Alera Group
Propel Insurance has an opportunity for a dynamic individual to join our rapidly growing Employee Benefits Practice as a Small Business Unit Account Manager. In this role, you will serve as the primary client service contact and perform an array of account management duties on an assigned book of business. In this team environment, you will support the Consultant on various account management activities as well as provide your book of business with high quality customer service. Candidates seeking a culture fit will appreciate and honor our core values, inspire thought leadership from others, and drive to be best-in-class in their respective niche.
- Ensure client satisfaction and delivering an exceptional level of customer service in a professional and timely manner
- Coordinate and manage the marketing process for your clients’ employee benefit programs (including and not limited to, obtaining census & completed carrier questionnaires from client, generating quotes, adhering to a timeline to ensure a smooth & timely renewal process, etc.).
- Prepare renewal and new business proposals, presentation materials and supporting documents as necessary
- Prepare and analyze financial reports
- Prepare open enrollment communications, employee booklets, annual notices, wrap documents & POP plans as needed
- Audit invoices, contracts, amendments and SPDs for accuracy and coverage; identify errors and coordinate corrections with the carrier/vendor.
- Provide claims, eligibility, billing and plan administration advocacy and resolution on a day-to-day basis.
- Maintain effective working relationships with clients, carriers, vendors and internal stakeholders
- Maintain broad knowledge base of carrier/vendor products and underwriting requirements
- Coordinate and conduct client presentations including open enrollment meetings and renewal presentations
- Maintain ownership of the agency management system (documents, emails, phone calls, contracts, internal processes and procedures, etc.)
- Provide Peer Review for other team members
- Maintain a current working knowledge of industry legislative and compliance issues including, but not limited to: ACA, COBRA, HIPAA, ERISA, FMLA, etc.
- Minimum of 4 years Employee Benefits brokerage experience
- College Degree or Equivalent Industry Experience
- Applicable State Life and Disability License
Benefits: We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.
We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
If you’re a California resident, please read the California Consumer Privacy Act prior to applying.
