Job Abstract

Todd Associates, an Alera Group Agency, LLC. is searching for a Dynamic Account Manager to join their Health & Benefits team. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success. If that is what you’re looking for, this is your chance to be part of an amazing or... more details

OVERVIEW Todd Associates, an Alera Group Agency, LLC. is searching for a Dynamic Account Manager to join their Health & Benefits team. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success. If that is what you’re looking for, this is your chance to be part of an amazing organization! In conjunction with our risk management department, the Account Manager will apply analysis and expertise in order to deliver and support benefit solutions that meet our clients unique needs. This position requires experience in agency client management with a strong understanding of the sales, service and marketing process for group health and welfare accounts. RESPONSIBILITIES Responsible for the daily management of client accounts and coordinating the placement of their insurance coverage with carriers Responsible for providing overall service of assigned customers and/or policies and soliciting of new business on existing accounts Fosters and manages overall relationships with clients and ensures retention of existing book of business Deliver recommendations on new benefit offerings and communication strategies to existing clients and employees as needed, or accompany producer in making presentations Assist clients regarding their renewal, including conducting enrollment meetings, distributing forms and materials, and answering rate and benefit contract questions. Follow up with clients, and other team members assigned to the account on action plans to ensure decisions are implemented, contracts prepared, and appropriate parties are notified Anticipate clients' needs and proactively initiate,3te communication and/or resolution through introductory calls, pro-active semi-annual service calls, and frequent updates during the life of an issue Communicate complex rules to clients and employees to achieve understanding and facilitate decision-making Comply with agency management system data standards and data integrity QUALIFICATIONS College Degree or equivalent work experience State Life & Health License Required 2 years of experience in Employee Benefits with Agency experience handling own book of business Strong knowledge of Employee Benefit practices and ability to manage multiple concurrent projects with shifting priorities Microsoft Office skills, including thorough working knowledge of Excel, Word, and Outlook; familiarity with PowerPoint is a plus Team player who is organized and enjoys assisting others Strong verbal, written communication and customer service skill Very detail oriented and able to prioritize and multi-task BENEFITS We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more. We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. If you're a California resident, please read the California Consumer Privacy Act prior to applying. #LI-KB1 #LI-Hybrid