Account Manager, Large Group, Employee Benefits

Company: Bryson
Location: Long Beach
Posted on: June 25, 2022

Job Description:

Job titleAccount Manager, Large Group, Employee Benefits -Reports toEmployee Benefits Team Lead -Bryson specializes in Employee Benefits, Retirement Planning, Property & Casualty, Life Insurance, and Wealth Management Services. We pride ourselves in delivering the Bryson WOW, which is our commitment to service excellence. -Personal Touch Accountability Resolution Intellectual Capital -Position Purpose & FocusThe Employee Benefits Large Group Account Manager will take ownership of approximately 20 local and national large group accounts. You will work with a group of assigned clients, manage the day-to-day, build relationships, and make an impact by providing an extraordinary level of service, supporting ongoing and long-term client relationships. -Essential Duties and Responsibilities - -Stay informed in insurance technical knowledge, market trends, agency automation, company information, and other operating techniques - -Manage ongoing client service relationship with approximately 20 group accounts - -Maintain open and clear communication channels with clients, producers, insurance carriers, and internal partners - -Develop connections beyond the producer's relationship with the key decision-makers in book of business - -Identify problems, summarize, and develop strategic solutions - -Perform direct plan analysis regarding renewal/new marketing and present renewals and/or new proposals to clients - -Communicate due dates, timelines, and expectations to clients and partners - -Schedule and lead client meetings, open enrollment meetings, and education meetings as necessary - -Install new group insurance contracts for new and existing clients effectively - -Inform client of compliance measures such as ACA, ERISA, COBRA, and FMLA - -Make sure the client is aware of all resources Bryson offers - -Maintain knowledge and expertise in benefits administration systems and ability to provide support in this technology to clients -Qualifications - Competencies -Success Factors
Qualifications: - -High level of technical insurance knowledge - -A California State Life & Health Insurance License - -Bachelor's degree, preferred - -Sound professional and personal judgment - -Expert client service capabilities - -Strong business acumen - -Polished interpersonal skills - -Ability to work at a fast pace, handle changing priorities, and have the highest level of confidentiality and discretion -Competencies: - -Possess a strong teamwork orientation - -Demonstrate strong prioritization and multitasking skills - -Organized with excellent verbal and communication skills - -Computer proficient with excellent technological skills including proficiency in Microsoft Office applications. - -Ability to easily adopt and work with all software platforms used at Bryson
Success Factors - -Proficient in Microsoft Office applications - -Excellent customer relationship skills, and proven ability to professionally interact with prospects, clients, and vendors - -Ethical business standards and transparency - -Promote open communication and high morale - -Adoption of the Bryson "WOW" service model. The 4 pillars of the WOW are personal touch, personal accountability, continual development of intellectual capital, and resolution. -Working Conditions This is largely a sedentary role; however, the physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. -While performing the duties of this position, the employee is regularly required to talk and hear. The employee frequently is required to use hands or finger, handle or feel objects, tools or controls. The employee is occasionally required to stand, walk, sit, reach with hands and arms, climb or balance and stoop, kneel, crouch, and crawl. - -The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate. -

Keywords: Bryson, Long Beach , Account Manager, Large Group, Employee Benefits, Executive , Long Beach, California