Account Manager

Base Pay $55,000.00 - $65,000.00 / Year

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This position provides basic to broad level product expertise in support of the Employee Benefits Sales Consultants and Account Executives efforts to establish and build profitable client relationships. The position will provide client services and technical support to clients and other team members as required. Requires presentation skills and travel as necessary (within eight counties of WNY) to meet client needs.

The Account Manager will advise clients on industry standards, trends of clients and personal experience with carriers.

Agency specific training will be provided.

• Works with Sales and Account Executives to service new, existing, and potential clients
• Advises and counsels clients on employee benefit products and services provided by Walsh and on various legislative issues involving Employee Benefits
• Process all required documentation to add new coverage’s and/or effect changes, including collection and submission of data to carriers, as well as follow up questions, and review plan document/ employee communications for accuracy
• Responsible for identifying, researching, analyzing, and resolving any client issues. Upon completion, documenting in client management system appropriately
• Provides ongoing day‑to‑day account management
• Conducts enrollment/education meetings for employees at client locations
• Develops a working knowledge of all Walsh and carrier technology‑based system
• Works with Benefits Service Manager and carrier representatives to gain knowledge of all products and services
• Attend service meetings and product/educational seminars
• Attends pre‑renewal, renewal, and prospective client meetings
• Oversee client initiatives and projects to ensure timely delivery and desired outcomes
• Cross train as needed
• Adhere to the stated expectations of the E&O Plus Quality Management Program

As an Account Manager, major responsibilities include but are not limited to:

• Maintain up to date information using agency provided tools
• Perform other miscellaneous duties as assigned by agency management; may handle some moderately complex tasks independently
• Responds to requests in a timely manner
• Adhere to client service standards of the division and agency
• Participate in training and seminar courses
• Follow guidelines outlined in WD employee manual
• Monitor legislation that pertains to employee benefits and regularly communicate updates with Benefits Division and clients

• Bachelor's degree (preferred)
• 3-5 years' experience in employee benefits/human resources (required)
• Life & Health license (will be required in the first six months)

• Proficiency in Microsoft Suite, particularly Excel and Power Point
• Ability to effectively use computer systems and software applications and quickly learn new technologies
• Above average communication skills, both verbal and written
• Excellent interpersonal and team building skills
• Out of the office approximately 35% of time traveling to client offices generally located within the 8 WNY counties
• Exceptional time management skills
• Strong presentation skills for groups of 2 to 200+ people
• Ability to research and learn subject matter regarding employee benefits

Manager, Group Benefits Operations
Functional report to clients assigned Account Executive and Sales Consultant

Full-Time;
Exempt if hired at a salary meeting applicable federal and New York State exemptions; otherwise, non-exempt

Walsh Duffield complies with the Americans with Disabilities Act. Reasonable accommodations may be made to qualified individuals with disabilities to perform the essential functions of this position.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to sit while using hands to use a computer or other technologies. The employee frequently is required to…