Account Manager (Employee Benefits) at Leavitt

Account Manager – GBS Colorado Status: Full Time Location: Longmont Colorado (Hybrid) Exempt Status: Exempt Salary Range: Between $65k and $75k based off of experience About GBS GBS is the leader in experience, innovation, and services when it comes to customizing the employee benefits offerings for our clients. GBS has created a culture of respect, trust, hard work, and fun. We carry great excitement in our work, knowing that we have a tremendous positive impact on a larger scale. We partner with companies in building and protecting their dreams and visions. About the Role: GBS Account Managers collaborate with Brokers and support staff in the service of employee benefits business. Responsible for establishing and maintaining a proactive service plan for clients, providing excellent customer service, ensuring departmental and client needs are met. Must handle complex client issues and make recommendations by utilizing client service, administration expertise and carrier resources. Supports the Broker on activities required for a smooth transition and/or implementation of new business while simultaneously ensuring the retention of current clients. Responsibilities: - Be able to thrive in a fast-paced environment; you must be driven to succeed and willing to strive to be the best. You must bring a high level of energy and be committed to assisting clients, brokers, fellow account managers, and administrative support. - Ability to assist with new business and manage renewals of current business. - Manage internal and external relationships in a manner acceptable to others and to the organization. - Model team commitment by meeting deadlines; and by being cooperative, collaborative, and flexible. - Manage renewal processes for clients by requesting information from carriers, including but not limited to current bills, censuses, rates and summaries. Work directly with carriers to ensure accurate info is quoted, entered, and displayed on client spreadsheets in timely manner. - Participate in a proactive approach with clients on a quarterly, or as needed basis. - Manages the delivery of services and the day-to-day client needs to retain accounts, to establish strong client relationships and achieve high levels of client satisfaction. - Liaison with internal staff and operations. Documents and communicate program information to various departments and understand departmental differences. - Prepare, assist, and attend internal and external client meetings. - Performs detailed review of all client contracts, summary plan descriptions, insurance certificates, employee communications, and SBCs. - Address client needs; research, review and troubleshoot claims, potential risk, and billing issues to resolve issues. Requirements: - Experience with a PC, proficient in MS Office - Strong Knowledge of Employee Benefits - Health, Life & Disability Insurance License - Communicate effectively, strategic thinker, expert at project planning, working under time constraints and organization skills capable of meeting deadlines in an environment with overlapping and potentially conflicting priorities. Working Conditions / Essential Functions: - This position enjoys the benefits and climate control of a quiet office environment. Employees are provided with ergonomically sound workspaces. Work is accomplished at a computer terminal either sitting or standing. Employees must access, input, and retrieve information from the computer system. Comfort and efficiency are considered in employee workspaces. Daily work includes computer interfacing, data entry, communications (electronic and physical), movement throughout the office, attending meetings, etc. - Physical demands include the ability to lift and move objects (typically 0 – 10 lbs.) and visually monitor information/data on a computer screen. - The working environment described above provides a detailed representation of what employees might encounter in the workplace while performing the essential duties of the job. Reasonable accommodation may be provided to enable individuals with disabilities to perform the essential duties of the job. This job description is not designed to cover or to contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee.