Account Manager

Responsibilities

• Manage and maintain assigned book of business
• Serve in an advisory capacity for clients
• Delegate work assignments to internal service team members
• Work closely with Benefits Consultants and/or Client Executives to manage the entire renewal process
• Manage day‑to‑day client issues
• Conduct needs analysis and strategy calls
• Conduct enrollment meetings as needed
• Conduct regular face‑to‑face meetings with clients
• Advise clients in reducing costs while offering competitive benefits options
• Assist clients with 5500 form filings, as applicable
• Assist in growing the book of business through cross‑sale opportunities when available
• Build relationships with clients through proactive communications
• Communicate and educate clients on latest trends, concerns and changes in the industry
• Effectively and efficiently manage complex accounts and high‑level service deliverables
• Provide leadership within the extended service team

• 3+ years’ experience in account management or in a consultative role
• Prior experience in broker agency or benefit administration firm
• Current Life and Health license
• Thorough knowledge of health and ancillary products
• Working knowledge of all Microsoft Office products
• Familiarity and practical knowledge of quoting process and tools
• Bachelor’s Degree preferred
• Experience with database applications a plus