Group Insurance - Benefits Account Manager

A GIS Account Manager is responsible for managing an assigned book of business while developing long-term relationships with brokers, clients and carrier partners. A GIS Account Manager will interface with brokers, clients and carrier partners internally and externally, create client deliverables, and ensure high quality standards are met.

• Works closely with the GIS sales team in managing broker relationships and new business opportunities.
• Develop and maintain relationships with our broker partners and their clients.
• Develop relationships with our carrier partners and Third-Party Administrator Partner.
• Gain knowledge of insurance products including but not limited to: dental, life, disability, vision, accident, critical illness, hospital indemnity, medical.
• Gain knowledge of all GIS benefit administration systems; Ease, Employee Navigator, benefitsCONNECT, Selerix and PlanSource.
• Serve as the liaison between our broker partners, clients and carrier partners on all ancillary lines of coverage.
• Act as the escalated point of contact for assigned broker partners and client accounts which may include billing inquiries, eligibility inquiries, policy questions or contract review.
• Oversees and quarterbacks the implementation process of new sold cases with our internal sales team, enrollment firm, carrier partners and Third-Party Administrator.
• Become an expert at training our clients on our online enrollment, eligibility, and onboarding process.
• May assist in facilitating the renewal process to ensure Benefit Administration systems are set up for open enrollment and timelines are communicated to our broker partners.
• Execute the renewal process by efficiently documenting and communicating for high level cases with our broker and carrier partners, along with our TPA.
• Implement new lines of coverage by identifying upsell opportunities with the Sales Rep and/or Sales Specialist.
• Hosting web or in-person demos of the benefit administration platforms with our broker partners and their clients.
• Provide prompt, efficient, high-quality service to our broker partners and clients.
• Ensures GIS Internal systems are up to date and coordinates managing client data in our CRM system.

• This is a Hybrid role, candidate will be required to work in the St. Petersburg, FL office 1-2 days a week and as needed for meetings
• Must be able to work in a fast-paced environment.
• The ideal candidate will be comfortable on the phone and presenting to clients and prospects in person or via webinar.
• Must have the ability to learn quickly.
• The candidate has a sense of urgency and takes pride in their work.
• Must be comfortable in a team environment.
• Must have the ability to articulate solutions to customer service issues.

The qualified candidate should have the following:

• At least three years of professional work experience.
• Employee Benefit industry experience is not required but preferred
• Self-motivated and goal oriented
• Strong organizational, time management and follow-through skills
• Highly proficient in the basic of Microsoft Excel and Word
• Excellent communication skills both written and verbal
• Undergraduate degree (preferred, but not required)
• Desire to continually learn new products and services
• Life and Health license preferred or willing to become licensed within 180 days of employment