Proview Account Manager (113) Irvine, California

Salary: USD60000 - USD70000 per year

Precept’s founder and CEO, Wade Olson, established Precept in 1987 as a brokerage firm dedicated to sourcing and delivering health and welfare benefits to employers.

Over the course of 26 years, Precept has listened to the needs of its clients and has responded by adding the services required to meet them. This evolution has resulted in a comprehensive benefits consulting and administration outsourcing firm, serving 250 corporate clients with benefits consulting, procurement, administration outsourcing, health management, retirement and online enrollment services.

The result of Precept’s growth is an organization that is bringing Fortune 100 strategies to middle market companies to control costs, reduce administrative burden, and improve employee attraction and retention.

When you join Precept, you'll not only work with a team of dedicated and highly talented individuals, you'll become a member of a fast-growing company. We pride ourselves on providing a unique and stimulating work environment and are serious about our commitment to every staff member. We employ high-quality and energetic individuals who inspire, encourage and challenge each other every day. It is through this standard that we are able to recruit and retain the best and the brightest people in our industry. We commend our employees for our continued success.


Position Summary

The responsibility of a  ProView Account Manager, is to build and maintain excellent relationships with client benefit practitioners, decision makers and internal Service teams, coordinate the delivery of all ProView products and services to the client, manage the administrative services implementation process and client service delivery, meet all service standards required for managing client relationships, including renewal timing standards, and assisting with prospect activities.


Essential Functions

  • Develop and maintain effective and productive relationship with clients, prospects, vendors and co-workers
  • Maintain positive, productive, trusting relationships with internal co-workers and within cross-functional teams
  • Develop, manage and maintain effective and productive business relationships with multiple clients (within an assigned book of business), prospects and vendors
  • Manage and maintain client retention within an assigned book of business
  • Manage Administration Services Implementations
  • Confirm the scope of services to be delivered, gaining client agreement and signed contract(s) for those services
  • Set and manage the implementation plan across all ProView services and internal support departments
  • Gain client agreement on timelines, expectations for data transmissions, exception handling, roles and responsibilities, etc.
  • Communicate and coordinate client requirements within all ProView departments
  • Manage Client Service Delivery 
  • Manage employer-level services as it relates to all ProView services
  • Manage escalated client issues across administrative departments, working with department managers for solutions in a timely manner
  • Work with the ProView Department Manager and Precept Service Team to collaborate on overall strategy and service delivery
  • Provide feedback to ProView department Managers regarding employee performance
  • Conduct pro-active client meetings on a quarterly basis, either onsite and/or offsite, as best suits the client’s needs
  • Advise the Case Manager and Precept Account Manager(s) of carrier plan issues or challenges, while offering and facilitating solutions
  • Participate in open enrollment planning meetings with Service Team and client, understanding the overall communication strategy for the client, transitioning this strategy within ProView Departments
  • Accurately prepare monthly client status reports across all services and deliver to clients
  • Create deadlines for the services being delivered
  • Consistently follow-up with all team members involved in fulfilling each deadline/deliverable
  • Delegate responsibilities accordingly for timelines and follow-up with team members involved in meeting deadlines/deliverables
  • Manage timelines and monitor completion of activities listed within specified deadlines/deliverables
  • Assist with Prospect Activities
  • Present ProView services and value proposition to prospects, as requested
  • Perform scoping of services in proposal process, working with Director, ProView on pricing
  • Support Precept Case Managers and sales team in cross-selling ProView services
  • Support RFP process for ProView services, as requested
  • Ability to travel to client locations throughout the United States and travel hours at a time both in cars and by other modes of transportation
  • Ability to both stand and sit for prolonged periods of time
  • Able to carry materials weighing 30 lbs
  • Other duties and projects as assigned


  • Excellent written and oral communication, interpersonal and relational skills, with the ability to quickly develop relationships of trust and confidence with a variety of people and personalities, at all levels within an organization
  • Demonstrated ability to deliver consistent positive results through influencing, coordinating and managing the efforts of others
  • Self-motivated with the ability to effectively multi-task and work collaboratively in a fast-paced, team environment
  • Must have the ability to present complex issues/data with a high level of clarity and impact
  • Ability to evaluate, diagnose potential service problems and identify opportunities for Company products, services and/or solutions, communicating solutions to complex challenges to clients in a manner that can be easily understood and assessed by decision makers
  • Strong active listening skills with the ability to ask thoughtful and probing questions to determine client needs
  • Ability to make clear, logical decisions based on facts, taking into consideration the big picture, long and short term effects, and exercising sound judgment when handling complaints, confidential and sensitive issues
  • Advanced skills in Microsoft Word, Excel, Access and PowerPoint, with working knowledge of Publisher and MS Project

Experience and Education

  • Bachelors degree strongly preferred, or combination of applicable experience and education
  • Minimum six (6) years experience working in the employee benefits industry with relevant experience in client management, corporate benefit administration and/or insurance brokerage
  • Active Life Agent License is required or must be obtained within three (3) months from hire date
  • HIPAA Certificate must be obtained within one (1) week of hire date
  • Demonstrated working knowledge of health and welfare plans, including medical, dental, vision, STD, and LTD insurance with demonstrated ability to explain, apply and understand of analysis techniques, benefit plan design and employee benefit laws
  • Working knowledge of the administrative processes and procedures used by Human Resources departments to administer benefit programs, including benefit and payroll administrative practices
  • Demonstrated experience working with online benefit enrollment tools and knowledge of administrative processes
  • Demonstrated understanding of insurance carrier administrative processes and procedures, with experience serving as an advocate for clients and/or employees in resolving administration and claims-related issues

Precept is an Equal Opportunity Employer