Account Manager - Hybrid (Tampa, FL)
Core
Manage assigned book of business for employer health and benefits clients, serving as the main point of contact for service needs and renewals.
Role type
Account Manager (Health & Benefits)
Builds
Client service deliverables and retention for employer health insurance portfolios
Domain
Health insurance and employee benefits
Deliverable
client delivery
Required skills
Account management, consultative sales, benefits strategy, client relationship management, renewal process management, needs analysis, enrollment management, regulatory compliance (5500 forms), cost reduction advisory
Preferred skills
Quoting process knowledge, database applications, cross-selling strategies
Technologies
Microsoft Office, quoting tools
Responsibilities
Manage and maintain assigned book of business, serve as primary client contact for benefit-related issues, delegate work to internal service teams, manage renewal processes, 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 communication, educate clients on industry trends, provide leadership to extended service teams
Seniority
Mid-level, hands-on IC