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Account Manager

Bim Group
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The Account Manager (AM) is responsible for serving clients in the mid and large-group segments.  The AM will support the Sr Account Manager (SAM) and / or Account Executive (AE) for renewal, retention, and new business activities.  The AM will work with the support of and mentor to an Account Specialist (AS).  A Bachelor’s degree and at least 3 years of experience in the insurance industry or employee benefits account management, including self-funded knowledge or an equivalent combination of education and experience is required.

 

ESSENTIAL FUNCTIONS:

Renewal / Implementation Work

  • Tactical planning and execution of standard RFP processing, spreadsheeting (in conjunction with Data Analyst-DA and Account Specialist-AS), and preparation of presentation materials and booklets if needed.

 

  • Develop timelines, communicate to Benefit Advisor (specifically decision date needed), client, and team and provide direction to the team on tasks within the timeline and monitor adherence to projects. 

 

  • Coordinate with AS and DA spreadsheet work to include oversight, review, and completion of certain spreadsheet exhibits.

 

  • Provide direction to DA and / or review benchmark reports.

 

  • Work with AS / DA to provide and review payroll deduction spreadsheets if requested.

 

  • Coordinate client decisions and implementation with Sr Account Manager and / or Account Specialist, initiate sold case checklist.

 

  • Create Commission Summaries and Disclosures for review.  Work with BA on commission review/updates, create and approve Commission Summaries and Disclosures.

 

  • Order and review SBC’s / Certificates of Coverage for final review. 

 

  • Oversight of financial reporting for certain clients

 

  • Participate in implementation calls with new carriers as necessary.

 

  • Track certain time-sensitive items (i.e., ID card generation, EDI feed completion) during renewal periods

 

Employee Communication & Engagement / Client Service

  • Conduct employee education meetings during both open enrollment and throughout the year as needed 

 

  • 24-hour response time to client service emails and voice mails.

 

  • Work on elevated concierge service issue resolution for certain clients.

 

  • Develop PPTs to include programming of AI voiceovers through technology tools to deliver recorded presentations to clients.

 

  • Execute client service deliverables based on strategic plans such as wellness initiatives, employee technology, and communication materials.

 

  • Benefit Guide creation / tactical execution and review to final draft with Graphic Designer. 

 

  • Assist with coordinating enrollment portal builds (reviewing rates and carriers, providing information to certain portal managers) 

 

  • Assist clients with problems encountered with carrier/vendor partners.

 

Other:

  • Develop and maintain a strong business relationship with existing and future clients to provide business continuity and increased revenue growth.

 

  • Follow the outlined BIM scope of services as assigned for each client.

 

  • Develop and maintain a positive relationship and rapport with each insurance carrier to further satisfy our clients’ needs, and departmental needs and facilitate the processing of business.

 

  • Seek out opportunities within clients for cross selling of other lines of coverage.

 

  • Assist in the development and adherence to BIM Standard Operating Procedures (SOPs) and workflows.
  • Attend and complete any training sessions or CE assignments as required.

 

  • Answers or facilitates research via UBA compliance resource, Mineral of general HR topic related questions (i.e., COBRA, FMLA, Section 125)

 

  • Maintain awareness of new developments or changes with the various carriers and new Federal/State laws that may affect how our clients must administer their benefit programs and pass this information along to our clients.

 

  • Work with Compliance consultant on facilitating necessary compliance audits and provide solutions to clients for COBRA and Section 125 administration.  Monitor 5500 filing dates, PCORI filing, and needed updates to plan documents.

 

  • Perform other tasks on projects as needed/assigned.

 

  • Perform your job in such a manner that other employees will consider it a pleasure and privilege to work with you.