Account Manager
Core
Managing assigned book of business for employer clients, ensuring service deliverables meet expectations, and advising on health and ancillary benefit solutions.
Role type
Account Manager (Benefits Administration)
Builds
Client service delivery and retention for employer health benefits
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Account management, consultative selling, benefits strategy, client advisory, needs analysis, renewal process management, 5500 form filing, cost reduction analysis, cross-selling
Preferred skills
Database applications, quoting process tools
Technologies
Microsoft Office
Responsibilities
Manage and maintain assigned book of business, serve as main point of contact for clients, delegate work to internal service team, manage renewal process, conduct needs analysis and strategy calls, conduct enrollment meetings, advise clients on cost reduction and competitive options, assist with 5500 form filings, grow book of business through cross-sale opportunities, build client relationships through proactive communications, educate clients on industry trends, manage complex accounts, provide leadership within extended service team
Seniority
Mid-level, hands-on IC