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Employee Benefits Account Manager
Associated Bank
Milwaukee, WI, United States
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Description
At Associated Benefits and Risk Consulting we attract people who are passionate — about doing exceptional work, making a difference and contributing to the communities in which they live. Not only are our team members the secret to our continued success — they have also made us one of the best places to work in the Midwest.
Here are some more reasons why our employees made us one of the best places to work in the Midwest:
• Personal & Professional Development Opportunities
• Comprehensive benefit package
• 401K, Employee Stock Ownership Plan and Pension Plan
• Competitive Starting pay
• Banking Benefits
• Community involvement/volunteer opportunities highly supported and networking opportunities with Company Resource Groups
• Leading edge technology
• Great training and onboarding
Now let’s talk about the position:
As an Account manager you will provide customer service to Employee Benefits clients and support to Benefit Sales Consultants and Marketers with the goal of client retention. You will resolve client issues efficiently and accurately primarily through phone and electronic communication methods. Utilize superior customer service skills to respond to client requests in methods that exceed their expectation. Responsible for managing the client and prospect by being accessible and responsive to the Benefits Sales Consultant and Account Executive by keeping them advised of deadlines and updates, serving internal and external customers in a positive, professional manner, and following all guidelines on confidentiality.
The details:
• Resolves and answers any client problem or question by being an “inside” technical expert in employee benefits and a client advocate with the carrier/TPAs/vendors. Solve or advise on practical problems faced by clients and/or prospects in the areas of insurance and benefits. Deals with clients on routine, sensitive or urgent topics and be able to provide answers and advice either immediately or within a reasonable period of time. Interprets a variety of insurance laws, regulations, policies, procedures and convey the information to clients either directly or through written communication.
• Anticipates clients’ needs and proactively initiates communication and/or resolution through introductory calls (introducing the client to their service team, administrative procedures, and contact information), pro-active semi-annual service calls (reviewing recent services, upcoming seminars/webinars, use of their electronic services, etc.), and frequent updates during the life of an issue, client specific vendor evaluations, and/or program support (such as wellness).
• Maintains client and policy information in the customer management system including production figures, demographic information, new and renewal business, and plan documents.
• Tracks and manages new business/rewrite submissions through the insurance company underwriting process.
• Provides support and assistance to Benefit Sales Consultants including, assisting with client service issues; keeping them informed of insurance company underwriting procedures; setting appointments to meet with clients on plan renewals; obtaining claims experience reports and employees census information and maintaining client files.
• Develops “expertise areas” as assigned – these may be in relation to specific products, insurance companies, or computer programs.
Qualifications
What it takes to be an Account Manager:
• Bachelor’s Degree OR equivalent experience
• 3 years minimum customer service experience.
• Preferred: 2 years’ experience in Employee Benefits which can be obtained in an insurance agency environment or with an insurance carrier.
We hire smart and ambitious self-starters and provide a wealth of resources to help you reach your full potential. Every day at Associated Benefits and Risk Consulting brings new opportunities for success and career development. If this sounds like what you have been searching for then consider joining our team as an Account Manager!
Equal Opportunity Employer
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: colleaguecare@AssociatedBank.com or call: (800) 878-3282.