PIA Major Account Manager

Paychex•Saint Petersburg, FL

About The Position

A Major Account Manager is paramount in maintaining and expanding relationships with strategically important large accounts. Your duties will include managing a portfolio of client accounts, developing new business opportunities, and ensuring clients receive exemplary service while meeting their insurance needs. Acts as a dedicated account manager, licensed broker, and internal liaison for a portfolio for large client accounts that is based on revenue and/or enrollment. Meets or exceeds set expectations around customer service delivery and client retention goals. Provides client with the most consultative and thorough service experience including onboarding, proactive consultative / relationship activities, and renewal to ensure plan design meets the client's cost and benefit objectives.

Requirements

3 years of experience in Health benefits insurance product knowledge to advise clients accurately and tailor fit to their needs.
Relevant Insurance License This role requires Life, Accident and Health license in resident state and eligible to acquire applicable insurance licenses in all 50 states, which may involve an enhanced background check. Additional license(s) must be obtained within 90 calendar days of your official start date. Failure to obtain the required license(s) within 90 days of your start date and to maintain eligibility throughout the duration of your employment may result in corrective action, up to and including termination of employment. If an individual is hired by PIA with an active and current license(s), that employee will be responsible for the timely updating and/or verifying of any changes that may have occurred with their state license(s) prior to their start date at PIA. This includes any state of residence changes, e-mail changes, mailing address changes or name changes.

Nice To Haves

Bachelor's Degree

Responsibilities

Proactively understand client benefit offerings and make recommendations through creative plan designs and carrier negotiations to help clients make informed decisions on their benefit decisions. services, and to assess clients’ current needs.
Using telephone conversations to drive client growth through increased employee participation and enhancing benefits package with additional lines of coverage during renewal. Ensuring each client has the best products that lower their risk to loss and is provided a high-level quality of customer service to compliment those products.
Responsible for meeting specific client retention goals for assigned book of business in support of Agency financial goals, and meeting service level goals including response time and quality standards. Using Salesforce, review client portfolio, identify potential risk(s), and develop and execute action plans to retain clients.
Works as a liaison between policyholder (Client) and Insurance Carrier/GA and internal partners to ensure the highest level of customer service is provided. Including urgent enrollment requests/discrepancies. Responsible for meeting specific client retention goals for assigned book of business in support of Agency financial goals and service level goals, including response time and quality standards
Holding virtual or onsite open enrollment meetings to increase employee participation and drive revenue growth.
Educating clients on how to use and gain benefits from BenAdmin and insurance product(s). Educating client employees during annual enrollment on how to use and gain benefits from BenAdmin and insurance products.
Maintain strong relationships with sales and implementation partners to transition clients from sales to service effectively. Also mentor high potential and newly hired Account Managers.
Maintain state-specific knowledge of the insurance industry and ACA compliance using internal and external knowledge resources. Including annual mandatory CE credits.