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Account Manager (Benefits)

Employer
Lovitt & Touche
Location
Tempe, Arizona
Salary
Not Specified
Closing date
Dec 24, 2019

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Job Details

Position Overview
The Account Manager position is responsible for proactively managing client service, renewal activities and administration of products for the clients assigned to them. Account Managers serve as a primary day-to-day contact for our clients.

Principal Duties and Responsibilities

  • Responsible for day-to-day management of Benefits accounts; develop solid partnerships with clients HR managers and other support staff; manage service issues, research problems, present and implement effective, timely solutions
  • Assist in preparing bid specifications for Requests for Proposal (RFPs); obtain necessary census and historical data for bid process; develop knowledge of carriers and products offered; analyze quotes and offer advice on competitive carriers/products; negotiate with insurance carrier representatives and underwriters upon request; prepare client proposals for approval; proof all proposals for accuracy; attend client meetings and presentations
  • Manage implementation of new lines of coverage and carrier changes and insure smooth launch/transition; complete all new/renewal business paperwork and internal documentation
  • Prepare employee communications materials such as brochures, flyers and payroll stuffers
  • Conduct group education and enrollment meetings at client sites or via webinar as required
  • Proof booklets and contracts for accuracy; report inaccuracies to the carrier(s) for correction; request Schedule As for clients IRS Form 5500 filings and facilitate signature ready Form 5500s; notify clients of legislative and regulatory changes and assist client in understanding how the issues apply to them
  • Responsible for electronic file set-up and maintenance, along with ongoing filing and documentation of client meetings/issues/decisions
  • Plan, prioritize and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met
  • Conduct all business in accordance with established policies and procedures
  • Attend onsite and offsite client meetings as necessary
  • Other duties as assigned


Knowledge, Skills and Abilities
Required:

  • High School Diploma or GED
  • 3+ years in group benefits with at least 1+ years in an Account Manager or similar level role
  • Licensed in Arizona Health, Life and Disability (or ability to be licensed within 3 months of employment)
  • Ability to develop and work with mathematical formulas
  • Ability to effectively communicate, both written and verbally, with internal and external parties
  • Ability to conduct education and enrollment meetings (comfortable with public speaking)
  • Excellent time management, organizational and multi-tasking skills with high attention to detail
  • Ability to build and maintain effective relationships with clients, carriers and peers
  • Ability to work independently and in cross-functional teams
  • Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point)

Preferred:

  • Some college or technical training in related discipline
  • Continuing education such as RHU, REBC, CEBS, or CBP
  • Experience using BrokerageBuilder



Working Environment

  • Work is performed indoors in a climate controlled office environment
  • General technology as it relates to office administration
  • Regular business hours with additional hours required during certain periods
  • Frequent travel to client sites within AZ; Minimal travel possible outside of AZ
  • Some lifting of up to 50 pounds required during transportation of presentation and client materials

Lovitt & Touche

Company

Headquartered in Arizona, Lovitt & Touché is part of the Marsh & McLennan Agency serving Arizona and the Western region. As a subsidiary of Marsh LLC, a leading global insurance broker and risk management advisor, we offer world-class business insurance and risk management solutions, personal insurance, bonds and surety, and employee benefits solutions.

Our success is rooted in a client-centric philosophy and mission to develop quality programs, underwritten by sound companies, delivered by exceptional employees. We value long-term partnerships and continually strive to exceed clients’ expectations — whether by identifying cost-saving opportunities, enhancing workplace safety, mitigating risk factors or settling claims.

Despite our size, Lovitt & Touché retains the close-knit, collaborative atmosphere that we were founded with in 1911. Leadership fosters a positive, community-focused culture that prioritizes employee wellbeing, professional growth, innovation and creativity. Moreover, new ideas are encouraged and valued, contributing to workplace loyalty and satisfaction.

We regularly are recognized for our workplace practices and company culture. We are proud to be recognized as one of the Top Companies to Work For in Arizona by the Best Companies Group since 2013, as well as one of the Most Admired Companies in Arizona by Az Business since 2015. We also are consistently featured as one of the Best Places to Work and a Top Insurance Broker by Ranking Arizona. We are honored to be named one of “The Valley’s Healthiest Employers” since 2012 by the Phoenix Business Journal and were the first company to be awarded the Gold seal by Healthy Arizona Worksites in 2014.

Company info
Website

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