Account Manager

General Description: The Account Manager helps clients and their employees with benefit or claim questions.

Responsibilities:

• Assist clients and their employees with claim, billing, enrollment and servicing issues.

• Assist clients with administrative questions about enrollment, eligibility and special contract provisions. Consult clients on annual open enrollment renewal options available and alternative carriers.

• Handle all inbound and outbound client calls.

• Resolve day-to-day issues for clients with a proactive approach towards frequent issues.

• Educate, advise and aid clients on HIPAA, COBRA and other Health Care Reform topics.

• Coordinate onboarding of new clients and ensure set up quickly and accurately.
• Process all policy changes, endorsements and other requests of clients and brokers.
• Identify cross-selling opportunities.
• Send and follow up on requests for broker of record changes and account terminations.
• Follow system and Account Manager workflow.

• Meet personal/team qualitative and quantitative targets. Processes all incoming work volume within the established goals and parameters.

• Respond to emails and voicemails within 24 business hours. Resolution within 3 business days. Contact clients with delinquent and non-payment accounts to obtain payment. Correct billing errors.

• Submit the appropriate notification forms to the commission department.

• Maintain accurate client and team information in agency management system.

• Special projects as needed.

Knowledge, Skills and Abilities:

• 2+ years experience working in a group health insurance setting, preferably in a brokerage environment. Bachelor's degree preferred.

• Accident & Health license is required or ability to obtain within three months from date of hire.

• Ability to creatively and proactively problem-solve.

• Ability to stay organized and focused in a busy environment.

• Effective communication skills when dealing with co-workers, brokers, clients and carriers.

• Strong verbal and written communication skills.

• Ability to work in a team environment.

• Familiar with products, services, competitive offerings, market needs and industry trends.

• Understanding of health and ancillary benefit plan designs and claim procedures.

• Experienced in Microsoft Office products including Word, Excel and PowerPoint.

• Strong analytical skills capable of using and interpreting benefit related facts and figures

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

Job ID:

28804