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Summit Financial Group, Inc. · 2 days ago

Account Manager - Employee Benefits

Dallas, TX

Full-time

Onsite

Entry Level

1+ years exp

Summit Financial Group, Inc. is seeking an Account Manager to support their Employee Benefits Leadership Team and ensure outstanding customer service for clients. The role involves managing client relationships, coordinating marketing processes, and contributing to client retention and business growth.

Financial ServicesInsurance

Culture & Values

Hiring Manager

David M. Stewart CLU®, ChFC®, CASL®, RICP®

Responsibilities

Operate as the lead point of contact and relationship manager for an assigned book of business

Coordinate timelines and deadlines with producers, clients/prospects, benefits specialists and other team members for all presentations and plan updates

Collaborate with benefits specialists and producers to respond to RFP’s, evaluate carrier proposals, and determine which options are most suitable for clients

Conduct enrollment and/or education meetings and plan reviews. Keep producers informed of any changes within the client base such as personnel changes and new acquisitions

Proactively contact clients with courtesy communication to ensure the plan is running smoothly and address any questions. Send out updates regarding industry, carrier, legislative, newsletters, and invitations to seminars

Coordinate with benefits specialists to prepare enrollment and plan communication materials, such as benefit guides, notices, etc., and collect and complete enrollment and plan change documentation based on client’s renewal decisions and finalize a successful implementation process

Actively stay informed of insurance products, plans, representative and insurance regulations change through industry communications, meetings, webinars, and continuing education

Develop and maintain strategic working relationships with carriers

Use CRM to manage client files and record all activity with clients and prospects for review by leadership

Perform related responsibilities and general administrative duties as required or assigned

Recognize areas of weakness, provide suggestions, and update documentation for process improvement

Other duties as assigned

Qualification

Employee Benefits Account ManagementInsuranceHealthcare ExperienceState Group Life LicenseMicrosoft Office 365CRM Software Proficiency

Required

1-2 years of experience required in Employee Benefits Account Management

Previous experience in insurance and healthcare industries required

Appropriate State Group Life, Accident, and Health License required

Preferred

Experience using Microsoft Office 365; Outlook, OneDrive, SharePoint, and in-depth understanding of Microsoft Excel preferred

Bachelor's degree preferred

Company

Summit Financial Group, Inc.

At Summit, we design and strategically implement professional benefits, insurance, and investment solutions that help secure a healthy financial future for our clients.

Founded in 1987

Dallas, Texas, USA

51-200 employees