
iLocatum
Small Group Account Manager
Small Group Relationship Manager
Responsible for managing a diverse portfolio of clients in different industries. This includes fully insured, partially self-funded, self-insured, and captive accounts. Collaborate with a team to ensure customer satisfaction, resolve issues, and maintain client retention. Additionally, provide support to agents in sales and service activities.
Working with 25 accounts, each having 25-300 lives (primarily 50+)
Primary Responsibilities
• Facilitate the onboarding process for new clients.
• Address client and carrier inquiries.
• Complete request for proposal (RFP) and obtain census data.
• Initiate vendor renewal request with Service Representative and assist in negotiation of renewal rates.
• Prepare Open Enrollment materials such as guides, checklists, forms, summaries, presentations, brainsharks, and webinars.
• Coordinate group enrollment process with Service Representatives, providing necessary booklets, checklists, forms, summaries, etc.
• Conduct Open Enrollment meetings, health fairs, and webinars.
• Participate in pre-renewal, renewal, and post-renewal meetings.
• Educate clients on compliance requirements and provide consultation.
• Collaborate closely with agents and offer interchangeable support.
• Travel to client sites as needed.
Additional Responsibilities
• Keep agents informed about client activity, issues, and potential opportunities for further business development.
• Develop relationships with client contacts and provide recommendations for plan changes, claims concerns, and renewal options.
• Adapt to new software programs as required.
• Attend all scheduled team and staff meetings.
• Take part in educational and product seminars.
• Contribute to special projects as necessary.
• May require overnight travel for client meetings, conferences, etc.
SUPERVISORY RESPONSIBILITIES This position does not have any supervisory responsibilities.
Education and/or Experience
• High School diploma or equivalent with 3-5 years of relevant experience.
• Previous experience in the insurance industry or third-party administration (TPA) is preferred.
• Must possess an active Life and Health license or obtain one within 90 days of employment.
Computer Skills
• Proficiency in MS Office Suite.
• Experience with Brokerage Builder / ZyWave software is desirable.
• Familiarity with office equipment such as fax machines, copiers, scanners, printers, and cell phones.
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