AHB Group Account Management Senior Consultant II
Company | Allstate Insurance Company |
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Location | Wisconsin, USA |
Salary | $53200 – $73150 |
Type | Full-Time |
Degrees | Bachelor’s |
Experience Level | Senior |
Requirements
- High school diploma or general education degree (GED)
- Health and Life license (or the ability to acquire within one month of start)
- Must possess effective verbal and written communication skills
- Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
- Previous industry experience
- 2+ years of account management experience
- Proactive selling skills with ability to build strong relationships with customers
- Understanding of underwriting risk factors that influence health insurance profitability
- Demonstrates group health insurance subject matter expertise
- Advanced customer service skills-ability to handle a wide variety of callers in a professional manner and strong interpersonal skills
- Ability to process complex time sensitive information from multiple sources, make decisions based on data and to effectively communicate the related required actions to a broad audience
- High degree of initiative, mature judgment, and self-motivation
- Effective organization and time management skills with the ability to work under pressure and adhere to project deadlines
- Team oriented ability to provide guidance on process, procedures, and product
- Demonstrated experience in analyzing financial impact of decisions
Responsibilities
- Meet and exceed individual and team performance goals to improve overall lapse rate and client satisfaction
- Foster a sense of urgency and commitment to achieving goals, resulting in the ability to meet and exceed customer expectations
- Utilize strong communication skills, problem-solving techniques, probing questions and applies strong product knowledge to address client questions and concerns
- Partner with local sales offices to determine agency needs, identify key contacts within the agency, and develop strong relationships
- Manage time effectively to balance the need to retain business while also servicing clients
- Proactively partner with agents to determine renewal strategy for each group
- Evaluate group performance and key cost drivers, understand the competition, and act as a consultative resource by providing available plan alternatives to help the agent make an informed decision
- Close sales by building rapport with agents and employers, make recommendations and overcome objections
- Work with management to develop an activity plan for assigned accounts
- Follow and execute reissue process and rules
- Identify and facilitate upsell opportunities, including promoting available ancillary products
- Provide resolution for escalated issues by utilizing available tools and involving appropriate departments
- Demonstrate strong understanding of all workflows and business processes to execute overall service strategy
- Identify areas of process improvement and work with management and internal organization to improve processes
- Collaborate with TPA partners
- Stay up to date on all compliance and regulation
Preferred Qualifications
- Bachelor Degree or in-lieu of degree equivalent education, training and work-related experience