Associate Account Managers have a key role in delivering Northwestern Benefit’s value proposition. They are critical players in developing client relationships and in overall client retention. Associate Account Managers are members of the team training to become Account Managers.
Associate Account Managers partner with Account Managers to execute client communication and implementation projects. These projects are arranged and assigned in coordination with training modules. These modules build progressively to facilitate the Associate Account Manager’s mastery of skills required for the Account Manager role.
Associate Account Managers participate in training and support projects to become knowledgeable about various Health & Welfare programs. The Associate Account Manager will shadow Account Managers in the field to train in the development and delivery of customized communication strategies and employee education plans.
Associate Account Managers partner with the Account Management and Benefit Consulting Departments to provide support and assistance on client deliverables. These deliverables include directing and managing client and carrier implementations, creating and delivering employee communication materials, driving the Open Enrollment process, conducting Open Enrollment and New Hire meetings, and guiding the research and completion of special projects. Associate Account Managers will ensure that client work continues to move forward on behalf of AMs while they are working on other projects and out of the office.
Means to Accomplish the Objective
a) Work as an apprentice with other AMs on any current client project work (including attending and shadowing Open Enrollment meetings, Client Meetings and Implementation Meetings).
b) Will master and learn to create and communicate Open Enrollment/Implementation timelines to clients.
c) Demonstrate the ability to manage all aspects of the communication plan to include open enrollment, new hire orientation, and benefit administration technologies.
d) Master steps required to implement new carriers and new plan designs (including but not limited to master paperwork, contributions, implementation calls/meetings).
e) Support Account Management team with implementation, communication, open enrollment and assigned client deliverables.
f) Become knowledgeable of all roles within NB and how the Account Manager role works with each department.
g) Become well versed with product and industry specific technical knowledge applicable to role.
h) Learn to effectively communicate with all members of the client team, keeping them informed of key developments, delays and critical events.
i) Partner with an Account Manager to guide and direct the work of the graphic design team for development of client deliverables including benefit summaries, booklets, and online brochures.
j) Receive excellent client and teammate feedback on the quality and value of their work.
k) Demonstrate progressive ability to assess the nature of a problem quickly and effectively communicate with all members of the client team.
l) Travel with Account Manager or Manager of Account Management up to 30% of the time to meet with clients and their employees.
m) Find a better way; promote and recommend ideas for improvement.
n) Attend training opportunity, read and share industry knowledge, regularly participate in coursework to either earn or maintain professional designations.
o) Use tools and systems (e.g. Brokerage Builder, MS Word, Excel, etc.) to enhance the job. Keep desk and work area organized and clean.
p) Support and demonstrate the Northwestern Way.
Reports to: Manager of Account Management
Knowledge/Experience Required to Achieve the Objective(s)
- Must earn Individual Producers License in Health and Life Insurances or obtain within 90 days of employment (first exam attempt must be completed within 60 days of employment).
- Must complete and pass the 3 required Skill and Knowledge exam within 6 months.
Skills/Abilities Required to Achieve the Objective(s)
- Ability to work independently, with little day-to-day direct supervision.
- Excellent communication skills (listens, speaks, and writes well); able to interact effectively with people of all levels of responsibility and authority.
- Adept at public speaking and making group presentations.
- Highly organized.
- Able to manage a multitude of details (including paperwork); stays proactive while juggling these issues.
- High level of persistency with willingness to be innovative with problem solving.
- Skillful at analyzing pitfalls and developing solutions.
- Proficient in MS Office (Excel, Power Point, Outlook). Experience with Brokerage Builder preferred. Experience with Brainshark preferred.
- Operates in a fast-paced, energetic environment and welcomes change.
- Behavior exemplifies the Northwestern Benefit 25 tenets.
Physical Requirements/Miscellaneous to Achieve the Objective(s)
- This position involves light lifting and transporting of boxes that may weigh up to 25 pounds each and be awkward to carry.
- This position will require getting to and from client locations. For that, it is expected that one will maintain a valid driver’s license and own a reliable vehicle.
Assessment Tool(s) used for this position:
This position description is not intended to be all-inclusive, but to provide a general scope of the position, outlining the primary responsibilities, reporting structure, and knowledge/strengths/abilities required to succeed. It is not a contract.