Account Manager: Employer Benefits SolV Independent Insurance Associates

YOUR ROLE'S WHY:

The role of the Account Manager is to serve as a member of the account management team, taking direction from both the account executive and consulting team. In this role you will assist in all aspects of client management, including providing customer service support to SolV clients, plan management, compliance, communication, vendor management, reporting and analytics, and providing employer level support.

YOUR ROLE'S HOW:

Examples of Actions, Behaviors, Qualities & Skills important to the individual and the organization.

· Communication - Knows with whom, how, when, and what to communicate. Communication is flavored with grace, respect, and humility. Listens well and willingly receives and applies feedback.

· Relationships - Sincere and intentional in communication and interactions. Partners to develop and build appropriate and meaningful connections.

· Self-Development - Works to achieve personal and professional goals by seeking opportunities to increase knowledge, experience, responsibility, and impact.

· Teamwork - Successfully communicates and collaborates with team members to achieve common goals. Is respectful and encourages other perspectives and ideas.

· Integrity and Character - Honest, accountable, maintains confidentiality, above reproach, assumes the best, positive attitude, transparent.

· Interpersonal Skills - Builds strong relationships, is flexible/adaptable, works well with others, solicits feedback.

· Job Knowledge - Understands facets of job, is aware of duties and responsibilities, keeps job knowledge and skills current.

· Organization Skills - Information organized and accessible, maintains efficient workspace, manages time well.

· Problem-Solving - Strives to understand contributing factors, works to resolve complex situations. Demonstrates critical thinking. Bring solutions to the table.

YOUR ROLE'S KEY RELATIONSHIPS:

Reports to: Account Executive

Direct Reports None

Internal Relationships: Service, Ops, Consultants

External Relationships: Clients and their dependents, Carriers, and Vendors

Pay & Benefits:

$78-85k salary

Medical, dental, and vision with generous ER contributions

20 holidays per year

15 days PTO per year

YOUR ROLE'S WHAT:

PLAN MANAGEMENT

· Under the direction of the Account Executive, assist with all pre-renewal activities including benchmarking creation, review, and analysis; preparing, communicating, collecting, and analyzing requests for proposal; requesting renewals; providing administrative support throughout pre-renewal process

· Assist with the carrier confirmation process of all plan decisions including written rate confirmations, collection and in-depth review of all carrier or vendor contracts, policy provisions, and materials. Manage the implementation of any new plans or new carriers.

· Working closely with the Account Executive and Consulting team, create and disseminate written communications for clients including, benefit guides and open enrollment materials

· Working closely with the Account Executive and Consulting team, provide open enrollment support by scheduling and facilitating meetings, and creating and presenting open enrollment and new hire presentations

· Provide administrative support for renewal process, including analyzing plan renewals and alternate options, providing internal communication about client decisions, and working with carriers and vendors throughout the renewal process

· Under the direction of the Account Executive and Consulting team, develop, create and maintain comprehensive analytic data and reports for use by assigned clients and the

Consulting team regarding the financial and budgetary restrictions and conditions of applicable benefit programs. Understand and document defined client financial restrictions then create reports and provide datasets which assist with the analysis of information pertinent to those financial restrictions.

· When applicable, provide underwriting services for self-funded plans

· Provide prompt and thorough client support through their decision-making process. Manage client expectations and understanding of time constraints regarding communication, technology, and implementation

· Provide oversight and program management for additional projects such as claims audits, implementation of wellness programs, etc.

ADMINISTRATION

· Schedule, communicate, and attend meetings with SolV team, clients, and vendors. Responsible for thoroughly documenting meeting, including decisions made and next steps

· Provide assigned Account Executive support through updating and maintaining SolV's client project management system

· Responsible for collecting and filing all required carrier and vendor reports needed for each client

COMPLIANCE

· Maintain up to date knowledge regarding all aspects of applicable compliance regulation including, but not limited to ERISA, PPACA, COBRA, CAA, and HIPAA. Maintain intimate knowledge of applicable regulations and provide prompt and thorough responses to assigned client inquiries. Ability to determine accuracy of information using provided resources is expected.

· Responsible for the creation and distribution of all required notices, documents and filings including federal model notices, 5500s, wrap and plan documents to assigned clients. Provide ongoing support regarding the finalization of provided compliance materials to the client and ensure thorough communication regarding applicable due dates and expectations

· Participate in available professional training or educational opportunities, when possible

· Maintain a working understanding of general Human Resources practices and regulations

TECHNOLOGY

· Provide client support for the maintenance and updating of the client's benefit administration site, where applicable

· Educate assigned service team with any changes in carrier and vendor websites and their functionality

THE SOLV WHY:

Laying aside greed and putting the interests of those we serve above our own. – SolV Vision

OUR MISSION:

· Our Clients: SolV empowers employers and their employees to maximize their employee benefits budget with integrity, education, and compassion.

· Our Employees: SolV empowers our employees to lead balanced and joyful lives by investing in their growth and lifting their spirits.

· Our Partners: SolV empowers our vendor partners to forge long-standing relationships through transparency and collaboration.

OUR VALUES:

· Honesty – We will act with honesty and integrity.

· Independence – We will remain independent and live within our means.

· Positivity – We will avoid gossip, make things better, help & encourage and leave negativity out. Change what we do not like and put others above ourselves. Do no harm.

· Mistakes – We will make mistakes, grow from them, and show grace when others make mistakes. It is okay to admit you made a mistake.

· Support – We will have each other's backs. SolV has yours. Do not throw others under the bus.

· Health – We will make our mental and physical health a priority.

· Ownership – This is our company. Work collaboratively, stay fun. Do everything with excellence. Under promise, over deliver. Be efficient.

· Employees First – Shareholders last. Happy employees = happy clients.