Account Manager
Listed on 2026-10-17
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Management
Client Relationship Management, Account Manager
The Account Manager is responsible for managing and directing the front-line relationship with clients, including, but not limited to, key decision-makers – HR leadership, Brokers, and C-level- partners, and internal staff delivering the total health benefits administration solution. They are responsible for managing the relationship, performing analysis and assessment of the benefit plan, recommending strategies, assuring superior service levels and plan effectiveness, the overall retention of the business, and upsell FBG products – where appropriate.
Qualifications
Account Manager
The Account Manager is responsible for managing and directing the front-line relationship with clients, including, but not limited to, key decision-makers – HR leadership, Brokers, and C-level- partners, and internal staff delivering the total health benefits administration solution. They are responsible for managing the relationship, performing analysis and assessment of the benefit plan, recommending strategies, assuring superior service levels and plan effectiveness, the overall retention of the business, and upsell FBG products – where appropriate.
How will you demonstrate our values and positively impact our business?
DELIVER SERVICE- Develop, nurture, and sustain professional relationships with internal and external business partners by communicating well.
- As their primary Point of Contact, demonstrate mature abilities to prioritize duties to their specific need so that trust is earned as a result of our services and processes.
- Acting as daily contact with the broker and client.
- Take pride in our work as we deliver service that is customized to our client's needs.
- Contribute to the renewal process technically, analytically, and creatively by initiating and collaborating with service departments throughout the renewal process.
- Generate and utilize system reports to review, analyze, reconcile and share data internally and with our client regarding all aspects of enrollments, terms, and plan changes.
- Provides direction to internal departments regarding process changes, plan changes, billing, etc.
- Participate/support new business as an agent providing a quality service experience
- Partner with Sales, Implementation, Marketing, Business Innovation, Billing, Product, and Claims in presentations, processes, submissions, projects, reconciliations, and quality assurance.
- Upsell and cross sell productes and opportunities that expand FBG services in the clients portfolio
- Facilitate customer-centered meetings with internal teams regularly to assess and keep abreast of any escalating service, billing, product, or claim issues.
- Execute effective and timely resolutions demonstrating an ability to manage all facets of the problem/situation while advocating for the interest of the client.
- Keep the client informed of pertinent changes, billing or enrollment issues, compliance information, etc.
- Know your clients, products, and process so well that you can anticipate their needs as an Account Manager, provide direction, and execute solutions.
- Stay up date on legislation and compliance related to those markets we serve
- Demonstrate an expert level of knowledge by clearly articulating various products, policies, and procedures in verbal and written communication.
- Understand and effectively develop benefit packages that meet the needs of the client and fringe budgets.
- Own the service experience of our client at the Account Management level by working with the internal teams and partners as required to ensure issues are resolved promptly and accurately, meeting the customer's expectations
- Responds to escalated issues and communicates resolution well.
- Highly…
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