Senior Account Manager - Hybrid (Dallas, TX)
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
Senior Account Manager (Benefits Administration)
Builds
Service deliverables and client relationships for employer clients
Domain
Health insurance and employee benefits
Deliverable
client delivery
Required skills
Account management, consultative sales, benefits administration, client advisory, needs analysis, renewal process management, 5500 form filings, cross-selling, strategic client communication, team leadership
Preferred skills
Quoting process knowledge, database applications
Technologies
Microsoft Office, quoting tools
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; 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; Build relationships with clients through proactive communications; Communicate and educate clients on industry trends and changes; Effectively manage complex accounts and high-level service deliverables; Provide leadership within the extended service team
Seniority
Senior, hands-on IC