Account Manager - Hybrid (Franklin, TN)
Core
Manage assigned book of business, serve as main point of contact for benefit-related service needs, and ensure service deliverables meet client expectations.
Role type
Account Manager
Builds
Health, pharmacy, disability, vision, and dental insurance solutions for employers
Domain
Health insurance and employee benefits
Deliverable
client delivery
Required skills
Account management, ERISA compliance knowledge, needs analysis, strategic client advising, enrollment management, cost reduction strategies, relationship building, industry trend communication, leadership, self-motivation, detail orientation
Preferred skills
Life and Health license, quoting process knowledge, database applications experience
Technologies
Microsoft Office products
Responsibilities
Manage and maintain assigned book of business, serve in an advisory capacity for clients, 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, conduct regular face-to-face meetings with clients, assist clients with ERISA compliance including Form 5500 and PCORI fees, assist in growing the book of business through cross-sale opportunities, provide leadership within the extended service team
Seniority
Mid-level, hands-on IC