Customer Success Manager - Benefits Solutions Financial & Banking - Las Vegas, NV at Geebo

Customer Success Manager - Benefits Solutions


Job Description:
Overview: AssuredPartners of Nevada is seeking a Life & Health licensed Employee Benefits Account Manager to support our Employee Benefits department and deliver exceptional risk management solutions to our growing client base in Las Vegas, NV! The Account Manager is responsible for account support. The Account Manager provides customer service by handling the day-to-day operations of clients' insurance need and works with various team members to deliver proper insurance and risk management services for clients. The Ideal CandidateYou have strong critical thinking skills and focus on accuracyYou enjoy supporting a team and have strong customer service skillsYou have great communication skills (verbal & written) If this sounds like you, we invite you to keep reading and apply! What You'll Do: Client SupportMaintains accurate client information to provide day-to-day client support and address intermediate-level client inquiries. Assists in the development of strong business relationships with appropriate insurance carrier personnel. Recognizes and satisfies carrier goals and objectives to enhance business relationships. Conducts quarterly service status calls to assigned book of business clients.Assists in completion and processing of applications; Schedules, prepares for, and supports open enrollment meetings.Support in client retention by maintaining a positive relationship and image with clients. Account ManagementSupports in enrollment, benchmarking, financial and utilization data based on financial review standards.Maintains all client information in accordance with both company procedures and HIPAA regulations. Follows company procedures in order to achieve positive audit results. Ensures accuracy of account information for both new and renewal policies, endorsements, and audits for accuracy. Works with carrier to ensure accuracy of client information and forms. Communicates any outstanding or impactful topics from the carrier back to the client.Oversees installation of the group on renewal. Finalizes enrollment with carrier and reports the results to team members. Support maintenance of agency management system, communication system, and other tools.Collects forms/data/schedules for regulatory compliance. Insurance ExpertiseLeverages technical knowledge to ensure carrier quotes are received in a timely fashion; Reviews quotes for gaps and assists with inquiries from the carrier.Updates BenefitPoint in a timely manner including updates to on-going activity. Other duties as assigned. What's in it For You?: To help you make the best decision for your personal growth, it's important to us to share a glimpse of what we offer our top asset, our people: Competitive base salary Generous 30
Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer DaysHealth benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options Company match 401(k) plan - 50% up to 6%! Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers Opportunity to prioritize your mental health with 24/7 access to licensed therapists Pet benefits & discounts Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners What You'll Need: Current Life and health License, required.2-5 years of related experience and/or training preferred Working knowledge of available employee benefits coverages based on business and industry Proficient in providing client service through electronic, telephone, and in-person interaction Problem solving skills; strong written and verbal communication skills Proficient in use of Agency Management software, or demonstrated skill at quickly learning new systems Proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software Grow, with us: AssuredPartners is passionate about fueling our clients' innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive. We're proud to be the fastest-growing independent insurance broker in America, but we're even prouder of the honest, caring relationships that our employees build with our clients every day. Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us. AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!Estimated Salary: $20 to $28 per hour based on qualifications.

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