Account Manager Employee Benefits

Company Description

BIS is an independently owned benefit and commercial insurance broker located in

Roswell, GA. Our mission is to serve others through responsive insurance advising.

We aim to excel in our industry while maintaining our commitment to service,

integrity, faith, and excellence. We have an unwavering commitment to both our

employees and our clients. This has earned us the prestigious title of one of the

Best Places to Work by The Atlanta Business Chronicles for multiple years and Best

Places to Work In Insurance.

The Account Manager (AM) ensures client satisfaction and retention through

strategic relationship management and superior customer service. The AM leads

the renewal processes, facilitates open enrollment meetings, maintains carrier

relations, and collaborates with internal teams.

Key Responsibilities

• Developing strong relationships with clients to foster loyalty and ensure successful annual renewals.
• Leading the renewal process, initiating conversations with clients well in advance, and coordinating with carriers to gather necessary information.
• Facilitating Open Enrollment (OE) meetings for new and renewal business, educating employees on benefits and addressing any inquiries.
• Maintaining positive relationships with carriers to enhance BIS’s market position and boldly requesting assistance to meet client needs.
• Leading internal teams through effective collaboration, communication, and participation in meetings and activities.
• Demonstrates proactive communication by promptly informing clients and key decision makers about carrier changes.
• Thrives in environments that demand quick action and constant engagement, preferring productivity over idleness.
• Proficiently utilizes CRM systems and accurately manages workflow updates to streamline internal processes.

Qualifications

• Must meet our value system.
• 3 or more years of experience in employee benefits, marketing, service, or account management would be helpful but not required.
• Life and Health License helpful but not required at time of interview. It would be required to take the position.
• Proficient in Microsoft Office.
• Strong communication skills, both written and verbal.
• Ability to multitask, establish priorities, and quickly build rapport with clients and prospects.
• Self-motiviated, dealdline-oriented, and committed to continous skill development.

Company Values

• Follow Through- Solve all items and provide updates
• Humble- Not arrogant
• Heart to Serve- Genuinely care about others
• Integrity- Do the right thing
• Heart to Learn- Care about your craft and want to improve in life
• Perspective- Don't take yourself too seriously and family is priority