EMPLOYEE BENEFITS SENIOR ACCOUNT MANAGER LARGE GROUP at United Insurance

Portland, Maine, United States -

Full Time

Start Date

Immediate

Expiry Date

04 May, 26

Salary

0.0

Posted On

03 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Account Management, Client Relationship Management, Service Deliverables, Compliance Filings, Renewal Process Management, Enrollment Meetings, Carrier Relations, Customer Service, Problem Solving, Microsoft Office Proficiency, Communication Skills, Organizational Skills, Detail Oriented, Insurance Knowledge, Life and Health License, Applied EPIC

Industry

Insurance

Description

Description The Large Group Senior Account Manager, Employee Benefits is responsible for day-to-day management of their assigned book of business – group accounts including, but not limited to, greater than 50 lives enrolled. While working as a team member in the Employee Benefits Division, the Account Manager works closely and collaboratively with all other team members to ensure service deliverables meet and exceed client expectations and will serve as the clients’ main point of contact for any benefit-related service needs. The essential functions include, but are not limited to the following: Establishes and maintains a professional, positive, and team-oriented relationship with colleagues. Adhere to company policies and procedures for workflow and documentation. Initial point of contact for employer groups/employees on all service-related issues. Effectively and efficiently manages complex accounts and high-level service deliverables. Assists clients with 5500 forms and other compliance filings, as applicable. Foster long-term relationships with our clients and their employees. Research and resolve day-to-day client issues. Respond to daily calls, enrollment, and billing requests, claims inquiries. Retain clients by maintaining solid client relationships. Manages and maintains assigned book of business in conjunction with internal team members. Works closely with Benefits Account Executives to manage the renewal process. Attends regular face-to-face meetings with clients. Conducts enrollment meetings as needed. Maintain awareness of new developments, compliance updates or changes with the various carriers and Federal/State laws that may affect our clients. Maximize growth and retention through superior customer service. Maintain a professional connection among clients, the agency, and carriers. Support team employees in day-to-day operations as needed. Make a positive contribution to the overall success of the UIG Employee Benefits team. Attend and complete any trainings sessions or assignments as required. Participate in continuing education programs in both insurance and sales. Adhere to client service standards of the department and agency. Complete file maintenance and assigned tasks in Applied EPIC in the expected timeframe. Travel as needed. Meet or exceed expectations of job responsibilities. Perform other tasks on projects as needed/assigned. Requirements 5+ years’ experience in account management or in a consultative role. A minimum of one designation is required. Prior experience in a broker agency or benefit administration firm required. Current Life and Health license is required. Thorough knowledge of health and ancillary products. Ability to thrive in a fast-paced environment. Ability and experience to manage large and complex books of business. High level of patience and empathy while working under pressure. Disciplined Self-starter and problem solver. Proficient in Microsoft Office, specifically Excel, Word, and PowerPoint. Excellent oral and written communication skills; organizational skills, detailed-oriented. Excellent customer relationship skills. Willingness to continually develop knowledge and understanding of the benefits insurance industry. Positive, friendly, and professional attitude.

Responsibilities

The Senior Account Manager is responsible for the day-to-day management of assigned large group employee benefit accounts (over 50 lives), serving as the main point of contact for all client service needs. This includes managing complex accounts, resolving client issues, assisting with compliance filings like 5500 forms, and collaborating with internal teams to ensure service excellence.