Our Newest Opportunity :
The Account Manager is responsible for day to day management of their assigned book of business. The AM works closely and collaboratively with the internal service team, Benefits Consultants and / or Client Executives to ensure service deliverables meet and exceed client expectations.
The AM serves as the clients’ main point of contact for any benefit- related service needs.
Responsibilities include :
- Manages and maintains assigned book of business
- Serves in an advisory capacity for clients;
- Delegates work assignments to internal service team members
- Works closely with Benefits Consultants and / or Client Executives to manage the entire renewal process
- Manages day to day client issues
- Conducts needs analysis and strategy calls
- Conducts enrollment meetings as needed
- Conducts regular face-to-face meetings with clients
- Advises clients in reducing costs while offering competitive benefits options
- Assists clients with 5500 form filings, as applicable
- Assists in growing the book of business through cross-sale opportunities when available
- Builds relationships with clients through proactive communications
- Communicates and educates clients on latest trends, concerns and changes in the industry
- Effectively and efficiently manages complex accounts and high-level service deliverables
- Provides leadership within the extended service team
Requirements Include :
- Must be self-motivated and disciplined
- Possess excellent written and verbal communication skills
- Possess strong organizational skills
- Must be very detail-oriented
- Demonstrate leadership capabilities
- Ability to work with clients at a strategic level
- Ability to thrive in fast-paced environment
Experience :
- 3+ years’ experience in account management or in a consultative role, required
- Prior experience in broker agency or benefit administration firm, required
- Current Life and Health license, required
- Thorough knowledge of health and ancillary products; required
- Working knowledge of all Microsoft Office products; required
- Familiarity and practical knowledge of quoting process and tools; preferred
- Bachelor’s Degree, preferred
- Experience with database applications, a plus.
The typical base pay range for this role nationwide is $80,000 to $100,000 per year.
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