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Gallagher Re · 2 months ago

Employee Benefits, Senior Account Manager

Pittsford, New York

Full-time

Hybrid

Mid, Senior Level

$58K/yr - $97K/yr

3+ years exp

Gallagher Benefit Services is a trusted partner to organizations navigating important people decisions. The Senior Account Manager will maintain client relationships, support enrollment processes, and ensure compliance while providing exceptional client service and risk management consulting.

ConsultingInsuranceRisk Management

Responsibilities

Maintains accurate client information to provide day-to-day client support and address intermediate-level client inquiries

Assists in the development of strong business relationships with appropriate insurance carrier personnel. Recognizes and satisfies carrier goals and objectives to enhance business relationships

Conducts quarterly service status calls to assigned book of business clients

Assists in completion and processing of applications; Schedules, prepares for, and supports open enrollment meetings

Support in client retention by maintaining a positive relationship and image with clients

Supports in enrollment, benchmarking, financial and utilization data based on financial review standards

Maintains all client information in accordance with both company procedures and HIPAA regulations. Follows company procedures in order to achieve positive audit results

Ensures accuracy of account information for both new and renewal policies, endorsements, and audits for accuracy. Works with carrier to ensure accuracy of client information and forms. Communicates any outstanding or impactful topics from the carrier back to the client

Oversees installation of the group on renewal. Finalizes enrollment with carrier and reports the results to team members

Support maintenance of agency management system, communication system, and other tools

Collects forms/data/schedules for regulatory compliance

Leverages technical knowledge to ensure carrier quotes are received in a timely fashion; Reviews quotes for gaps and assists with inquiries from the carrier

Updates BenefitPoint in a timely manner including updates to on-going activity

Qualification

Client service experienceClaims management experienceProducer's LicenseMicrosoft Office proficiencyRelationship managementCommunication skillsProblem-solving skills

Required

Bachelor's degree with 3+ years client service and/or claims management experience -OR- High School degree/GED with 8+ years client service and/or claims management experience

Producer's License

Ability to travel up to 25% of the time

Proficiency in Microsoft Office

Appropriate licensing as required