Account Relationship Manager-Cincinnati Office-Hybrid Schedule

MCGOHAN BRABENDER AGENCY INCSharonville, OH
18hHybrid

About The Position

We are seeking a dynamic and results-oriented Account Relationship Manager to join our team. The Account Relationship Manager will play a crucial role in maintaining and enhancing client satisfaction, fostering long-term relationships, and ensuring the successful delivery of our employee benefits services. This position requires a proactive and customer-focused professional with a deep understanding of benefits programs and a passion for client success. This role provides a strong foundation of MB management skills, with clear growth potential toward an Account Manager position.

Requirements

  • Bachelor’s degree in business, Human Resources, or a related field preferred.
  • Minimum of 3 years of experience in employee benefits, account management, or a related role.
  • Industry experience may substitute for formal education.
  • Strong knowledge of employee benefits, insurance products, and industry regulations.
  • Exceptional communication and presentation skills.
  • Detail-oriented with excellent organizational and project management skills.
  • Proficiency in Microsoft Office Suite and CRM software.

Nice To Haves

  • Valid Life and Health license preferred.

Responsibilities

  • Client Relationship Management: Serve as the primary point of contact for assigned clients, understanding their unique needs, and developing strong, trust-based relationships.
  • Conduct regular check-ins and strategic reviews to assess client satisfaction, address concerns, and identify opportunities for service improvement.
  • Benefits Consultation: Collaborate with clients to understand their business objectives and employee benefits goals.
  • Provide expert advice on benefit plan design, compliance, and industry trends to help clients optimize their benefits programs.
  • Renewal Management: Coordinate the renewal process, working closely with internal teams to ensure timely and accurate renewals.
  • Analyze and present renewal options to clients, providing recommendations based on their needs and market conditions.
  • Problem Resolution: Proactively address client issues and concerns, collaborating with internal departments to resolve challenges promptly and effectively.
  • Act as an advocate for clients within the organization, ensuring their voice is heard and their needs are met.
  • Client Education: Conduct open enrollment meetings to educate clients on benefits, as well as other topics, including compliance, wellness initiatives, and industry best practices.
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