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Role Description

The Account Manager is responsible for overseeing a portfolio of clients with increased complexity, ensuring the successful management of carrier renewals, census data, and compliance with carrier guidelines. This role involves conducting in-depth benefit analysis, recommending strategic enhancements to clients' benefit programs, and providing expert guidance on adding additional lines of coverage options. The Account Manager collaborates closely with clients, brokers, sales consultants, and carrier partners to deliver exceptional service, which may also include managing Co Broker arrangements. This role requires advanced industry knowledge, proficiency in Warner Pacific’s proprietary systems, and expertise in carrier portals.

Overview of Responsibilities:

• Advanced Renewal and Open Enrollment Management:
  • Manage a portfolio of accounts with a focus on complex clients, ensuring accuracy and timely execution of renewals.
  • Facilitate open enrollment by coordinating with group administrators and sending all enrollment changes to carriers.
  • Collect and analyze census data and client information to develop tailored renewal strategies.
  • Effectively coordinate and manage shared client accounts with Co-Broker arrangements if applicable.
  • Utilize various CRM platforms to track renewals, upsells, and pending/completed cases.
  • Develop customized marketing analysis and competitive reports to assist clients in optimizing their benefit offerings.
• Client Communication:
  • Communicate with clients, brokers, and sales consultants to provide strategic recommendations for benefit plan design and carrier selection.
  • Present renewal options, cost, and potential plan enhancements.
  • Assist clients in navigating complex renewals including the transition process for carrier changes.
  • Maintain proactive communication with clients to ensure a seamless renewal process.
• Collaboration & Team Support:
  • Provide support to less experienced Account Managers by offering training and guidance on best practices.
  • Work closely with case installation and new business teams to streamline onboarding for new business.
  • Act as a backup for assigned Account Managers and provide high-level assistance.
  • Participate in cross-functional projects and initiatives aimed at improving team performance and service delivery.
• Market & Product Knowledge:
  • Stay informed on benefits, plan designs, and market competition to provide accurate renewal analysis and marketing recommendations.
  • Monitor industry regulations and compliance standards to maintain up-to-date knowledge of the employee benefits market.
• Customer Service:
  • Provide high-level customer service, ensuring timely resolution of client inquiries.
  • Proactively identify potential client issues and develop solutions to mitigate risks and enhance service quality.
  • Maintain a client-first approach, ensuring satisfaction and long-term retention.

Qualifications

• Minimum of a high school diploma or equivalent; advanced education or degree preferred.
• Minimum 3 years of prior experience as an Account Manager or equivalent background in insurance knowledge and experience.
• Must hold and maintain Life & Health License by timely renewing license and completing all required continuing education courses.
• Strong understanding of employee benefits products, contributions, and pricing models.
• Solid leadership and mentorship abilities.
• Advanced proficiency in using Microsoft Office suite and CRM systems.
• Effective communication across various channels, tailoring messages to different audiences.
• High-quality customer experience by building trusted relationships and managing account activities.
• Advanced analytical and problem-solving abilities with consistent accuracy and thoroughness.
• Ability to manage competing priorities and deadlines in a dynamic environment.
• Proven ability to collaborate across teams and departments.

Requirements

• Remote work is permitted, with occasional in-office attendance required for meetings, training, and team collaborations.
• Full-time position, Monday to Friday, with overtime during peak periods, holidays, and weekends as requested.
• Minimal travel may be required for client meetings or training sessions.

Compensation

• Hourly Range: $26.29 - $35.05 per hour.
• Actual compensation may vary based on work experience, education, and/or skill level.
• The hourly or salary range is the range Warner Pacific believes is the range of possible compensation for this role.

Benefits

• Merit increases.
• Paid holidays.
• Paid Time Off.
• Medical, dental, and vision benefits.
• Short- and long-term disability benefits.
• 401(k) + match.
• Life insurance.