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
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)
Some college or technical training in related discipline
Continuing education such as RHU, REBC, CEBS, or CBP
Experience using BrokerageBuilder
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
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Delivered by Exceptional Employees
As one of the largest independent insurance brokerages in the United States, with nearly 200 employees in three offices and over $400 million in total premiums – Lovitt & Touché has the experienced personnel and financial strength to solve your insurance problems all over the world.
Our commitment is to satisfy our clients’ needs and expectations through the development of quality programs, underwritten by sound companies and delivered by exceptional employees. We promise to work at building a long term partnership with you …a partnership based on the fact that we will always do what’s best for you regardless of its impact upon our fees. In addition, we will continue to search for better ways to serve you and to solve your insurance related problems. This includes examining the factors which make your risks unique while helping you with workplace safety, loss control and risk management. Finally, we will always be available to assist in adjustment or settlement of claims.
Lovitt & Touché is honored to have been selected by the Phoenix Business Journal as one of the “Best Places to Work in the Valley” since 2013, one of the “The Valley’s Healthiest Employers” since 2012 and “Top Minority Owned Firm” since 2012. We are proud to have been recognized as a CareerBuilder Top Company to Work for in Arizona since 2013, hold the Copper Cactus Lifetime Award for Community Service since 2011 and were the first company to be awarded the Gold seal by Healthy Arizona Worksites in 2014. Lovitt & Touché has also been featured in the Ranking Arizona publications as a Top Insurance Broker and Best Places to Work.
The Lovitt & Touché Promise
We promise to work at building a long term partnership with you …a partnership based on the fact that we will always do what’s best for you regardless of its impact upon our fees. In addition, we will continue to search for better ways to serve you and to solve your insurance related problems. This includes examining the factors which make your risks unique while helping you with workplace safety, loss control and risk management. Finally, we will always be available to assist in adjustment or settlement of claims.
To employ outstanding people at every level
To obtain outstanding insurance placements for all our clients
To attain maximum product quality by paying attention to details and seeking continuous improvement
To develop solid long-term relationships with our insurance companies and our clients
To exceed industry standards in our sales and marketing approach
To achieve state-of-the-art cost control and business efficiency systems