Account Manager
Core
Provide client-focused account support and relationship management for external clients and internal consultants, managing assigned business blocks and driving retention.
Role type
Account Manager (Group Benefits)
Builds
Client retention and up-selling within assigned business blocks
Domain
Group benefits, insurance administration, and human resource solutions
Deliverable
client delivery
Required skills
client relationship management, business block management, strategic problem-solving, industry knowledge of group benefits and funding, multi-channel technology proficiency, plan documentation compliance, service standard definition
Preferred skills
industry conference participation, plan member education, carrier transition support, benchmarking report preparation
Technologies
multi-channel technology platforms
Responsibilities
Manage and retain an assigned business block; liaise between clients and carriers for claims and benefits issues; conduct in-person client service meetings and plan member education; prepare renewal reports and ensure plan documentation compliance; define service standards and manage account lifecycle
Seniority
Mid-level, client-facing IC