Senior Client Account Manager - Team Lead
Full Time
Albany, NY 12211
$55,341 - $90,851 a year
Posted
Job description
TITLE: Senior Client Account Manager - Team Lead
LOCATION: Headquarters
REPORTS TO: Vice President - Insurance Agency Manager
CLASSIFICATION: Full Time, Exempt
PAY GRADE: EX 60 ($55,341-$90,851 annually)
AVAILABILITY: Monday-Friday 8:30am-5:00pm
Position Summary:
The Senior Client Account Manager – Team Lead is responsible for successfully servicing and cross-selling group products to existing mid to large group clients while consistently providing excellent customer service. Their assigned accounts generally are higher premium accounts with a higher degree of expertise required in the areas of employee benefits regulatory compliance, benefits administration software functionality, etc. Works directly with client Human Resource personnel and employees to manage the relationship with insurance carriers to correct claims, billing issues, interpret various plan provisions, and deliver renewal analyses. Builds interpretive relationships with carriers and stays current with industry trends, such as product and legislative changes. Acts as a Team Lead for other members of the Employee Benefits team, supporting their learning and development.
Essential Job Functions:
- Oversees overall group management and establishes relationships with clients in conjunction with each group’s lead employee benefit specialist for both the daily activities and ongoing client development activities related to their assigned book of business, which consists of fully insured clients but may also include self-insured clients, throughout the plan year.
- Acts as primary intake representative, provides prompt, accurate, courteous service, maintains call logs to aid with managing relationships, and ensuring 24 hour returned call times from new and existing clients and their employees.
- Conducts local on-site client work such as new renewal planning and strategy meetings, open enrollment meetings, and client events as needed. This work may include mid to large group benefit informational presentations as needed.
- Utilizes market knowledge to fulfill the marketing process when needed, which includes obtaining quotes, preparing and submitting bid specifications and evaluating the results to present final client recommendations.
- Manages renewal, conducts on-site enrollment meetings and open enrollment process according to client expectations and carrier requirements.
- Gathers application and enrollment materials for case submission and coordinates with carriers throughout the underwriting process.
- Delivers the master contract and certificates to clients, explains benefits, claims and administration.
- Prepares materials needed for client meetings including but not limited to agendas, reports, employee enrollment materials, ID cards, etc.
- Learns and maintains a functional knowledge of group health and welfare benefits plans guidelines and workings; existing and future new state and federal regulations pertaining to group health and welfare plans; and the online enrollment software used internally by Pioneer as well as provided externally for client use.
- Informs and educates clients regarding emerging healthcare issues - ACA, ERISA, State Mandates, HIPAA, COBRA, FMLA, 5500s, Health Care Reform, etc.
- Self-funded experience preferred, but not required.
- Develops client service tools to assist clients in timely issue resolution.
- Contacts clients on a quarterly basis to ensure satisfaction while building on existing relationships to identify cross-selling opportunities and enhancing referral probabilities.
- Creates and manages database stewardship reports, if applicable.
- Researches and develops vendor service tools to assist HR professionals with employee benefit administration and communication.
- Responsible for new sales opportunities through Pioneer’s Sales Enablement.
Education & Experience:
- 5 years’ Employee Benefits experience required.
- State appropriate Life, Accident and Health licenses are required.
- Working knowledge of ERISA, COBRA, Section 105, Section 125, Affordable Care Act, FMLA, NYPFL, and other state and federal regulations associated with large group employee benefits management required.
- Individual Medicare Sales/Service and Health Care Reform Certification required.
- Experience with Community & Experience Rated Health Plans a plus.
- Knowledge of Zywave a plus.
- Strong oral and communication skills required.
- A 2-year college degree in Business or a related field preferred.
- Prior Customer Service experience preferred.
- Must be able to maintain flexible schedule, including possible evenings.
- Must have own transportation or access to reliable transportation and maintain a valid driver's license throughout employment. Must be able to travel on short notice to Pioneer Headquarters and other Pioneer offices.
As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant’s race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
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