Insurance Employee Benefits Account Manager

Bb&T Fort Myers , FL 33912

Posted 2 months ago

Specific information related to the position is outlined below. To apply, click on the button above.

You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. Need Help?

Should you have a disability and need assistance with the application process, please request a reasonable accommodation by emailing BB&T Accessibility or by calling 866-362-6451. This email inbox is monitored for reasonable accommodation requests only. Any other correspondence will not receive a response.

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:
1st shift (United States of America)

Please review the following job description:

Support Employee Benefits (EB) producer and Account Executive, if applicable, by serving mid-sized and moderately complex clients, be knowledgeable in EB coverages, carrier guidelines, underwriting, and legislative changes, to maintain relationships with clients and carrier representatives and to assist in suggesting new lines of coverage for existing clients.

Essential Duties and Responsibilities:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1.Build and maintain key client and carrier relationships, by phone, e-mail and in person.
2.Assist assigned clients and EB staff with service questions related to administration, billing, claims issues and problem solving, upon request.
3.Continually seek cross-sell opportunities and suggest new lines of coverage.
4.Work with EB producer, and/or Account Executive, to monitor and manage the renewal process for assigned clients. Coordinate meeting with client and/or producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
5.Prepare marketing information or provide required information to a marketing person. Once marketing options have been prepared, the producer/Account Executive/Account Manager presents the options to the client.
6.Schedule and conduct associate meetings in coordination with Account Executive or producer, and complete the implementation process.
7.Enroll clients in Employee Benefits communication tools. Demonstrate use of the tool with client. Introduce resources to new clients and existing clients at renewal. At least monthly, remind clients of a new or updated Resource Net document.
8.Assist clients with compliance (e.g. HIPAA, COBRA, FMLA, ERISA, legislative), as requested.
9.Conduct quarterly account management visits with assigned clients.
10. Review claims reports monthly and deliver reports to clients on monthly or quarterly basis, as required.
11. Deliver, review and submit COBRA administration forms, as necessary.
12. Coordinate and facilitate preparation and delivery of benefit booklets and/or benefit statements and any other fulfillment items with assistance of EB agency staff.
13. Assist assigned clients by helping plan and execute health fair, seminars, webinars and "lunch 'n learns", as requested.
14. Provide administrative support on other tasks such as assigned special projects and development of new ideas/services, as requested.
15. Become proficient in the EB Agency Management System, specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in EB Agency Management System. Also, understand how to use the system to acquire information to assist clients.
16. Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
17. Mentor and train Account Manger I.

Required Skills and Competencies:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1.Bachelor's degree or equivalent education and related training
2.Five years of solid knowledge of Employee Benefits or equivalent experience
3.State-issued license
4.Ability and experience working with large retail accounts
5.Good written and verbal communication skills
6.Good problem-solving skills
7.Good organizational skills
8.Demonstrated proficiency in basic computer applications such as Microsoft Office products
9.Ability to travel, occasionally overnight

Desired Skills:

1.Experience with BB&T Insurance Services' software, BenefitPoint, Zywave and Resource Net
2.Training on the requirements of health care reform

BB&T is an Equal Opportunity Employer and considers all qualified applicants regardless of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify



icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Account Manager

Brightview Landscapes, LLC

Posted 3 days ago

VIEW JOBS 4/19/2019 12:00:00 AM 2019-07-18T00:00 BrightView Landscape Services Brighter futures start here. BrightView takes pride in providing consistent, high-quality landscape services with a dependable service commitment. As the nation's leading landscape services company, BrightView provides, through its team of more than 18,000 employees, services ranging from landscape maintenance and enhancements to tree care and landscape development for thousands of customers' properties, including corporate and commercial properties, HOAs, public parks, hotels and resorts, hospitals and other healthcare facilities, educational institutions, restaurants and retail, and golf courses, among others. BrightView takes care of its employees, customers, and communities while delivering exceptional landscapes that positively impact millions of lives every day. A brighter future is in your hands. We're currently seeking an Account Manager (AM). The Account Manager (AM) serves as the primary contact for BrightView's clients. They build and sustain long-term relationships, focusing on both client retention and ancillary sales, while providing oversight for field operations. The Account Manager supervises the Production Specialist, who directly manages the field operations. What you'll do: * Develop and maintain long-term relationships with customers, focusing on both the main contact as well as the next level above and below. * Develop and maintain a schedule to perform "site walkthroughs" during formal meetings with customers to ensure quality and service expectations are met. * Lead and facilitate or assist in the resolution of customer problems or concerns. * Proactively present site enhancement ideas to existing customers. * Ensure renewals of each current account within the customer portfolio. * Identify and pursue opportunities to sell ancillary services. * Ensure a safe environment for employees, customers and the general public. * Generate referrals from existing client base and communicate to Business Developer. * Develop accurate estimates and takeoffs for both new and existing clients as needed. * Supervise the Production Specialist in conduct of field operations. * Communicate regularly with the Production Specialist to ensure client needs and expectations are consistently met or exceeded. * Manage service delivery to specified scope of work. * Ensure branch financial goals met by maintaining acceptable gross margins for both base contract work and ancillary services. * Coordinate consistent and timely site visits with Production Specialist. * Participate in branch meetings and assist Branch Manager or Assistant Branch Manager in overall leadership of branch. * Maintain satisfactory Accounts Receivable levels. * Coordinate with Branch Administrator to ensure branch databases consistently updated with current client information. * Other tasks and duties as assigned by Branch Manager. Skills we're seeking: * 1 year of supervisory experience in the landscape or service industry. * 5 years of prior customer service, management, and leadership experience within an organization, the landscaping industry or local marketplace. * Ability to coach and develop teams. * Must be able to travel. * 2 or 4 year degree in a business-related field or equivalent experience in a service industry. Perks: * Competitive salary * Paid time off * Medical, dental, and vision insurance BrightView Landscapes, LLC is an Equal Opportunity and E-Verify Employer. Brightview Landscapes, LLC Fort Myers FL

Insurance Employee Benefits Account Manager

Bb&T