Account Manager - Remote (PST)
Core
Managing assigned book of business and owning overall client relationship and benefits strategy for health, pharmacy, disability, vision, and dental insurance solutions.
Role type
Account Manager
Builds
Client relationships and service deliverables for employers and their employees
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Account management, advisory capacity, delegation, renewal process management, needs analysis, enrollment management, compliance management, cost reduction strategy, cross-selling, strategic client communication
Preferred skills
Quoting process knowledge, database applications experience
Technologies
Microsoft Office, quoting tools
Responsibilities
Manage and maintain assigned book of business, serve as main point of contact for benefit-related service needs, lead renewal process and benefits strategy, manage day-to-day client issues, conduct needs analysis and strategy calls, conduct enrollment meetings, advise clients on cost reduction and competitive benefits options, own compliance-related items including 5500 form filings, assist in growing book of business through cross-sale opportunities, build relationships through proactive communications, educate clients on industry trends, manage complex accounts and high-level service deliverables, provide leadership within extended service team
Seniority
Mid-level, hands-on IC