: Alera Group
Location: Evanston
Posted on: March 18, 2023

Job Description:

-Our team of employees at GCG is highly motivated, innovative, and passionate for providing an exceptional client experience. We look for individuals interested in growing with our firm, and working in an exciting, open and collegial work environment. -Are you looking to join a dynamic, forward-thinking team with a strong commitment to delivering the best possible outcomes for clients? -GCG Financial, LLC is seeking a top performing healthcare industry leader to serve as an Account Manager in our Key Accounts division. This person must excel in providing the best-in-class strategic account development and service to existing clients while working collaboratively with our Benefit Consultants to help uncover new business opportunities.The Account Manager coordinates the placement and service of employee benefits for GCG clients and works collaboratively with internal and external teams to ensure a best-in-class experience for GCG clients. This position is client-facing and leverages competencies and advanced knowledge of benefits insurance services, HR administrative functions and plan design to best service GCG clients. - The successful candidate must excel in providing exceptional strategic account development and service to existing clients while working collaboratively with Account Executives and Benefit Consultants. -
Collaborate with producers and/or account executives, service team, and other internal departments to plan, execute and track customized service strategies for each client, designed to create measurable value and efficiencies in their business:

  • Build personalized client relationships through demonstrated ownership of the service plan and multiple channels of communication such as phone, email and occasional in-person meetings
  • Create RFPs which provide a summary of programs and options, service plan and other specific deliverables designed to support clients in making decisions about insurance programs
  • Analyze risk and coverage program structure and recommend options; execute coverage and program changes through spreadsheeting options
  • Evaluate coverage, terms and conditions of quotes received from underwriters; compare quote options from multiple carriers and present coverage comparisons as requested -Collaborate with the service team to manage and oversee new business and renewal processes by following workflow procedures and best practices:
    • Manage a book of business $800,000 to $1M in size with an AE assigned to all accounts; Manage mainly fully insured cases but could include level funded and self-funded accounts
    • Create RFP submissions for underwriters by engaging with clients and prospective clients on their coverages and program needs, assembling into an RFP submission package following best practices
    • Communicate with underwriters on RFP submissions and when necessary negotiate premium, coverage, and other terms on behalf of clients
    • Accurately maintain complete client files including the clear documentation of account detail in agency management systems, including policy information, activities, attachments and correspondence
    • Develop and maintain positive working relationships with insurance carriers, attend meetings and events as appropriate and proactively learn about their products and underwriting approaches
    • Advocate for each unique clientConsistently follow client service workflows and appropriately engage internal resources such as process support team, procedure manuals and reporting tools to ensure efficiency and accuracy of execution:
      • Oversee the accuracy and display of information in client Employee Navigator and benefits portal; consult with and enact client decisions regarding access to portal by their staff
      • Work with internal departments and teams to ensure cohesiveness and timeliness of service execution
      • Take an enterprise-wide approach to client service by collaborating with other Employee Benefits department service teams to create a cohesive client service experience
      • Remain current on forms, coverage insurance carriers, industry trends and legislation
      • Maintain successful relationships with producers, account executives, carrier client service representatives, managers, and leadership team
        • Undergraduate college degree preferred or equivalent work experience
        • Life and Health Insurance State License - required
        • Professional Certification preferred (GBA, PHR, CLU, CEBS, CBP)
        • Minimum 5 years insurance carrier, benefits administration, and/or insurance brokerage experience preferred.
        • Intermediate to advanced knowledge of the following:
          • HMO, PPO, CDHP for health plans
          • Wellness programs, dental, life, short- and long-term disability
          • Regulatory environment of employee benefit plans
          • Ability to establish priorities, work independently and proceed with objectives with little or no supervision
          • Computer skills with proficiency in Word, Excel and PowerPoint including strong proficiency in creating and verifying financial spreadsheets
          • Strong relationship management skills and excellent customer service skills
          • Highest integrity in as it pertains to confidentiality of client data
            We're an -equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.PandoLogic. Keywords: Customer Service Representative, Location: Evanston, IL - 60208

Keywords: Alera Group, Evanston , Account Manager, Executive , Evanston, Illinois

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