CareerPlan

Employee Benefits Senior Account Manager - Hybrid (Phoenix, AZ)

Phoenix, AZFull-time2026-07-01 → 2026-11-11

Core

Senior Account Manager responsible for day-to-day management of an assigned book of business, serving as the main point of contact for benefit-related service needs and ensuring client expectations are met.

Role type

Senior Account Manager (Employee Benefits)

Builds

Client retention and service delivery for health, pharmacy, disability, vision, and dental insurance solutions

Domain

Employee Benefits / Health Insurance

Deliverable

client delivery

Required skills

Strategic client management, consultative selling, benefits strategy execution, cost reduction advisory, relationship building, compliance management, complex account management, renewal and marketing process management, enrollment management, cross-selling, industry trend education, team leadership

Preferred skills

Bachelor's Degree

Technologies

Microsoft Office products, quoting process and tools

Responsibilities

Manage and maintain assigned book of business, provide stewardship of client deliverables, advise clients on cost reduction and competitive options, conduct face-to-face meetings for needs analysis and strategy, manage renewal and marketing processes, conduct enrollment meetings, assist with compliance tasks, manage day-to-day client issues, grow book of business through cross-selling, provide leadership within the service team

Seniority

Senior, hands-on IC