Comp: Up to $130K dependent upon experience
Summary
The Account Manager is responsible for day-to-day management of their assigned book of business. The Account Manager works closely and collaboratively with the Client Experience teams, Benefits Consultants and/or Client Executives to ensure service deliverables meet and exceed client expectations. The Account Manager serves as the clients’ main point of contact for any benefit-related service needs. They will also effectively communicate the company’s value proposition and latest industry trends.
Essential Duties & Responsibilities
- Book of Business – manages and maintains assigned Book of Business and serves in an advisory capacity for clients
- Work Assignments – delegates work assignments to Client Experience team members. Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal process.
- Client Experience – manages day to day client issues; conducts needs analysis and strategy calls; assists clients with 5500 form filings, as applicable
- Client Experience Best Practices – closely adhere to the 7 Client Experience Business Process Logic Flows and ensure the same from other Account Team members.
- Client Education – communicates and educates clients on latest trends, concerns, and changes in the industry. Advises clients in reducing costs while offering competitive benefits options.
- Carrier Events – attends carrier events to remain up to date and knowledgeable of carrier plans and changes
- Client Communication – builds relationships with clients through proactive communications; conducts regular face-to-face meetings with clients
- Cross-Solve – assists in growing the Book of Business through upselling and cross-solving opportunities
- Manage Complex Accounts – effectively and efficiently manages complex accounts and high-level service deliverables
- Leadership – provides leadership within and across the Client Experience & Sales teams.
- Open Enrollment – conducts client open enrollment meetings as needed and assists in client relationship meetings which may include preparation of presentation materials.
Qualifications, Skills & Requirements
- Must be self-motivated and disciplined
- Demonstrate leadership capabilities
- Possess excellent written and verbal communication skills
- Possess strong organizational skills
- Leadership capabilities
- Ability to thrive in fast-paced environment
- Ability to work with clients at a strategic level
- Prior experience in broker agency or benefit administration firm
- Thorough knowledge of health and ancillary products
- Familiarity and practical knowledge of quoting process and tools
Education, Training & Experience
- Bachelor’s Degree, preferred
- 3+ years’ experience in account management or in a consultative role, required
- Current Life and Health license, required
- Every 2 years 24 Hours of Continuing Professional Education credits to maintain license
- Intermediate knowledge of all Microsoft Office products; required
- Experience with database applications, a plus.
