Note: The job is a remote job and is open to candidates in USA. Unison Risk Advisors is a majority employee-owned organization committed to creating world-class service experiences for clients. The Account Manager provides ongoing support and service to employee benefits clients, assisting with existing clients and new business prospects by performing a variety of tasks.
Responsibilities
- Providing the Gibson client experience to existing accounts and potential clients by:
- Promptly handling client requests, questions, and policy changes, in a professional manner
- Documenting all client activity and correspondence into agency management tools and software systems
- Managing the day-to-day client activity through:
- Developing and retaining solid partnerships with clients’, HR managers and other client support staff
- Managing service/billing/claims/enrollment issues with clients
- Handling carrier or administrative issues as part of a client service team for client accounts
- Researching and resolving issues for clients in a timely manner
- Planning, prioritizing, and completing day-to-day workload, considering new business, renewal business and day-to-day service responsibilities for the clients’ accounts assigned in a timely manner ensuring internal/external deadlines are met
- Attending internal renewal meetings
- Managing implementation of new lines of coverage and carrier changes with Client Manager
- Preparing employee communications material such as:
- Benefit Guides, brochures, flyers and payroll stuffers
- Proofing booklets and contracts for accuracy and resolving any inaccuracies
- Requesting Schedule A’s for clients’ IRS Form 5500 filings and facilitating signature ready Form 5500s
- Assisting clients on where to obtain required notices, such as Medicare Part D Notice requirements
- Maintaining data integrity in the agency management system
- Working with Service Support Specialist to set up HR managers and support staff with Gibson tools
- Informing Client Managers of escalated service issues
- Managing ResourcePro utilization
- Acting as a backup to team personnel as needed
- Maintaining confidential information
- Performs other duties and special projects as assigned
Skills
- Must have 2+ years of experience in a similar role within the insurance, risk management, or financial services industry
- Life & Health license (or the ability to obtain the license within 3 months of employment)
Benefits
- Fully remote work mode
- Access to high quality training, tools, and resources
- Comprehensive benefit offering available to choose from
Company Overview