Senior Account Manager - Hybrid (Dallas, TX)
Core
Manage assigned book of business for employer clients, ensuring service deliverables meet expectations and advising on cost reduction and benefit options.
Role type
Senior Account Manager (Health & Benefits)
Builds
Client retention and growth through service management and cross-sale opportunities
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Account management, consultative selling, benefits strategy, renewal process management, needs analysis, enrollment management, 5500 form filings, team delegation, strategic client communication
Preferred skills
Quoting process knowledge, database applications, Bachelor's Degree
Technologies
Microsoft Office, quoting tools
Responsibilities
Manage and maintain assigned book of business, serve as main point of contact for benefit-related service needs, delegate work to internal service team, manage renewal process with Benefits Consultants, conduct needs analysis and strategy calls, conduct enrollment meetings, advise clients on cost reduction and competitive benefits, assist with 5500 form filings, grow book of business via cross-sale, build client relationships through proactive communication, educate clients on industry trends, manage complex accounts and high-level service deliverables, provide leadership within extended service team
Seniority
Senior, hands-on IC