Account Manager - Remote
About The Position
The Account Manager manages the day-to-day operations of an assigned book of business and serves as clients’ primary contact for benefit-related service needs. Working collaboratively with the internal service team, Benefits Consultants, and/or Client Executives, the Account Manager ensures service deliverables meet or exceed client expectations. The role provides advisory support to clients, manages client issues and renewal processes, and helps clients evaluate competitive benefits options and reduce costs. The Account Manager also supports the growth of the book of business through cross-sale opportunities and provides leadership within the extended service team.
Requirements
- Must be self-motivated and disciplined.
- Excellent written and verbal communication skills.
- Strong organizational skills.
- Must be very detail-oriented.
- Demonstrated leadership capabilities.
- Ability to work with clients at a strategic level.
- Ability to thrive in a fast-paced environment.
- At least 3 years of experience in account management or a consultative role.
- Prior experience at a broker agency or benefit administration firm.
- Current Life and Health license.
- Thorough knowledge of health and ancillary products.
- Working knowledge of Microsoft Office products.
Nice To Haves
- Familiarity with and practical knowledge of the quoting process and tools.
- Bachelor’s degree.
- Experience with database applications.
Responsibilities
- Manage and maintain an assigned book of business.
- Serve in an advisory capacity for clients.
- Delegate work assignments to internal service team members.
- Work 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 on reducing costs while offering competitive benefits options.
- Assist clients with 5500 form filings, as applicable.
- Help grow the book of business through cross-sale opportunities when available.
- Build client relationships through proactive communications.
- Communicate and educate clients about industry trends, concerns, and changes.
- Manage complex accounts and high-level service deliverables effectively and efficiently.
- Provide leadership within the extended service team.
Benefits
- Health benefits
- Wellbeing benefits
- Retirement benefits
- Other financial benefits
- Paid time off
- Overtime pay for non-exempt employees
- Learning and development programs
- Reimbursement of job-related expenses per company policy
- Employee perks and discounts
- Variable compensation, commission, and/or annual bonus for eligible roles
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
