Senior Account Manager
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Our Culture
Culture is meaningful to us. It's in the way we interact with one another and with our clients. We believe in being our authentic selves with one another and have cultivated an approach that is "we" not "I". We honor the commitments that we make to our clients and one another. This is our culture. We actively engage in the communities where we live and encourage our teammates to use Volunteer Time Off and to engage with our Spotlight Charities and causes meaningful to teammates.
About the Role :
The Senior Account Manager supports Account Executives on an assigned book of business to execute strategy deliverables for the client, while working collaboratively with the Account Management Team and when necessary, assigning specific tasks to Account Managers. The incumbent is responsible for monitoring all tasks and deliverables, fielding client inquiries and maintaining project plans. The Senior Account Manager is the primary contact for our clients in managing day-to-day issue resolution.
Core Responsibilities: include the following. Other duties may be assigned.
- Establish strong relationships with clients and insurance carriers.
- Acts as the primary contact for clients regarding all aspects of their employee benefits insurance plans.
- Marshal the appropriate resources to resolve client issues.
- Attend client meetings and serve as an additional source of consultation for the client.
- Demonstrated Group insurance expertise and superior level of knowledge when assisting them with insurance plan questions and issue resolution.
- Owns the development of Requests for Proposal (RFP) and Requests for Information (RFI), including coordination of insurance carrier proposals, preparation of Executive Summaries, timeline monitoring and participation in the implementation process.
- Oversee the maintenance of current and historical plan designs, process maps, rates, plan documents and other pertinent client information in Pacific Resources’ client database to maintain the integrity and accuracy of the system.
- Perform certificate and contract reviews and plan design analyses
- Attend and participate in claim audits
- Identify, assess, resolve, and/or escalate issues, concerns or challenges as needed.
Skills Needed :
- Bachelor’s degree required.
- Minimum 7 years experience in a similar role at a comparable level in Group Insurance.
- High level of knowledge about the benefits we service including short-term disability long-term disability, leave programs, life insurance, AD&D, voluntary benefits, dental, and vision.
- High level of technical knowledge in all components of contracts, plan design, claim processes, and vendor capabilities.
- Excellent interpersonal, verbal/written communication, and presentation skills are required.
- Proficiency in Microsoft Office applications required;
- Self-directed with a positive drive and approach, including the ability to work both independently and collaboratively in a virtual working environment.
- Must be detail-oriented, and have highly developed organizational skills including the ability to prioritize, handle multiple projects simultaneously, and manage strict deadline and turnaround time requirements.
- Ability to establish credibility at all levels of the organization and with clients through confident communications and actions based on integrity.
- Must be actively licensed (Life, Accident, and Health License) or willing to obtain a license in the state of residence within the first 6 months of employment.
Preferred:
- Experience with Salesforce.
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
- Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
- Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
The Power To Be Yourself
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
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