Employee Relocation Manager jobs in Orange, CA

Description

Summary

Account Managers work and coordinate with the Account Executive(s) to implement client employee benefit strategy and programs and are responsible for managing the client service activity and day-to-day workflow on an assigned block of business. Account Managers build and maintain strong client relationships to help retain clients.

Standards of Performance

• Account Managers will exhibit high professional standards of behavior
• Actively support and incorporate company mission and core values into daily activities
• Maintain a positive and respectful attitude with colleagues
• Work as a team member to achieve departmental and overall company goals
• Demonstrate positive customer service skills, internally and externally, with effective communication, respect and integrity
• Maintain confidentiality of all information related to clients, customers, employees, carriers, or other information, as appropriate
• Demonstrate leadership skills and continually lead by example
• Serve as a positive role model within the department
• Consistently reports to work on time prepared to perform duties of the position

Essential Duties & Responsibilities

• In conjunction with the Account Executive(s), manage the client relationship and SCM client service activities.
• In partnership with the Account Executive(s), provide technical and non-technical leadership throughout all phases of the client service life cycle (plan, design, integrate, install, manage).
• The client service deliverables include the following:
• Strategic approach for new and renewing plans
• Pre-renewal and renewal timelines, project plans, meetings and presentations
• Renewal, RFP and marketing process, including marketing with carriers, carrier selection, plan design, and financial negotiations
• Partner with the Account Executive(s) and Health & Risk Consultant to assist in the implementation of Wellness Programs
• Compliance requirements and issues
• Carrier and vendor management
• Creation and coordination of employee communications
• All aspects of preparing and executing Open Enrollment including conducting employee education presentations
• Partner with Health Risk Consultant to coordinate client Wellness Events
• Work with Account Executive(s) to develop, prepare and deliver the client’s annual service plan and ensure successful execution.
• Ensure all SCM services are implemented according to established project plans and all client deliverables meet quality standards. Take a key role in managing the SCM project plan and timelines.
• Serve as the main client contact for issues or activities that the customer encounters with benefits programs and services.
• Maintain regular interactions with clients to develop client relationships as well as to identify client’s needs in order to assist and guide on plan administration, claims, and compliance.
• Assist Account Executive(s) in the preparation and delivery of Annual Stewardship Reports (performance summaries) as well as experience/utilization reporting and claim reporting for clients.
• Coach, mentor, and train the support staff (Account Assistants and/or Account Coordinators).
• Develop mutually beneficial relationships with insurance carriers to generate optimal results for clients.
• Keep current on changes in legislation impacting employee benefit programs and communicate with clients on these changes
• Educate clients on benefits plan management and compliance with federal, state, and local laws.
• Responsible for oversight of review and delivery of Carrier and Compliance documents to clients
• Serve as a subject matter expert for the team and a go-to-resource for a minimum of 1 complex benefit topic.
• Attend industry functions and participate in relevant industry training in order to maintain an extensive knowledge of insurance coverage, programs, and markets.
• Partner with internal resources (Benefits Administration and Technology) for the implementation and renewal of client benefits systems and technology.
• Lead and/or participate in key initiatives and projects across the department. These projects make a positive impact on the team and the department.
• Maintain consistent interaction with clients to develop client relationships as well as to identify client’s needs in order to assist and guide on plan administration, claims, and compliance
• Handle basic underwriting and funding issues and strategies. Escalate or request direction from Account Executive(s) on more complex situations
• Prepare financial, technical and product presentations at the direction of the Account Executive(s)
• Management of agency management systems and electronic files

Requirements

Qualifications/Requirements

• High school diploma required
• Bachelor’s degree or equivalent combination of education and experience
• At least 3 years of related benefits industry experience
• Hold unrestricted current and valid California Life/Health insurance license
• Must have excellent presentation, verbal and written communication skills
• Must have the ability to produce professional and complete proposals
• Must have the ability to develop plans and solutions and act upon them and take responsibility for outcomes
• Must have the knowledge and experience necessary for independent decision-making ability
• Must possess a supportive and responsive manner with internal staff and external customers
• Must have the ability to multi-task in complex working environment with accuracy and proficiency

Continuing Education

Must complete all required continuing education hours for the state in which licenses are held; in areas related to your job function (or future position desired). Courses helpful to professional development, whether giving continuing education credits or not are encouraged

Physical Demands & Work Environment

• Work is performed in a professional office environment
• This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines
• Must have the ability to push, pull, lift and or carry up to 25 pounds
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
• Occasional travel to clients sites may be required within driving distances