Account Manager - Fallon Benefits Group

Title: Account Manager

Reports to: Senior Account Executive

Status: Non-Exempt

Purpose of position:
Provide day-to-day support to an assigned group of clients, either as part of an account team or individually. Responsible for implementation of each client’s annual strategic plan.

Relationships:
Clients, Carrier/Vendor Partners, Internal Employees

Essential Duties and Responsibilities:
1. Regularly communicate with clients on a variety of benefits issues and projects relating to the annual strategic plan. Meet with clients at least annually to determine client goals.

2. Troubleshoot any client issues; respond to client requests within 24 hours of receipt. Resolve issues and communicate accordingly.

3. Assist with negotiation and presentation of client renewals on an annual basis.

4. Work with clients to determine content for client communication campaign materials.

5. Market client plans as necessary and present marketing analysis.

6. Handle various administrative tasks associated with client service.

7. Assist with preparation of stewardship and financial reports for clients.

8. Follow up with Account Executives and Producers regarding account status/changes on a regular basis.

9. Develop strong relationships with carrier/vendor partners.

10. Conduct open enrollment meetings/presentations for clients as needed.

Position Requirements (knowledge, skills and abilities required to perform satisfactorily in the position):

• A bachelor’s degree from an accredited university and at least three years of progressive experience in field of employee benefits or a high school diploma or equivalent and at least five years of progressive experience in the employee benefits industry.
• A current benefits license for the state of Georgia or the ability to obtain one within 60 days of hire.
• CEBS, ChFC, CLU or FMLA designations preferred.
• Strong attention to detail and follow through required.
• Must possess excellent listening skills.
• Superior client service skills.
• Expert knowledge of Microsoft Office including Word, Excel and Powerpoint.
• Strong organizational skills.
• Ability to multi-task and handle multiple projects with deadlines at the same time.
• Ability to work quickly and accurately.
• Ability to work as a team member, externally and internally.
• Ability to be flexible based on internal and external needs.

Physical Demands:
• Position requires sitting at a desk working on a computer for at least 2/3 of time.
• Position requires minimal lifting up to 25 lbs.
• Position requires regular and reliable attendance.
• Position requires proficiency in English and grammar usage skills.
• Position requires local and overnight travel (30 to 50% of time).

Contact:
Jeff Layman, CLU, ChFC, CEBS
Principal
Fallon Benefits Group, Inc.
(404) 814-6036 direct
jlayman@fallonbenefits.com