Senior Account Manager - AZ- On Site
About The Position
The Senior Account Manager oversees assigned Account Managers and clients and works with sales and support teams to implement new and renewing accounts while ensuring a high level of service. The role manages client relationships, including relationships with high-level key employees, and requires strong knowledge of group benefits, problem resolution, negotiation, professionalism, and the ability to travel for client meetings. The Senior Account Manager leads account implementation and renewals, coordinates benefit marketing and negotiations, ensures timely completion of enrollment and compliance-related work, and supports customer retention and satisfaction. The role also mentors Account Managers and maintains clear, professional communication with clients and employees.
Requirements
- Health and Life Insurance License is mandatory.
- Knowledge of employee benefits, compliance, and payroll.
- Intermediate or higher proficiency with Microsoft Office and Adobe.
- Professional written and verbal communication and interpersonal skills.
- Strong organizational skills and ability to multitask, prioritize, and meet deadlines.
- Ability to work independently and as part of a team.
- Integrity, credibility, and discretion in presentations and communications with staff, clients, and leadership.
- Ability to read, analyze, and interpret client materials, technical procedures, insurance regulations, and governmental regulations.
- Ability to respond effectively to sensitive inquiries and complaints.
- Ability to define problems, collect data, establish facts, and draw valid conclusions.
- Ability to travel for client meetings.
Nice To Haves
- Two to five years of experience, or an equivalent combination of experience, skills, and education.
- Bachelor's degree.
Responsibilities
- Manage assigned Account Managers on a daily basis.
- Mentor and train Account Managers.
- Coordinate and conduct implementation for new and renewing clients.
- Coordinate strategy meetings and document collection with the Business Consultant.
- Market, analyze, and negotiate benefits and rates for all coverages.
- Request renewals from carriers.
- Conduct pre-renewal and renewal meetings in person or via Zoom.
- Negotiate renewals with carriers and quote the open market when necessary.
- Deliver final renewals to clients and finalize benefit selections.
- Obtain applications and monitor benefit administration portals.
- Ensure submissions are completed at least 15 days before the effective date.
- Perform first-bill audits and meet with clients to discuss open enrollment outcomes.
- Build relationships with key contacts to support customer retention and satisfaction.
- Provide professional, high-quality customer service to employees and clients.
- Respond to requests within 24 hours or provide status updates when resolution takes longer.
- Educate employees and key contacts.
- Ensure clients comply with benefits and contribution requirements.
- Select and file compliance documents.
- Handle COBRA-related responsibilities.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
