Please note that while this role will operate remotely, it is required that the candidate reside in one of the following states: OR, MT, ID, UT, NV, AZ, NM, WY.
About The Mahoney Group: Founded in 1915, The Mahoney Group is one of the largest independent insurance, risk management and employee benefits brokerages in the U.S. A Top 100 brokerage, our expertise includes a range of industries including real estate, construction, nonprofits, homeowners' and community associations, and Native American tribes, schools and businesses. We attribute our success to delivering insurance coverage tailored to our clients' specific needs as well as a dedication to making a positive impact on the world around us. With operations in seven states and more than 200 employees, we're also an employee-owned company. To us, that simply means we have the independence to prioritize our clients' interests above those of Wall Street shareholders or investor.
Position Overview: The Account Manager position is responsible for managing the overall workflow for the books of business assigned to them. Account Managers handle all lines of Employee Benefits for their accounts and serve as the main contact for the clients. This account manager position will be working specifically with self funded groups.
Responsibilities
- Day-to-day service questions for an assigned book of accounts
- Work collaboratively with Advisors regarding client needs to deliver exceptional service
- Actively and effectively manage annual enrollment periods and the implementation of plan changes and coverage transfer
- Provide employee communications to clients such as annual benefit enrollment guide, PowerPoint presentations, benefit summaries, enrollment forms etc.
- Secure and maintain current benefit plan summaries/documents, amendments, etc.
- Document issues related to clients in document management system
- Assist with day-to-day service issues and concerns such as complex service issues, claims, billing, eligibility, enrollment, and coverage issues.
- Answer questions regarding plan interpretation and compliance
- Follow up with clients on action plans to ensure decisions are implemented, contracts prepared, and appropriate parties are notified
- Prepare renewal binders, proposals and spreadsheets, ensuring accuracy and compliance
- Responsible for updating the agency management system and customer files in the document management system according to agency procedure
Qualifications
- High School Diploma or Equivalent
- MUST RESIDE IN ONE OF THE FOLLOWING STATES: WA, OR, MT, ID, UT, NV, AZ, NM, CO, WY
- Minimum of 3 years of self funded experience
- State Life & Health License
- Ability to effectively communicate, both written and verbally, to internal and external parties
- Excellent time management, organizational and multi-tasking skills with high attention to detail
- Ability to build and maintain effective relationships with clients, carriers and peers
- Ability to work independently and in cross-functional teams
- Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point
- Previous Benefit Point or Applied Epic experience
Benefits:
- Employee stock ownership plan
- 401K Matching
- Generous time off policy
- Comprehensive company paid health insurance
- Dental and vision insurance
- Life insurance
- Flexible spending account
- Health savings account
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: Remote