Benefits Account Manager
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About The Position
The Account Manager II is responsible for working with Advisors and Account Executives to service client accounts. The position requires day to day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager II will assist in managing the renewal and marketing process, and prepare employer paperwork, group materials for presentations and communications. At this level, an Account Manager may lead open enrollment presentations and may take an active role in client meetings. Account Managers, answer level I day to day service questions and issues and escalate as needed to the Account Executive. Account managers assist in preparing stewardship and other administrative task as needed. Work is completed with a significant amount of independent discretion. While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients.
