Account Manager

Integrum Advisors is a workplace benefits provider committed to providing the best service, support, insight, and innovative solutions to our clients. We have roots dating back to 1943, and this strong foundation allows Integrum Advisors to deliver cutting-edge services while maintaining excellent customer service and support. We like to call our approach to benefits “Innovation Rooted in Tradition.”

 

This position coordinates with the Benefits Consultant, Senior Account Managers, Enrollment Team, and account management support staff to facilitate the implementation of new or renewing accounts to ensure the highest level of service is met. The Account Manager will maintain the ongoing client relationship and work with key decision-makers to proactively identify trends in service issues and develop corrective action plans that will positively improve the client’s ability to manage their employee benefits portfolio. This position requires strong skills in conflict resolution and negotiation as well as relationship building that ensures persistency of business and growth for Integrum Advisors. This position works in conjunction with the Benefits Consultant and Senior Account Managers and must act in a highly professional manner and demonstrate commitment to the mission and values of the company.

See below for the job description. To apply, email a resume and cover letter of no more than 500 words using the button.

Essential Duties, Functions and Responsibilities

  • Requires the ability to problem-solve and work with multiple electronic software platforms.

  • Coordinate and facilitate the implementation of new and renewing group clients.

  • Provide support at Open Enrollment meetings as requested by the Benefits Consultant and Senior Account Manager.

  • In coordination with the Senior Account Manager, provide oversight for the completion of pre- and post-Open Enrollment administrative work including but not limited to:

    • Pre-Renewal:

      • Collect census data

      • Medical risk questionnaires

      • Hourly rates and affordability test

    • Post-Renewal:

      • Pull and submit Open Enrollment changes to the carriers

      • Audit all carrier billings

      • Contracts and SPD’s from carriers

      • Renewal confirmation letter

  • Foster strong and lasting relationships with key client contacts that ensure persistency of accounts.

  • Handle all levels of correspondence.

  • Assist in client claim resolution.

  • Proficient in all forms of funding mechanisms: fully-insured, level-funded, self-funded.

  • Follow agency workflows and procedures.

  • Utilize and maintain data within the agency management system.

  • Ensure exceptional data integrity within all agency systems and processes.

  • Ensure high levels of service delivery to client accounts, including by:

    • Assisting Senior Account Managers as needed to respond to any service needs of clients following enrollment.

    • Providing the highest quality customer service at all times which includes every effort to exceed the customer’s expectations for service.

    • Providing 24-hour response time to customer calls/emails and resolving problems within one business day when possible.

    • Providing status updates to client if unable to resolve issue fully within 1 business day.

    • Providing responses or problem resolution to all client requests regarding enrollment issues, including ordering ID cards, processing enrollments, checking enrollment status, and answering questions.

    • Educating client and enrollees about their group’s benefit plans, coverage, co-pays, co-insurance and/or deductibles (in coordination with the Enrollment Team).

    • Researching and resolving billing problems.

    • Performing and completing pre- and post-enrollment carrier bill audits.

    • In coordination with the Senior Account Manager, manage the set-up and implementation of the benefits admin system for each account.

QUALIFICATIONS

High school diploma required, and Bachelor’s Degree in Business or related field preferred. Possession of current Virginia state insurance license health/life annuities is preferred. Employee who does not possess licensure will be required to obtain insurance licensure (Health, Life, and Annuities) within 30 days of initial employment. Must be at least 18 years of age and possess a valid driver’s license and satisfactory driving record.

Comprehensive written and verbal communication skills, high energy and enthusiasm, strong interpersonal, motivation, and leadership skills, and a willingness to self-direct and work independently, exceptional planning, problem-solving, and organization skills to provide extraordinary customer service and proficiency in Microsoft Office, Microsoft Excel spreadsheets, and other computer programs necessary for the position. Must also have proven and successful sales record and the ability to implement verified sales practices and successful market strategies while maintaining a high level of ethics, values, integrity, and trust.

At least three years in an account management position and/or service position in the health and/or benefits industry is preferred.

Position is Full-Time Exempt; overtime will not be paid. Please inquire for additional details concerning pay.