Account Manager
Core
Manage assigned book of business for employer clients, serving as the main point of contact for benefit-related service needs and acting as an advisor.
Role type
Account Manager (Benefits Administration)
Builds
Service deliverables for employer clients including health, pharmacy, and disability insurance solutions
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Account management, advisory capacity, delegation, renewal process management, needs analysis, enrollment management, cost reduction strategy, 5500 form filings, cross-selling, client 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; Delegate work assignments to internal service team members; Manage the entire renewal process with Benefits Consultants; Conduct needs analysis and strategy calls; Conduct enrollment meetings; Advise clients in reducing costs while offering competitive benefits options; Assist clients with 5500 form filings; Assist in growing the book of business through cross-sale opportunities; Provide leadership within the extended service team
Seniority
Mid-level, hands-on IC