Base $150K to $165K plus bonus
The Senior Account Manager is responsible for day-to-day management and retention of assigned larger client accounts. The Senior Account Manager works closely with the Account Team, Benefits Consultants and/or Client Executives to ensure service deliverables meet and exceed client expectations. The Senior Account Manager serves as the clients’ main point of contact for any benefit-related service needs and is responsible for an optimal client experience. They will also effectively communicate the company’s value proposition and latest industry trends.
Responsibilities:
- Delegation and Oversight – manages and prioritizes day to day client issues. Assigns work assignments to other Client Experience Team members (i.e., Client Analyst, Market Analyst, Wellbeing Strategy Consultant, Senior Benefits Consultant, Director of Compliance and Innovation, etc.)
- Strategic Planning Process – directs the Client Experience Team members in the “client discovery planning” process and the “client discovery session” process with the clients to grow the account and strengthen the client relationships for each assigned client. Ensures close adherence to the Strategic Planning Process Logic Flow across the other Client Experience Team members.
- Pre-Renewal Process – takes ownership of the Pre-Renewal Process while working closely with Benefits Consultants and/or Client Executives. Ensures close adherence to the Pre-Renewal Process Logic Flow across other Client Experience Team members.
- Implementation Process – coordinates and conducts open enrollment meetings based upon needs and complexities of client and ties in other Client Experience Team members as needed. Coordinates regular face-to- face meetings with clients. Ensures close adherence to the Implementation Process Logic Flow across the other Client Experience Team members.
- Post Renewal Process – ensures close adherence to this Logic Flow with the Client Analyst and/or Client Experience Specialist.
- Carrier Events – attends carrier events to remain up to date and knowledgeable of carrier plans and changes
- Annual Calendar Process – ensures close adherence to this Logic Flow across the other Client Experience Team members.
- New Client Experience/Onboarding Process – ensures close adherence to this Logic Flow across the other Client Experience & Sales Team members.
- CRM Management Process – ensures close adherence to this Logic Flow across the other Client Experience Team members.
- Relationship Management – builds/maintains positive client dependent relationships with clients using proven Relationship Management skills.
- Form 5500/Compliance Process – provides direction to the Account Team to assist clients with 5500 form filings and overall compliance requirements.
Requirements:
- Must be self-motivated and disciplined
- Ability to thrive in fast-paced environment
- Possess excellent written and verbal communication, interpersonal, and negotiation skills
- Possess strong organizational skills
- Must be detail-oriented
- Demonstrate leadership capabilities
- Ability to work with clients at a strategic level
- Thorough knowledge of health and ancillary products
- Prior experience in broker agency or benefit administration firm
- 3+ years’ experience in account management or in a consultative role
- Experience with database applications
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 quoting process and tools, required
