Account Manager

Job Number : 47658

Account Manager

Job Description :

Our client, a national benefits brokerage firm with locations in the Carolinas, is looking for an Account Manager! The Person in this role will be responsible for responding to client day-to-day needs, handling escalations, and creating solutions to meet and exceed client expectations.

Account Managers partner with a cross-section of internal teammates and external vendor partners to meet client deliverables.

Responsibilities :

Works as a part of a team to effectively retain a book of business.

Builds excellent client and vendor partner relationships.

Assesses the nature of a problem and works toward a quick resolution.

Effectively communicates with all members of the client team, keeping them informed of key developments, delays, and client requests.

Communicates clear timelines for clients open enrollment and renewal implementation.

Knowledgeable about, and stays current on, employee communication, well-being, and benefits administration best practices, vendors, tools, and solutions.

Update internal system of record to document client work, meetings, project status, client-related documents, and other client details.

Educates clients employees on employee benefits, wellbeing programs, and how to enroll.

Effectively project manages open enrollment, new hire orientations, wellbeing programs, communications, and benefit administration needs.

Guides and directs the work of the Communications team for development of client deliverables including booklets, brochures, flyers, postcards, benefits-at-a-glance, custom animated videos, and more.

Conducts working sessions with clients to gather, understand, and analyze business requirements, including future client benefit plans, enrollment processes, necessary eligibility and integration needs with other vendors and carriers.

Provides clients with visibility of employer compliance requirements and timelines.

Effectively project manages implementation of new policies.

Ensures employer and employee policy applications and amendments are completed timely and accurately.

Ensures that contracts that are issued comply with sold policies.

Travels independently as needed to meet with clients and host employee group meetings.

Point of escalation for plan implementation, open enrollment, and other client related issues.

Completes other duties as assigned.

Attends training opportunities, reads and shares industry knowledge, regularly participates in coursework to either earn or maintain professional designations.

Uses tools and systems (D365, MS Word, Excel, etc.) to enhance the job.

Maintains a positive can-do attitude.

Education Requirements :

At minimum, High school diploma required.

College degree and any other professionally related designations are preferred.

Desired Background / Skills :

Experience with Brainshark preferred.

Proficient in MS Office (Excel, PowerPoint, Outlook).

Broker experience preferred.

Two or more years of experience in health & welfare benefits preferred.

An earned Individual Producers License in Health and Life Insurances or obtain within 90 days of employment.

Qualifications :

Works independently, with little day to day direct supervision.

Expert relationship skills. Builds trust and rapport with clients, teammates, and vendors.

Excellent communication skills, able to interact effectively with people of all levels of responsibility and authority.

Adept at public speaking and making group presentations.

Highly organized.

Manages multiple projects and deadlines effectively.

Works effectively in a fast paced environment.

High level of resiliency.

Skillful at proactively identifying potential issues and developing solutions.

This position involves light lifting and transporting of boxes that may weigh up to 25 pounds each.

This position will require getting to and from client locations and physical office. For that, reliable transportation and punctuality is required.

Other Information :

Greene Resources is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.