About The Position

The Senior Account Manager is the primary service contact for an assigned book of business and develops strong working relationships with clients and carriers. The role supports client launches, ongoing service, marketing efforts, benefit communications, and proposal development.

Requirements

  • Bachelor's degree in a business-related field or equivalent experience in the insurance industry.
  • At least 3 years of experience in the insurance industry, specifically in employee benefits.
  • Professional, tactful negotiation and persuasion skills to achieve objectives.
  • Advanced working knowledge of Microsoft Word, Excel, Outlook, PowerPoint, and Access, or similar software applications.
  • Presentation skills, including preparation and execution.
  • Strong project management and organizational skills.
  • Excellent customer service skills and the ability to develop sound relationships with multiple clients.
  • Ability to interact effectively with vendors.
  • Good working knowledge of financial arrangements and products available to clients.

Responsibilities

  • Implement new client launches, including carrier involvement, communications campaigns, employee correspondence, project timelines, client-specific program communications, and information exchange such as file transfers and enrollment systems.
  • Deliver routine client service, including developing and executing service schedules, participation reporting when relevant, coordinating questions and initiatives with clients and carriers, and conducting surveys.
  • Meet with clients independently or alongside an Account Executive or Unit Leader according to standardized client meeting schedules.
  • Conduct marketing efforts as assigned by the unit.
  • Review agreements and documents, including employee booklets and carrier contracts.
  • Explain new benefit offerings and communication strategies to existing clients.
  • Develop proposals for prospective clients.
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