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Role Description

The Account Manager is responsible for overseeing a portfolio of clients with increased complexity, ensuring the successful management of carrier renewals, census data, and compliance with carrier guidelines. This role involves conducting in-depth benefit analysis, recommending strategic enhancements to clients' benefit programs, and providing expert guidance on adding additional lines of coverage options. The Account Manager collaborates closely with clients, brokers, sales consultants, and carrier partners to deliver exceptional service, which may also include managing Co Broker arrangements. This role requires advanced industry knowledge, proficiency in Warner Pacific’s proprietary systems, and expertise in carrier portals.

• Manage a portfolio of accounts with a focus on complex clients, ensuring accuracy and timely execution of renewals.
• Facilitate open enrollment by coordinating with group administrators and confirming completion with carriers.
• Collect and analyze census data and client information to develop tailored renewal strategies.
• Effectively coordinate and manage shared client accounts with Co-Broker arrangements if applicable.
• Utilize various CRM platforms to track renewals, upsells, and pending/completed cases.
• Develop customized marketing analysis and competitive reports to assist clients in optimizing their benefit offerings.
• Communicate with clients, brokers, and sales consultants to provide strategic recommendations for benefit plan design and carrier selection.
• Present renewal options, cost, and potential plan enhancements.
• Assist clients in navigating complex renewals including the transition process for carrier changes.
• Maintain proactive communication with clients to ensure a seamless renewal process.
• Provide support to less experienced Account Managers by offering training and guidance.
• Work closely with case installation and new business teams to streamline onboarding.
• Act as a backup for assigned Account Managers and provide high-level assistance.
• Participate in cross-functional projects and initiatives aimed at improving team performance.
• Stay informed on benefits, plan designs, and market competition to provide accurate renewal analysis.
• Monitor industry regulations and compliance standards to maintain up-to-date knowledge.
• Provide high-level customer service, ensuring timely resolution of client inquiries.
• Proactively identify potential client issues and develop solutions to mitigate risks.
• Maintain a client-first approach, ensuring satisfaction and long-term retention.

Qualifications

• Minimum of a high school diploma or equivalent; advanced education or degree preferred.
• Minimum 3 years of prior experience as an Account Manager or equivalent background in insurance knowledge.
• Must hold and maintain Life & Health License by timely renewing license and completing all required continuing education courses.
• Strong understanding of employee benefits products, contributions, and pricing models.
• Solid leadership and mentorship abilities.
• Advanced proficiency in using Microsoft Office suite and CRM systems.
• Effective communication skills across various channels.
• Ability to deliver a high-quality customer experience by building trusted relationships.
• Advanced analytical and problem-solving abilities.
• Demonstrated ability to manage competing priorities and deadlines.
• Proven ability to collaborate across teams and departments.

Requirements

• Remote work is permitted, with occasional in-office attendance required.
• Full-time position, Monday to Friday, with overtime during peak periods.
• Minimal travel may be required for client meetings or training sessions.

Compensation

• Hourly Range: $26.29 - $35.05 per hour.
• Actual compensation may vary based on work experience, education, and/or skill level.

Benefits

• Market-competitive benefits including merit increases, paid holidays, and Paid Time Off.
• Medical, dental, vision, short- and long-term disability benefits.
• 401(k) with company match and life insurance.