AGM Benefit, an Alera Group Agency is seeking an Employee Benefits Account Manager to join our team.
AGM Benefits is a leading provider of employee benefits communication and enrollment services. As a full service enrollment firm, AGM provides a suite of benefit solutions that eases the burden of employee benefit enrollment and administration for HR professionals, employers, and brokers.
Since 2013, AGM has tripled in size, enrolling employees across the nation. As a company, we are constantly challenging ourselves to deliver the most innovative benefits technology, enrollment services, and voluntary benefits on the market.
In July of 2021, AGM Benefits joined Alera Group to enhance our national footprint and enrollment resources. Alera Group is a leading independent national employee benefits, property and casualty, risk management and wealth management firm created through a merger of 30+ like-minded entrepreneurial firms across the United States. Our mission is to transform the client experience by providing a greater depth and breadth of tools and resources, education, innovative thinking and constant collaboration. Alera Group gives us the resources, technical expertise and best practices of a larger national firm, while maintaining the personal local service our clients expect.
Account Manager: Responsible for new and renewal account implementation, benefits technology case setup, and overall service of assigned accounts.
- Read and interpret provided plan documentation and benefit proposals
- Configuration of employee benefits portal and online enrollment system
- Facilitate system testing and tracking of project milestones
- Maintain implementation documentation
- Troubleshoot issues and resolve as quickly as possible
- Professional and courteous communication with clients, IT team, sales team and upper management
- Support Regional Vice President in developing new business opportunities for existing clients and prospects
- Initiate renewal process for existing clients with AGM Benefits Producer
- Reviews policies and contracts for accuracy
- Provides technical guidance to staff assisting with client needs or procedural issues
- Meets with clients as needed or directed by Producer
- Engages in optimal and appropriate usage of applicable agency management systems
- Provides exceptional customer service to the accounts of AGM
- Account Management: 1 year (Required)
- Employee Benefits: 2 years (Required)
- Strong preference for those with Selerix BenSelect software experience
- Competent with computers and Microsoft Office products
- Able to complete assigned cases and projects within pre-defined timelines
- Able to effectively prioritize work and multitask
- Team player possessing a positive, self-motivated attitude
- Strong attention to detail, logical thinking, problem solving, and communication skills required
- Excellent verbal and written communication skills
- Ability to work with a team
- Excellent customer service skills, including telephone and listening skills
- Good leadership, problem solving, and time management skills
- Proficient in basic computer skills, Microsoft office suite, and agency management systems
We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.