Employee Benefits Small Group Account Manager

SUMMARY: Led by the organization's values and mission, the Employee Benefits Small Group Account Manager is responsible for servicing clients in the employee benefits division. These tasks include building rapport, serving existing and potential customers, identifying their insurance needs, and coordinating the placement of benefit plans to meet those needs. The account manager's goal is to find solutions for our clients and ensure they are experiencing a positive client-company relationship.

Specifically this position is for the small group market, specializing in 2-50 lives.

WORK PERFORMED:

1. Manage marketing process for new and renewal business.
2. Analyze plan options; compare current plans to marketing results.
3. Interpret data received from various carriers.
4. Negotiate rates and plans.
5. Recommend products based on clients' budgets, plan objectives, and benefits philosophy.
6. Collaborate with agency broker to determine creative and effective benefit solutions.
7. Organize an enrollment timeline for designated accounts.
8. Coordinate client's specific enrollment strategy.
9. Facilitate group meetings, face-to-face, or call center enrollments.
10. Customize enrollment material and online solutions.
11. Implement all elected enrollment material to carriers.
12. Resolve complex, employer-level service requests, including billing, claims, eligibility, and compliance issues.
13. Oversee the construction, implementation, and accuracy of contracts, benefits summaries, and SPDs.
14. Keep current on industry trends and information related to new product development, legislation, and technology.
15. Respond to all clients, carriers, and brokers in a timely manner.
16. Guide clients on compliance issues.
17. Be the agency liaison between the client, carrier, and broker daily.
18. Manage client relationships at all levels within the company.

JOB REQUIREMENTS:

• Ability to research, analyze and solve problems independently.
• Ability to have strong attention to detail.
• Ability to multi-task and complete multiple projects with little or no direction or supervision.
• Ability to plan, organize, implement, monitor, and adjust in a team-focused environment.
• Possess a sense of urgency to tasks.
• Effective negotiation and closing techniques.
• Strong interpersonal, written, and verbal communication skills.
• Great customer service, organizational, and time management skills.
• Proficient in Microsoft Word, Excel, PowerPoint, etc.

PREFERRED EDUCATION/EXPERIENCE:

• Bachelor's degree in risk management, Business, or a related field.
• Basic knowledge of medical, dental, vision, life, and disability income coverages, products, and usages, as well as industry operations.
• Life and Health Insurance License (obtain within 90 days).

ABOUT US:

Oakbridge Insurance Agency is a new kind of insurance and risk management agency that aims to transform and elevate how business is done in our industry.

For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is suitable for our friends and neighbors.

Our most important asset is our people. We offer a friendly, flexible work environment and first-class benefits to meet your and your family's needs. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.

Oakbridge Insurance is an equal-opportunity employer committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time.

For more information, visit our website.