Holmes Murphy & Associates
Account Manager II
May 2014 — Present
Evaluate the needs and risks of clients and assist in creating a benefits program specific to those needs. Maintain positive working relationships and clear communication with clients and insurance carriers. Establish and manage timelines to track tasks, task durations, and team resources for completing assigned projects.
Draft, make requested edits to, and distribute RFPs to the insurance carrier market. Work to ensure timely response by insurance carriers, then summarize insurance carrier proposals for review. Assist sales and service teams with marketing of new and renewal business including gathering needed information, submission to carriers, and preparation of proposal to our clients. Assist sales and service teams with preparation and creation of materials for presentations and in the implementation of new health and welfare benefit plans.
Communicate with insurance companies, vendors and internal teams to ensure proper administration of accounts (including contract concerns, underwriting issues, claim situations, etc). Assist with meeting facilitation; own and updates agendas and project plans (including health fairs). Ensure account accuracy including: reviewing coverages, renewals, applications, new business submissions, as well as, checking upon receipt; policies, endorsements, premiums, invoicing, and SPD’s. Coordinate with Financial Analysts to complete analysis per client and/or account lead request.