The Account Manager position is part of the Employee Benefits team at Daniel and Henry. This role is responsible for supporting Account Executives with administrative services for clients. The position works under the guidance and direction of Account Executives and the Department Manager and requires the ability to collaborate with other team members to manage workload and complete projects on schedule.
The duties of this position include:
1) Developing Requests For Proposals, distributing the RFP to carriers, answering basic carrier questions about the RFP and providing follow-up information to carriers as requested.
2) Reviewing carrier proposals for accuracy and competitiveness. Using the information in carrier proposals to create spreadsheets comparing the options for Account Executives to review.
3) Creating customized proposal presentations by incorporating PowerPoint, spreadsheets and PDF documents. When hard copies of presentations are necessary, this role will print and assemble materials as directed by the Account Executive.
4) Providing ongoing customer service for clients including:
· Working with insurance carrier representatives to answer coverage questions from clients and their employees.
· Accessing insurance carrier portals to resolve enrollment or billing issues for clients.
· Obtaining claims data reports from carriers, and preparing this data in the format requested by the Account Executive for delivery to clients.
5) Occasionally attending client meetings as an observer.
6) Assisting Account Executives with benefits program communication materials and occasionally conducting employee enrollment meetings to present benefit information and answer employee questions.
7) Building and sustaining relationships with insurance carrier representatives through informational meetings and seminars.
8) Maintaining recordkeeping and files for clients in the agency management system. (Applied Epic)
Some features of this position include flexible working hours, a hybrid office/partial remote work structure, professional training and development opportunities, and a recently remodeled office in a convenient metro location in St. Louis.
This position is salaried and does not have a sales requirement.
Successful individuals in this role will have exceptional written and verbal communication skills, are problem solvers and detail-oriented, and have the ability to multi-task. The ability to obtain a Life and Health insurance license within 1 year of employment is required.