About the role
General Description: The Account Manager helps clients and their employees with benefit or claim questions.
Responsibilities:
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Assist clients and their employees with claim, billing, enrollment and servicing issues.
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Assist clients with administrative questions about enrollment, eligibility and special contract provisions. Consult clients on annual open enrollment renewal options available and alternative carriers.
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Handle all inbound and outbound client calls.
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Resolve day-to-day issues for clients with a proactive approach towards frequent issues.
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Educate, advise and aid clients on HIPAA, COBRA and other Health Care Reform topics.
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Coordinate onboarding of new clients and ensure set up quickly and accurately.
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Process all policy changes, endorsements and other requests of clients and brokers.
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Identify cross-selling opportunities.
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Send and follow up on requests for broker of record changes and account terminations.
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Follow system and Account Manager workflow.
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Meet personal/team qualitative and quantitative targets. Processes all incoming work volume within the established goals and parameters.
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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.
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Submit the appropriate notification forms to the commission department.
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Maintain accurate client and team information in agency management system.
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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*.*
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