Open Positions: Account Manager
The Account Manager is responsible for supporting the Group Benefit Consultant on their assigned book of business while delivering exceptional proactive service to clients.
As an Account Manager at The Timberland Group, you will play a critical role in building and maintaining strong relationships with our clients. You will serve as the primary point of contact for clients and work closely with our team of insurance professionals to ensure that clients’ insurance needs are met effectively and efficiently.
Duties and Responsibilities
- Support Benefit Consultant in managing the renewal process for all clients
- Develop and maintain relationships with client contacts including executives and human resource contacts
- 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
- Address client and employee inquiries regarding benefit plans, including enrollment or billing issues
- Manage ongoing relationships with the carrier community including understanding product trends, plan design and underwriting methodology
- Develop expertise in employee benefits by networking and participating in professional development activities through webinars and seminars for continued education, including industry-related designations
- Maintain in-depth knowledge of compliance, regulatory issues, and other federal laws as they impact employee benefits
- Maintain and document activities in CRM system, as well as following renewal and onboarding processes
- Take proactive service approach with clients, as well as Benefit Consultant needs and how best to service
- Collaborate with Account Manager team for best practice solutions
- Responsible for escalated employee level issues as needed
- 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
- Ability to develop and maintain positive relationships.
- 3-5 years of experience and knowledge of insurance carriers and employee benefits.
- Proficient in Microsoft Excel, Microsoft Word, Microsoft PowerPoint and Adobe
Benefits
- Competitive salary and commission structure.
- Health, dental, and vision insurance.
- Retirement savings plan.
- Ongoing training and professional development opportunities.
- A collaborative and supportive work environment
If you are a dedicated and client-focused insurance professional looking to join a dynamic team in a boutique insurance brokerage firm, we encourage you to apply for the Account Manager position by emailing our office manager, Heather, at hveryser@timberlandgroup.com.
Join us in delivering exceptional insurance solutions and service to our valued clients.