Account Manager I

Job Description

Account Manager I

Warner Pacific –Ohio

Account Manager I is responsible for managing client information, including carrier renewals, census data, and carrier guidelines, to deliver competitive and comprehensive benefit solutions that align with client expectations. This role also involves recommending supplemental coverage options to enhance clients' benefit programs. The Account Manager collaborates with clients, brokers, sales consultants, and carrier partners to provide exceptional service. This role requires industry knowledge, proficiency in Warner Pacific’s proprietary systems, and expertise in navigating carrier portals.

Overview of Responsibilities

Renewal and Open Enrollment Management

Oversee a portfolio of accounts to ensure departmental production standards are met, maintaining accuracy while managing multiple renewal cycles simultaneously.

Collect and review detailed census and client information, including employee census data, group details and client preferences, to develop tailored renewal strategies.

Facilitate open enrollment by coordinating with group administrators, processing enrollment changes, submitting updates to carriers and confirming accurate carrier processing.

Utilize various Customer Relationship Management (CRM) platforms and other systems such as Salesforce, Agency Bloc, FormFire, and internal systems to track renewals, upsells and pending/completed cases.

Generate competitive renewal analyses for medical, dental, vision, and ancillary products to provide clients with informed plan options.

Develop customized marketing analysis based on client specific needs to optimize benefit offerings.

Client Communication

Communicate with clients, brokers, and sales consultants to gather necessary employee information and renewal details.

Provide clear explanation of renewal benefit offering, premium costs, contributions, and employee options

Assist clients during renewal selection process, including collecting new business paperwork for carrier changes or additional lines of coverage

Collaboration & Team Support

Collaborate with the client, case installation, and new business teams to support the new business.

Assign back-up for assigned Account Manager, as needed.

Assist team members and departments as necessary.

Market & Product Knowledge

Stay informed on benefits, plan designs, and market competition to provide accurate renewal analysis and marketing recommendations.

Monitor industry regulations and compliance standards (carrier meeting, carrier 411) to maintain up-to-date knowledge of the employee benefits market.

Customer Service

Respond promptly to client inquiries, acknowledging requests the same day and expected resolution timelines.

Address client questions, concerns, or adjustments regarding benefits packages, ensuring timely issue resolution.

Additional Skills and Requirements

High school diploma or equivalent.

Must maintain an Ohio Life & Health License

Familiarity with employee benefits products such as (group health, dental, vision, life, and worksite) preferred.

Proficiency in using Microsoft Office suite, (intermediate skills required).

Excellent verbal and written communication skills.

Excellent customer service skills.

Strong analytical skills and attention to detail.

Ability to manage multiple tasks and prioritize in a fast-paced environment.

Ability to work independently and collaboratively within a team.

Ability to learn and use Warner Pacific proprietary tools and other systems

Work Schedule

Must be local to Westerville, Ohio area as this is a Hybrid role and work schedule. Occasional in-office attendance for meetings, team collaborations, and other essential activities as needed.

Full-time position, Monday to Friday, 8 am -5 pm with overtime during peak periods, holidays, and weekends as requested.

Minimal travel may be required for client meetings or training sessions.

Compensation

Salary Range* - $55,000- $75,000 annually.

Actual compensation may vary from posting based on work experience, education and/or skill level.

* The salary range is the range Warner Pacific in good faith believes is the range of possible compensation for this role. at the time of this posting. The company may ultimately pay more or less than the posted range. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company’s sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

Full-time