Full Time

Location: Wall, NJ

Role and Responsibilities

The Account Manager is responsible for maintaining and growing relationships with existing clients. Through a variety of day-to-day contact, the Account Manager acts as an advocate for his/her clients, working with carriers, general agents, vendors, and internal staff to ensure that the clients’ needs are understood and satisfied.

Account Service

• Handle service requests for clients (corrections, claims, billing, plan change issues, enrollments, etc.)
• Acquire expected timeframes and set proper expectations with clients for issue resolution
• Escalate issues as necessary to ensure proper resolution • Provide clients compliance assistance including ACA, COBRA, ERISA, etc., ensuring that all deadlines are met
• Ensure that all correspondence, documentation, and notes related to service issues are logged according to company guidelines

New Business Opportunities / Retention

• Review, analyze, and negotiate renewals with insurance carriers and general agents
• Prepare quotes, plan comparisons, and proposals for new and existing clients
• Where applicable, manage the RFP process with carriers and general agents to obtain the best possible quotes for new business and renewals
• Identify opportunities to cross-sell to existing clients
• Act as subject matter expert on all carrier products for all lines of coverage for local market to assist clients with selection of best plans for their business
• Communicate proactively with clients regarding changes to plan designs and procedures that will affect them
• Attend/conduct client Open Enrollment meetings as needed
• Oversee all carrier submission and installation requirements to ensure that all submissions are accurate and timely
• For clients who use an enrollment portal, manage the creation and maintenance of the portal and ensure that EDI processes are implemented properly
• Produce benefit overviews and other documentation as requested by client
• Participate in weekly status update meetings and bring attention to any anticipated issues or delays before they escalate
• Maintain electronic account files to reflect all activity and correspondence.

Sales Team Support

• Participate in discussions with and/or presentations to prospective clients
• Participate in the creation of new business proposals
• Represent Blue Ocean at industry or networking events as needed

Position Qualifications/Requirements

• 5+ years experience in group health insurance
• Proficiency in Microsoft Office products, specifically Excel and Outlook
• NJ Life and Health License required
• Applicant must sign an Employee Confidentiality, Non-Competition and Non-Solicitation Agreement

Full Time

Location: Wall, NJ

• Cultivate new business opportunities through cold calling, email, and networking activities, following up relentlessly to generate interest in Blue Ocean’s offerings
• Utilize CRM effectively to manage an accurate sales pipeline, maintain call logs, document updates
• Collaborate with internal and external product specialists to develop custom proposals, then present recommended benefits strategies, costs, risks, etc. to prospective clients
• Build and enhance relationships with clients/prospects
• Coordinate the seamless transition of sold business to Account Management teams

• 2-5 years B2B sales preferred (experience selling employee benefits, payroll or HR products is especially helpful)
• Deliberate and skilled communicator, adept at building and nurturing relationships and trust
• Positive attitude, results-oriented, and a self-starter
• High level of responsiveness and thorough follow-through
• Must be available to travel to client locations throughout New Jersey and New York