Employee Benefits Account Manager
Core
Retain and grow business by servicing and managing client and prospective client relationships to deliver exceptional customer service and drive new opportunities.
Role type
Senior Account Manager (Employee Benefits)
Builds
Health and life insurance solutions, customized service plans, and strategic business plans for clients.
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Account management, sales, networking, strategic business planning, compliance documentation, client education, issue resolution, proposal development, team training support
Preferred skills
Professional designations in insurance specialties
Technologies
Microsoft Office (Word, Excel, PowerPoint, Publisher), agency management systems
Responsibilities
Manage and retain existing book of business; plan and direct renewal processes for health and life coverages; educate clients on benefits legislation and new products; resolve escalated employee enrollment and claims concerns; prepare stewardship reports and new business strategies; support sales initiatives and onboarding.
Seniority
Senior, hands-on IC