Account Manager - AZ, On Site

• Coordinate and conduct the implementation for new and renewing clients.
• Coordinate strategy meetings and document collection with Business Consultant.
• Market, analyze, and negotiate benefits and rates for all coverages.
• Request renewal from carrier.
• Conduct pre-renewal and renewal meetings (in person or via Zoom).
• Negotiate renewals with carriers. Quote open market when necessary.
• Deliver final renewal to client and finalize benefit selections.
• Obtain applications and monitor benefit administration portals.
• Ensure everything is submitted in a timely manner (at minimum 15 days prior to the effective date)
• Perform first bill audits and host a meeting with client to discuss how the OE went.
• Ensure a high level of customer retention and satisfaction by building relationships with key contacts.
• Ensure high levels of service are delivered to ALL clients:
• High level of professionalism and customer service to employees.
• Provide 24-hour response times to requests, if resolution is not able to be obtained within 24 hours, make sure to keep lines of communication open with client by providing status updates.
• Education is key for all employees and key contact. Ensure all clients are compliant with their benefits, contributions, etc. Select filings of compliance documents, COBRA

• Personal qualities of integrity and credibility.
• Must be able to work individually and as part of a team.
• Must be able to use the utmost discretion in all presentations/correspondence and communication for staff, clients and all leadership.
• Intermediate (or higher) knowledge of Microsoft Office and Adobe.
• Work requires professional, written, and verbal communication and interpersonal skills.
• Strong organizational skills with the ability to multi-task and prioritize to meet stated deadlines.
• Knowledge of employee benefits, compliance, and payroll.
• Must be able to read, analyze, and interpret SBC, technical procedures, insurance regulations, and governmental regulations.
• Ability to respond effectively to the most sensitive inquiries and complaints.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.

• 2- 5 years or equivalent combination of experience, skills, education (including other relevant non-traditional degree programs, certifications, or job training programs) preferred.
• Bachelor's degree preferred

• Health and Life Insurance License mandatory.

• Frequently required to sit; occasionally required to stand and walk.
• Specific vision abilities required include close vision, color vision, and ability to adjust focus.
• Frequently required to talk and hear. Moderate concentration/intensity, which includes prolonged mental effort.
• Average memory, taking into consideration the amount and type of information.
• Noise level in the work environment is usually moderate.

This position is eligible for the following benefits:

• Health Insurance: Medical, dental, and vision coverage
• Retirement Plan: 401(k) with company match
• Paid Time Off: PTO, Holidays, Parental leave and Sick Leave provided as required by applicable state law
• Other Benefits: Life insurance, short term disability, long term disability, employee assistance program (EAP), flexible spending account (FSA), health savings account (HSA), Identity theft protection, critical illness, accident, cancer, hospital protection, legal and pet insurance.
• Additional Compensation: [e.g., signing bonus, commission structure] if applicable