Benefits Account Manager - Group Management Services : Job Details

Group Management Services (GMS) is looking for an energetic and client focused individual to fill the role of Benefits Account Manager in the Charlotte, NC office.SUMMARY: The Benefits Account Manager (BAM) will be responsible for preparation and delivery of benefits renewals, and meeting retention quotas. The BAM will also serve as the primary contact for clients to provide daily customer service, build relationships, and meet in person per GMS guidelines.ESSENTIAL DUTIES:

• Build relationships throughout the year with clients, ensuring quality service to support the Benefits renewal process.
• Meet with and educate both GMS clients prior to renewal to review plan usage, trends and claims that drive the renewal. Handle 6 month claims meetings for self funded groups.
• Initiate quoting process with clients. Collect, organize, and submit information to quoting specialist and underwriting team.
• Prepare renewal package for GMS blocks of business.
• Create the renewal proposal package including client specific reporting and recommended changes to the current offering.
• Present benefits package to client; explain plan designs and options for plan adjustments while making recommendations on changes to current offerings where necessary.
• Conduct informational and enrollment meetings with client and their employees to explain healthcare plan which could include new hire benefit meetings.
• Maintain a high rate of client retention through quality service.
• Keep record of customer interactions by recording details of inquiry, complaints and comments as well as action taken in GMS' CRM system.
• Work with other Benefits and GMS team members to ensure a positive customer experience.

Group Management Services (GMS) is looking for an energetic and client focused individual to fill the role of Benefits Account Manager in the Charlotte, NC office.SUMMARY: The Benefits Account Manager (BAM) will be responsible for preparation and delivery of benefits renewals, and meeting retention quotas. The BAM will also serve as the primary contact for clients to provide daily customer service, build relationships, and meet in person per GMS guidelines.ESSENTIAL DUTIES:

• Build relationships throughout the year with clients, ensuring quality service to support the Benefits renewal process.
• Meet with and educate both GMS clients prior to renewal to review plan usage, trends and claims that drive the renewal. Handle 6 month claims meetings for self funded groups.
• Initiate quoting process with clients. Collect, organize, and submit information to quoting specialist and underwriting team.
• Prepare renewal package for GMS blocks of business.
• Create the renewal proposal package including client specific reporting and recommended changes to the current offering.
• Present benefits package to client; explain plan designs and options for plan adjustments while making recommendations on changes to current offerings where necessary.
• Conduct informational and enrollment meetings with client and their employees to explain healthcare plan which could include new hire benefit meetings.
• Maintain a high rate of client retention through quality service.
• Keep record of customer interactions by recording details of inquiry, complaints and comments as well as action taken in GMS' CRM system.
• Work with other Benefits and GMS team members to ensure a positive customer experience.

• Bachelor's degree and 1-2 years Benefits Account Management or related experience required.

• Experience in health insurance, account management and customer service preferred.

• Current Ohio License in Life and Health Insurance is required - or must obtain within 90 days of employment.

• Valid driver's license is required; must be able to travel 50% of the time. Must be comfortable speaking in front of groups; excellent interpersonal skills.

• Compensation based on experience
• Car allowance until a company vehicle becomes available
• Medical, Dental, Vision, 401(k) with company match, Short Term Disability, Long Term Disability, Tuition Assistance
• Three weeks of PTO in years 1-5
• Five weeks of PTO in years 6+
• Great work/life balance
• Cell phone reimbursement plan

Why GMS?People don't necessarily buy what you do, they buy WHY you do it. GMS is passionate about small businesses having started off as one back in 1996 in Richfield, OH with only a few employees. Fast forward to today and we have over 500 employees in 24 offices across 16 states nationwide. We take pride in building and maintaining quality relationships with our customers as we help them grow their own business exponentially just as we did by allowing them the time and energy to focus solely on reinvesting in themselves.As we continue to expand ourselves here at GMS, we are looking for individuals who are willing and able to provide excellent customer service and support to their clients. We are looking for those who are passionate about the value small business brings and providing them assistance in their growth as they seek growth for themselves. We are committed to providing opportunities for upward mobility from within to those who are driven to succeed and who care about the relationships they build. Join the GMS team today, build relationships, seek growth and experience a truly family oriented workplace culture!For more information please visit our website at www.groupmgmt.comGroup Management Services is an Equal Opportunity Employer.

GMS helps thousands of companies across the country take control of their HR functions. Learn how GMS can make your business simpler, safer, and stronger.

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