Summit Financial Group Hiring For Group Benefits Assistant Account Manager at Oklahoma City, OK, United States Full Time

Job Description

JOB SUMMARY/ORGANIZATIONAL IMPACT: The Group Benefits Assistant Account Manager is a strategic support position for Account Manager(s) and a secondary point of contact for clients. Group Benefits Assistant Account Managers must be highly responsive to client requests and be able to proactively identify client issues.RESPONSIBILITIES/ ESSENTIAL FUNCTIONS:

• Develop a professional supporting relationship with clients by maintaining a positive customer experience.
• Coordinate timelines and deadlines with producers, clients/ prospects, benefits specialists and other team members for all presentations and plan updates.
• Collaborate with account managers and producers to respond to RFP’s, evaluate carrier proposals, and determine which options are most suitable for clients.
• Coordinate with account managers and other team members to prepare enrollment and plan communication materials, such as benefit guides, notices, etc., and collect and complete enrollment and plan change documentation based on client’s renewal decisions and finalize a successful implementation process.
• Utilize critical thinking and solid judgment to solve problems; make decisions and resolve complex issues as they pertain customer services, company policies and state and federal guidelines.
• Assist marketing staff with marketing accounts and preparing presentations.
• Provide timely and thorough client communications, written and oral. Operate as an advocate for our clients, documenting the client’s needs.
• Build and maintain positive client relationships through recurring calls, meetings and strategic partnerships with the customer and their advisors.
• Learn general working knowledge of carriers and other vendors, their products and services including basic contractual language and terminology.
• Record and manage records and communication in Summit’s CRM (Client Relationship Management) system.
• If needed, mentor a less experienced Assistant Account Manager.
• Recognize areas of weakness, provide suggestions, and update documentation for process improvement.
• Perform general and administrative duties as assigned. Including assisting with client presentations, open enrollment meetings, benefit fairs.

Experience:

• 3-5 years previous work-related experience
• Experience using Microsoft Office Suite; Experience using Microsoft Office 365; Outlook, OneDrive, SharePoint, and Dynamics preferred.

Education Required:

• Bachelor’s degree preferred.

Certifications/Licenses:

• Active State Life, Health, & Accident Insurance License

Job Type: Full-timeBenefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

License/Certification:

• life, accident and health insurance license (Preferred)

Work Location:

• One location

Work Remotely:

• No