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United Insurance · 1 month ago

Employee Benefits Account Manager - Small Group

Portland,ME,US

Full-time

Onsite

Entry Level

1+ years exp

United Insurance is seeking a Small Group Account Manager for Employee Benefits to oversee the management of group accounts with 50 or fewer lives enrolled. The role involves serving as the main point of contact for clients, ensuring service deliverables are met, and maintaining strong relationships with clients and their employees.

Insurance

Responsibilities

Establishes and maintains a professional, positive, and team-oriented relationship with colleagues

Adhere to company policies and procedures for workflow and documentation

Initial point of contact for employer groups/employees on all service-related issues

Assists clients with compliance filings, as applicable

Foster long-term relationships with our clients and their employees

Researches and resolves day-to-day client issues

Respond to daily calls, enrollment, and billing requests, claims inquiries

Retain clients by maintaining solid client relationships

Manages and maintains assigned book of business in conjunction with internal team members

Works closely with Benefits Account Executives to manage the renewal process

Attends regular face-to-face meetings with clients

Conducts enrollment meetings as needed

Maintain awareness of new developments, compliance updates or changes with the various carriers and Federal/State laws that may affect our clients

Maximize growth and retention through superior customer service

Maintain a professional connection among clients, the agency, and carriers

Support team employees in day-to-day operations as needed

Make a positive contribution to the overall success of the UIG Employee Benefits team

Attend and complete any training sessions or assignments as required

Participate in continuing education programs in both insurance and sales

Adhere to client service standards of the department and agency

Complete file maintenance and assigned tasks in Applied EPIC in the expected timeframe

Meet or exceed expectations of job responsibilities

Perform other tasks on projects as needed/assigned

Qualification

LifeHealth licenseAccount management experienceHealthAncillary products knowledgeMicrosoft Office proficiencyCustomer relationship skillsCommunication skillsProblem-solving skillsTeam-oriented attitude