客户经理
Account Manager
以能力为本，我们独特的公司文化奖励那些主动进取并致力于为客户利益着想的员工。
职位简介：
该客户经理职位独立管理所负责的客户服务交付工作，并通过分析、建议和执行，为客户策略做出贡献，与客户经理的客户群业务相关联。与高级客户经理和其他客户经理协作，完成所分配客户群的策略交付工作。该职位负责内部客户文档，承担任务和交付成果的责任，处理客户咨询并维护所有项目计划。
主要职责和功能包括以下内容。其他职责可能被指派。
•准备提案请求（RFP）和信息请求（RFI），包括协调保险公司提案、准备执行摘要、监控时间表并参与实施过程。
•监督当前和历史计划设计、流程图、费率、计划文件和其他相关客户信息在SNS客户数据库中的维护，以确保系统的完整性和准确性。
•进行证书和合同审查、计划设计分析和基准测试
•参与客户索赔审计，积极执行审计标准并总结结果。提供见解、分析和建议。
•识别、评估、解决和/或根据需要升级问题、担忧或挑战。
•与指定的客户经理、高级客户经理、客户和保险公司建立牢固的关系。
•作为客户在保险计划各个方面的问题参考点。评估客户计划选项，解释数据和市场基准，并为客户提供和客户经理提供建议
•调动适当的资源来解决客户问题。在优先处理客户需求、解决复杂问题和确定适当解决方案方面行使独立判断
•根据需要参加客户会议，并作为客户的额外咨询来源。
•在协助客户处理保险计划问题和解决争议时展示团体保险专业知识和高水平的知识。
所需技能：
•需要学士学位。
•在团体保险领域具有类似职位至少5年的工作经验。
•高水平的知识
查看英文原文
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
About the Role:
The Account Manager position independently manages assigned client service deliverables and contributes to client strategy through analysis, recommendations, and execution tied to Account Executives’ book of business and works collaboratively with Senior Account Managers and other Account Managers on assigned book of business to execute the strategy deliverables for the client. The position is responsible for internal client documentation, owning responsibility for tasks and deliverables, client inquiries and maintaining all project plans.
Essential Duties and Functions: include the following. Other duties may be assigned.
•Prepare Requests for Proposal (RFP) and Requests for Information (RFI), including coordination of insurance carrier proposals, preparation of Executive Summaries, timeline monitoring and participation in the implementation process.
•Oversee the maintenance of current and historical plan designs, process maps, rates, plan documents and other pertinent client information in SNS’s client database to maintain the integrity and accuracy of the system.
•Perform certificate and contract reviews, plan design analyses, and benchmarking
•Participate in client claim audits, actively performing audit criteria and summarizing results. Contributes insights, analysis and recommendations.
•Identify, assess, resolve, and/or escalate issues, concerns or challenges as needed.
•Establish strong relationship with assigned Account Executives, Senior Account Managers, clients and insurance carriers.
•Act as a point of reference for our clients regarding all aspects of their insurance plans. Evaluate client plan options, interpret data and market benchmarks, and develop recommendations for Account Executives and clients
•Marshal the appropriate resources to resolve client issues. Exercise independent judgment in prioritizing client needs, resolving complex issues, and determining appropriate solutions
•Attend client meetings as needed and serve as an additional source of consultation for the client.
•Demonstrate Group insurance expertise and superior level of knowledge when assisting clients with insurance plan questions and issue resolution.
Skills Required:
•Bachelor’s degree required.
•Minimum 5 years’ experience in a similar role at a comparable level in Group Insurance.
•High level of knowledge about the benefits we service including short term disability, long term disability, leave programs, life insurance, AD&D, voluntary benefits, dental and vision.
•High level of technical knowledge in all components of contracts, plan design, claim processes, and vendor capabilities.
•Excellent interpersonal, verbal/written communication, and presentation skills required.
•Proficiency in Microsoft Office applications required;
•Self-directed with positive drive and approach, including the ability to work both independently and collaboratively in a virtual working environment.
•Must be detail-oriented, have highly developed organizational skills including the ability to prioritize, handle multiple projects simultaneously, and manage strict deadline and turnaround time requirements.
•Ability to establish credibility at all levels of the organization and with clients through confident communications and actions based on integrity.
•Proactive/Action Oriented—the individual seeks out what needs to be done without being asked, anticipates team and client needs, acts ahead of deadlines, identifies and addresses gaps in processes, data, or deliverables, and takes ownership of next steps rather than waiting for direction.
•Must be actively licensed (Life, Accident, and Health License) or willing to obtain license in state of residence within the first 6 months of employment.
Preferred:
• Experience with Salesforce.
We seek out and embrace diversity in our talent. Our business thrives on diversity of talent, experience, character, and inclusion.
Brown & Brown does not discriminate against teammates or applicants for employment on the basis of race, color, religion, absence of religious affiliation, national origin, ethnicity, age, disability, perception of disability, sex, sexual orientation, gender identity/expression, gender orientation, marital status, service in our armed forces, veteran status in our armed forces, political activity or political party affiliation. We are committed to ensuring equal employment opportunities for all our teammates and applicants for employment. Our equal employment opportunity philosophy, in accordance with federal, state, and local law, applies to all aspects of employment with us including recruiting, hiring, training, transfer/promotion, compensation, benefits, and termination.
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
- Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
- Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
Recruiting Vendor Disclosure Statement
Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.
The Power To Be Yourself
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
Originally posted on Himalayas