PPBx-90

Seeking a full-time position within a strong and well-established organization; a stable and thriving environment that allows and encourages room for growth & professional development. Looking for an opportunity to work as a part of a team that will lead to a lasting relationship. Always looking to improve skills through continuous training, exposure, and hands on experience.

Account Manager of our NY and NJ book of businesses, provide superior service by exceeding expectations. Establish, maintain, and nurture client relationships to ensure retention and ultimate customer service satisfaction. Schedule and attend annual open-enrollment and separate educational meetings to display our level of support. Work closely with HR Managers, employees, carriers and service providers. Provide accurate and competitive proposals for our clients by creating Excel spreadsheets to display plans, rates and benefits side by side. Process additions, terminations, and verify coverage. Act as a resource to clients on any local state, federal and Health and Welfare compliance issues that impact employee benefits. Process audit documents to ensure compliance with state laws, regulations and participation requirements. Analyze census data to provide expert advice, develop solutions for current and future project plans, and execute strategies to consistently illustrate the value of our client relationships. Install new cases on carrier portals, provide Member ID and Group numbers to clients. Help familiarize clients with filing claims, claims resolution, finding doctors or hospitals and checking balances of HSA, HRA and FSA Accounts. Assist with set-up of these accounts.

Recruited agents and brokers for our firm by utilizing networking groups, resume sites, search engines, social media and cold calling.

Checked FINRA website for any possible outstanding issues to prescreen agents/brokers. Interviewed candidates to provide more information on our firm; benefits package, products, company and compliance requirements. Explained on-boarding, appointing their licenses, and transferring their book of business.