Senior Account Manager

Bailey & Company Benefits Group, an Alera Group company, is seeking a top-performing healthcare industry leader to serve as a Senior Account Manager for our Employee Benefits team.

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success.

If that is what you’re looking for, this is your chance to be part of an amazing organization!

Our team of employees at Bailey & Company is highly motivated, innovative, and passionate about providing an exceptional client experience. We look for individuals interested in growing with our firm and working in an exciting, open, and collegial work environment. The Bailey & Company team is founded on 3 core principles: TRUSTED, SMART, and PASSIONATE. These key attributes apply to each one of our dynamic employees.

The Senior Account Manager must excel in providing the best-in-class strategic account development and service to existing clients while working collaboratively with Account Executives and Benefits Consultants. The Senior Account Manager coordinates the placement and service of employee benefits for Bailey & Co. clients. This position is client-facing and leverages competencies and advanced knowledge of benefits insurance services, HR administrative functions, and plan design to best service Bailey & Company clients.

TRUSTED

As a Bailey & Company team member, you would carry out responsibilities that rely heavily on your ability to advocate for each unique client. Our clients trust us to work on their behalf with their needs and priorities in mind. As a Senior Account Manager, you would be relied on to carry out the below responsibilities:

• Work with the service team to manage and oversee new business and renewal processes by following workflow procedures and best practices
• Communicate with carriers on submissions and negotiate premium, coverage, and other terms on behalf of clients
• Accurately maintain complete client files including the clear documentation of account detail in agency management systems, including policy information, activities, attachments, and correspondence

SMART

As an industry-leading firm, Bailey & Company consistently presents innovative, unique solutions to each of our valued clients. Bailey & Company is an Alera Group company, giving our clients national resources and expertise with a localized, personalized touch. To lead in this area, you would be responsible for the below items:

• Work with producer and/or account executives, service team, and other internal departments to plan, execute and track customized service strategy for each client, designed to create measurable value and efficiencies in their business
• Create proposals, providing a summary of programs and options, service plans, and other specific deliverables designed to support clients in making decisions about insurance programs
• Analyze risk, coverage program structure, and recommends options; execute coverage and program changes
• Evaluate coverage, terms, and conditions of quotes received from carriers; compare quote options from multiple carriers and present coverage comparisons as requested
• Remain current on insurance carriers, industry trends, and legislation
• Consistently follow client service workflows and appropriately engage internal resources such as the process support team, procedure manuals, and reporting tools to ensure efficiency and accuracy of execution

PASSIONATE

We’re passionate about meeting our client’s needs. It’s our firmly-held belief that our success is measured by the strength of our relationships, and our team members must carry that same passion and zeal. As a passionate team member, you’d be asked to do the following:

• Build personalized client relationships through demonstrated ownership of the service plan and multiple channels of communication such as phone, email, video conferences and in-person meetings
• Work with internal departments and teams to ensure cohesiveness and timeliness of service execution, and create reports of service plan execution
• Take an enterprise-wide approach to client service by collaborating with other service teams to create a cohesive client service experience
• Create submissions for carriers by engaging with clients and prospective clients on their coverages and program needs, assembling them into a submission package following best practices
• Develop and maintains positive working relationships with insurance carriers, attend meetings and events as appropriate, and proactively learn about their products and underwriting approaches
• Maintain successful relationships with producers, account executives, service team members, managers, carriers, and members of other departments

• Undergraduate college degree preferred
• Life and Health Insurance State License – required
• Professional Certification preferred (GBA, PHR, CLU, CEBS, CBP)
• Insurance carrier, benefits administration, and/or insurance brokerage experience
• Intermediate to advanced knowledge of the following:
• HMO, PPO, CDHP for health plans
• Wellness programs, dental, life, short and long-term disability
• Regulatory environment of employee benefit plans
• Ability to establish priorities, work independently and proceed with objectives with little or no supervision
• Computer skills with proficiency in Word, Excel, and PowerPoint including strong proficiency in creating and verifying financial spreadsheets
• Strong relationship management skills and excellent customer service skills - Highest integrity in regards to confidentiality of client data

Benefits: 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.