Senior Account Manager

Job Category : Client Strategy and Underwriting

Requisition Number : SENIO
001310

• Posted :
  July 31, 2026
• Full-Time
• Hybrid

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The Senior Account Manager is responsible for managing a defined portfolio of approximately fifty large group transactional employer accounts while partnering closely with an Account Executive or Senior Account Executive to support a broader, more complex book of business. This role plays a critical part in delivering strong execution across renewals, service coordination, and client support, directly contributing to client satisfaction, retention, and operational balance within the Client Strategy Team.

Position Requirements:

Education, Licensure, and

Experience:

• Graduate from an accredited college or university with a Bachelor’s degree in business, health administration, finance, or a related field, or an equivalent combination of relevant education and experience is required.
• 5+ years of experience in employee benefits, insurance, or account management.
• Active Colorado Producer License required, or ability to obtain and maintain licensure within 6 months as a condition of employment.
• A valid driver’s license, clean driving record, and Colorado-compliant vehicle insurance are required.
• Demonstrated experience supporting group renewals and managing ongoing client relationships.

Skills and Abilities:

• Deep knowledge of the employee benefits landscape, including dental and ancillary products, with the ability to apply that knowledge to renewal execution and client decision‑making.
• Strong analytical skills with the ability to interpret underwriting results, utilization data, and service metrics and translate findings into clear, actionable insights for internal partners, clients, and brokers.
• Highly effective written and verbal communication skills, with the ability to influence, collaborate, and build credibility with clients, brokers, consultants, and cross‑functional internal teams.
• Demonstrated ability to manage complex workloads, including both owned and shared account responsibilities, while maintaining strong organization, prioritization, and attention to detail.
• Advanced problem‑solving and service recovery skills, including experience managing escalations, assessing risk, and driving resolution through effective internal coordination and sound judgment.
• Strong proficiency in customer service, including the ability to effectively address client needs, resolve issues, and provide a positive and supportive experience.
• Independent problem solving, critical thinking, research and analytical skills; able to interpret data/reports and effectively communicate impacts to Account Managers and clients.
• Solid organizational, facilitation and time management skills; proactive and outcome oriented.
• High level of integrity and discretion in handling confidential information.
• Strong problem‑solving skills and the ability to adapt to changing priorities.
• Ability to work independently and collaboratively in a team environment.
• Strong proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint) and the ability to quickly learn and effectively utilize internal systems, tools, and reporting platforms.

Essential Functions

• Own and manage a defined portfolio of approximately fifty large group transactional employer accounts, ensuring consistent execution, accuracy, and service quality.
• Serve as the primary account lead for assigned accounts, including end‑to‑end coordination of renewals and ongoing service delivery.
• Partner closely with an Account Executive or Senior Account Executive to support larger, more complex client relationships and ensure alignment across shared accounts.
• Prepare, analyze, and deliver renewal and stewardship materials that translate financial, utilization, and service data into clear, actionable insights for clients, brokers, and internal stakeholders.
• Coordinate cross‑functional internal teams to ensure timely implementation of plan changes, accurate issue resolution, and a consistent client experience.
• Monitor service performance, utilization trends, and renewal activity to identify potential risks, proactively address issues, and escalating…