Account Manager

Base Pay: $55,000.00 - $65,000.00 / Year

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Account Manager – This position provides basic to broad level product expertise in support of the Employee Benefits Sales Consultants and Account Executives efforts to establish and build profitable client relationships. The position will provide client services and technical support to clients and other team members as required. Requires presentation skills and travel as necessary (within eight counties of WNY) to meet client needs.

The Account Manager will advise clients on industry standards, trends of clients and personal experience with carriers.

Agency specific training will be provided.

• Works with Sales and Account Executives to service new, existing, and potential clients.
• Advises and counsels clients on employee benefit products and services provided by Walsh and on various legislative issues involving Employee Benefits.
• Process all required documentation to add new coverage and/or effect changes, including collection and submission of data to carriers, follow up questions, and review plan documents/employee communications for accuracy.
• Responsible for identifying, researching, analyzing, and resolving any client issues and documenting in client management system appropriately.
• Provides ongoing day-to-day account management.
• Conducts enrollment/education meetings for employees at client locations.
• Develops a working knowledge of all Walsh and carrier technology-based systems.
• Works with Benefits Service Manager and carrier representatives to gain knowledge of all products and services.
• Attends service meetings and product/educational seminars.
• Attends pre-renewal, renewal, and prospective client meetings.
• Oversees client initiatives and projects to ensure timely delivery and desired outcomes.
• Cross trains as needed.
• Adheres to the stated expectations of the E&O Plus Quality Management Program.

As an Account Manager, major responsibilities include but are not limited to:

• Maintain up-to-date information using agency provided tools.
• Perform other miscellaneous duties as assigned by agency management; may handle some moderately complex tasks independently.
• Respond to requests in a timely manner.
• Adhere to client service standards of the division and agency.
• Participate in training and seminar courses.
• Follow guidelines outlined in WD employee manual.
• Monitor legislation that pertains to employee benefits and regularly communicate updates with Benefits Division and clients.

• 3-5 years’ experience in employee benefits/human resources (required).
• Life and Health license (will be required within the first six months).

• Microsoft Office software skills and ability to utilize computer systems and programs and understand functionality.
• Above average communication skills both verbal and in writing.
• Excellent interpersonal and team building skills.
• Strong commitment to high quality service delivery.
• Out of the office approximately 35% of time traveling to client offices generally located within 8 WNY counties.
• Exceptional time management skills.
• Strong presentation skills for groups from 2 to 200+ people.
• Ability to research and learn subject matter regarding employee benefits.
• Life & Health license (will be required within the first six months).

Manager, Group Benefits Operations

Functional report to clients assigned Account Executive and Sales Consultant

$55,000.00 - $65,000.00

(Full-Time);
Exempt if hired at a salary meeting applicable federal and New York State exemptions; otherwise Non-Exempt.

Walsh Duffield complies with the Americans with Disabilities Act. Reasonable accommodations may be made to qualified individuals with disabilities to perform the essential functions of this position.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sit while using hands to use a computer or other technologies, see, talk, and hear, occasionally stand, walk, and reach with hands and arms, and must regularly lift and/or move up to 10 pounds.

The noise level in the work environment is usually light.

Walsh Duffield Cos., Inc. is an equal opportunity employer (EOE) and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.