UNICO Group ยท 1 day ago
Benefits Account Manager
UNICO Group is seeking a Benefits Account Manager who will serve as the primary business contact for clients and ensure their satisfaction. The role involves managing client service relationships, administering insurance contracts, and maintaining effective communication with internal partners and carriers.
FinanceFinancial Services
Responsibilities
Proactively and professionally manage client service relationships
Maintain open communication channels with internal partners, clients, and carriers
Communicate due dates, timelines, and expectations to clients and partners
Identify problems, summarize, and develop strategic solutions
Install new group insurance contracts for clients effectively utilizing resources to match client needs
Administer renewals including preparing appropriate contractual changes
Inform clients of ERISA, COBRA, and FMLA compliance measures
Develop employee communications on behalf of the client for the following: annual renewal changes, enrollment procedures, miscellaneous benefit changes, and clarifications
Develop and maintain excellent carrier relationships
Attend employee new hire and open enrollment meetings as needed
Maintain agency management and commissions software
Remain informed regarding industry information and new product information
Expect to further industry education through insurance courses and pursue an industry designation
Expected to be a strong member of the community and further personal development in volunteer opportunities
Qualification
Required
High School Diploma required
Minimum of three years of experience delivering client-focused solutions based on customer needs
Current life and health insurance license, or willingness and ability to obtain within 45 days of employment
Demonstrated ability to communicate and present information professionally and effectively at all levels of the organization
Ability to successfully interact with a variety of client personality types
Ability to follow up on activities from start to finish while working independently
Proven ability to manage multiple projects while paying strict attention to detail
Demonstrated computer proficiency in Microsoft Office, and ability to learn new software applications
This role's physical exertion is sedentary and occurs in an office environment
Exerting up to 10 pounds of force occasionally and a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects
Substantial movements and repetitive motion of the wrists, hands, and fingers
Must have close visual acuity to perform activities such as preparing and analyzing data and figures; transcribing, viewing a computer, and extensive reading
Preferred
Bachelors or Associates degree preferred
Experience with group health insurance is preferred
Company
UNICO Group
UNICO Group is an insurance company offering insurance and financial solutions.
Funding
Current Stage
Growth StageRecent News
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