Employee Benefits Account Manager - Hybrid (Englewood, CO)
Core
Manage assigned book of business for employers, serving as the main point of contact for benefit-related service needs including health, pharmacy, disability, vision, and dental insurance.
Role type
Account Manager (Client Services)
Builds
Client service deliverables and retention for employer clients
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Account management, client advisory, team delegation, renewal process management, needs analysis, enrollment management, 5500 form filings, cost reduction strategy, cross-selling, relationship building, industry trend communication, complex account management, team leadership
Preferred skills
Quoting process knowledge, database applications
Technologies
Microsoft Office, quoting tools
Responsibilities
Manage and maintain assigned book of business, serve as clients' main point of contact for benefit-related service needs, delegate work assignments to internal service team members, manage the entire renewal process with Benefits Consultants and Client Executives, manage day-to-day client issues, conduct needs analysis and strategy calls, conduct enrollment meetings, conduct regular face-to-face meetings with clients, advise clients on cost reduction and competitive benefits options, assist with 5500 form filings, grow the 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 the extended service team
Seniority
Mid-level, hands-on IC