Account Manager

Responsibilities

• Maintain and grow assigned block of broker clients to maximize client satisfaction and strengthen personal and professional relationships.
• Provide prompt, efficient, high-quality service to our broker partners and clients.
• Must understand products to ensure the correct setup in the Benefit Administration systems and be able to assist with answering product questions.
• Develop, maintain, and maximize relationships with our broker partners, their clients, and our carrier partners.
• Serve as a technical resource and guide on ancillary lines of coverage for brokers, clients, and sales reps.
• Onsite meetings with brokers, their clients, and our carrier partners.
• Coordinate and conduct weekly book of business calls for your assigned Sales Representative and team.
• Facilitate new and renewal process to ensure Benefit Administration systems are set up for open enrollment and timelines are communicated to our broker partners.
• Manage all carrier and platform transitions.
• Assist with setting up Call Center for new and renewal cases.
• Manage connections and integrations as needed for all TPA and Hybrid groups.
• Train new group administrators on chosen Benefit Administration system during the implementation or renewal process.

• At least one year of professional work experience preferred.
• Experience with Benefit Administration Systems preferred.
• Must be able to work in a fast-paced environment.
• Self-motivated and goal oriented.
• The ideal candidate will be comfortable with all methods of communication: in person, phone, and email.
• The candidate should have a sense of urgency and take pride in their work.
• Must be comfortable in a team environment.
• Must solve complex issues and articulate resolution to broker and client clearly and concisely.
• Strong organizational, time management and follow-through skills.
• Highly proficient in the basics of Microsoft Excel, Word, and Outlook.
• Desire to continually learn new products, services, and processes.

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.