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Posted on 08/17/2017

Account Manager Position/Group Benefits

Risk Strategies Company - Lawrenceville, GA

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Job Description

Job Summary:

Responsible for handling and managing a comprehensive book of health and welfare insurance business and accountable for all day-to-day servicing of client needs, such as enrollment meetings, relationship management, wellness programs, client presentations and guidance

Primary Responsibilities and Duties:

The duties of the Account Manager, include but are not limited to:

  • Manage client relationships by actively servicing and retaining accounts and working with the producer to develop new business opportunities
  • Initiate and follow-up with clients and carriers to resolve problems, provide coverage guidance and education, answer questions, and provide correspondence and reports as needed
  • Manage annual renewal process: prepare renewal presentation to include marketing analysis, strategic planning initiatives, contribution analysis, network analysis and benchmark study
  • Prepares, reviews and monitors various client-related information such as premiums, policies, claims, applications, changes, etc.
  • Work with producer to discuss potential solutions reflecting underlying strategic business needs and/or industry best practices that deliver client value
  • Ensure client policy changes are in scope, justified and agreed to by key stakeholders
  • Maintain knowledge on ACA and provide client support and guidance for compliance
    • Prepares reports, quotes, and coverage based on client needs and maintains maintains agency management system and follow-up actions accordingly
    • Attends webinars, client meetings, or educational activities to stay up-to-date on the latest developments, trends, and regulations in the market place
    • All other duties pertaining to servicing accounts and/or other duties as assigned from time to time

 Physical Demands and Work Environment

  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is required to regularly sit, hear, and reach with hands and arms. The employee is occasionally required to stand, walk and stop. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus using a computer screen.
  • The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  The noise level in the work environment is usually moderate to loud. Travel is minimal with most contact with customers by phone and correspondence.  Travel to client meetings and insurance companies as needed.



To apply please email the resume to recruiting(at) 


Job Requirements

Requirements and Qualifications:

  • Minimum of 5+ years of Group Benefits insurance brokerage experience
  • Valid GA Life, Accident and Health brokers’ license
  • College degree preferred
  • Agency management and benefit related application systems knowledge, preferably with Benefit point and Zywave
  • Possess excellent verbal and written communication skills
  • Demonstrate proficiency in computer applications, esp. Microsoft Office Suite and comfort working in a paperless environment
  • Exceptional organization and time-management skills
  • Self-starter, professional and assertive
  • Ability to handle a fast-paced, challenging work environment


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