Account Manager
Core
Independently manages assigned client service deliverables and contributes to client strategy through analysis, recommendations, and execution tied to Account Executives' book of business.
Role type
Account Manager (Group Insurance)
Builds
Client service deliverables, strategy execution, and insurance plan recommendations
Domain
Insurance / Group Benefits
Deliverable
client delivery
Required skills
Group insurance expertise, contract and plan design analysis, claim audit participation, RFP/RFI preparation, stakeholder relationship management, data interpretation, independent judgment, Microsoft Office proficiency
Preferred skills
Salesforce experience
Technologies
Microsoft Office, Salesforce
Responsibilities
Prepare Requests for Proposal (RFP) and Requests for Information (RFI); Oversee maintenance of client database and plan designs; Perform certificate and contract reviews; Participate in client claim audits; Identify and resolve client issues; Act as a point of reference for clients regarding insurance plans; Marshal resources to resolve complex issues; Attend client meetings as needed
Seniority
Mid-level, hands-on IC