Senior Employee Benefits Account Manager

: About Us: Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation. We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply. Overview: Here at Cadence Insurance, A Gallagher Company, we build careers! There are many things to consider when deciding on your next employer. Do you want a job where you earn a paycheck? Or do you want a CAREER with a company that values their employees as well as the communities that they are in? We are more than just a workplace. We are a company that prides itself on values and the people that we employ. Responsibilities: Primary Function: The Employee Benefits Senior Account Manager is responsible for the delivery of exceptional service to our Employee Benefits clients. With direction, this position manages the client's exposure to risk. This position cultivates client relationships and coordinates services for the maintenance, development, retention and rounding of accounts. Primary Responsibilities:

• Cultivates relationships with sales and client services staff at all Cadence Insurance locations to enhance high level service for Employee Benefits clients.
• Accountable for the completion of processes and programs related to implementation, maintenance, service, and annual strategic plans of Employee Benefits clients.
• Takes a tactical role in managing the annual renewal processes for assigned clients. Under guidance, supports Consultant and Senior Client Service Team members with annual strategic planning process
• Possesses an advanced understanding of Employee Benefits insurance coverages, carrier guidelines and marketing processes, and legislative changes applicable to client accounts, and holds a solid understanding of insurance agency functions, competitive environment, and underwriting processes and methodologies
• Cultivates relationships with clients, carrier representatives, and other related stakeholders.
• Coordinates, and may lead, internal and external meetings related to strategic plan progress, annual renewal preparation and acceptance, Employee/Employer Benefits Communications, legislative and compliance discussions, and other service needs related to Employee Benefits policies
• ICollaborating with Consultant(s) and marketing, manages new/renewal business strategy including the coordination of roles and the obtaining of information required for Request for Proposal submissions.
• Markets new and renewal business to appropriate carriers as needed or requested, and may engage in the evaluation and recommendation of carrier responses.
• Presents renewal and supporting documents to clients, seek cross-sell opportunities, or recommend
• additional lines of coverage, as requested.
• Informs, educates, answers questions, resolves issues, and assists with decisions regarding the need for implementation of coverage and modifications to clients' coverages.
• Assists with planning and execution of Open Enrollment communication strategies, health fairs, semilars, webinars, and other education events, as requested.
• Verifies new and renewal policies for accuracy in rating, coverages and other relevant information. Ensures that policies are delivered and/or mailed to the client in a timely manner
• Handles recurring and specific customer service tasks, including but not limited to enrollment processing, employee-level questions, carrier, technology, and/or payroll implementations, billing and claims issues, and ad hoc requests related to ongoing policy maintenance.
• Supports the preparation and delivery of annual service plan deliverables including, but not limited to print and digital communications, financial and underwriting reports, benefits technology and enrollment fulfillment.
• Maintains current knowledge of industry trends, new product information, legislation, coverages and technology, and seeks opportunities for continued learning in these areas.
• Resolves moderately complex customer service problems. Typically assigned mid-market clients. Client contacts may include senior-level personnel, in addition to mid- and junior-level personnel. May jointly support larger, complex clients alongside more senior team members.
• May provide guidance and direction to more junior service team members or centralized service teams, overseeing processes and service timelines
• Follows established procedures and workflows related to document and client management, systems utilizations, as well as those for serving client needs.
• Maintains open, clear, and proactive communications with clients, Consultants and other internal partners. Interacts with others effectively and professionally by cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency.
• Provides administrative support on special projects, idea development, or new services as assigned.
• Regular and reliable attendance required.
• Follows established policies and procedures for serving client needs.

Qualifications: Required: Bachelor's degree and 5 or more years client coordination and/or claims management experience OR High School degree and 10 years client coordination and/or claims management experience. License required. Able and willing to travel approximately 25% of the time. Preferred:

• Typically has 8 - 12 years of relevant experience in insurance Account Management related positions.
• Experienced understanding of the Employee Benefits insurance brokerage industry including products, rating, underwriting, coverages, industry operations, and legislative environment.
• Possess basic understanding of the insurance agency/brokerage business

Behaviors: Excellent verbal and written communication skills. Able to quickly determine critical issues.