KamisPro · 8 hours ago
Senior Account Manager - Employee Benefits
KamisPro is seeking a Senior Account Manager for their Employee Benefits division. This role involves managing complex client accounts, ensuring compliance, and maintaining strong relationships with clients while providing administrative support and leading renewal processes.
Responsibilities
Manage client processes accurately and timely: RFP, Client Set-Up, Closing Process
Complete compliance reviews accurately and timely
Communicate to clients consistently and pro-actively
Attend at least one training/seminar/workshop per quarter
Day to day contact for client for service needs; provide administrative support to an assigned block of clients. Must have a Life and Health license
Manage client set-up, renewals, run open enrollment meetings and client meetings as needed
Take lead on designated renewals: prepare RFP, collect and review competitive proposals, prepare renewal presentation illustrating market offerings
Resolve the most complex customer service problems directly; escalate client concerns when appropriate including claims
Take the lead on overall compliance for the client to include annual compliance review and overall Health and Welfare plan compliance
Maintain data integrity and quality with any applicable software on a timely basis
Coordinate employee communications for enrollment
Establish and preserve a solid business rapport with clients and vendors
Educate clients on applicable legislation and market trends
Contract review and negotiations
Provide Vendor Management support for client
Prepare client utilization reports for review with client
Manage and update client’s benefit portals
Generate client interest in additional lines of coverage and cross selling opportunities
Participate in workshops, seminars, certifications, software/hardware updates, and/or health & welfare coursework to ensure highest level of industry knowledge. Other duties as assigned
Qualification
Required
Bachelor's Degree or higher in Management, Business, or related field, with a minimum of 7-10 years professional working experience as an account manager or client service representative in the insurance (or a related) industry; or a combination of education and experience
Proficient knowledge of Microsoft Windows applications and MS Office (Word, Excel, PowerPoint, Outlook)
Must maintain Life/Health Producer license
Must possess excellent problem-solving and analytical skills and be able to translate business and technical requirements into workable solutions
Must possess strong communications skills (written and verbal) with an ability to communicate directly with clients, vendors, colleagues and executive management team
Must possess the ability to manage multiple timelines and complete tasks quickly within the constraints of timelines and budgets
Must possess the ability to work effectively as an individual and part of a team