Account Manager - Remote (PST)
Core
Manage assigned book of business, serve as main point of contact for benefit-related service needs, and lead renewal processes and benefits strategy for employers.
Role type
Senior Account Manager (Health & Benefits)
Builds
Client relationships and retention for health, pharmacy, disability, vision, and dental insurance solutions
Domain
Health insurance and employee benefits
Deliverable
client delivery
Required skills
Account management, consultative selling, benefits strategy, compliance management, needs analysis, enrollment management, cost reduction advisory, regulatory filings (5500 forms), cross-selling
Preferred skills
Quoting process knowledge, database applications, Bachelor's Degree
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, lead the renewal process and benefits strategy, manage day-to-day client issues, conduct needs analysis and strategy calls, conduct enrollment meetings, conduct regular face-to-face meetings with clients, advise clients in reducing costs while offering competitive benefits options, own compliance-related items and obligations for assigned clients, assist in growing the book of business through cross-sale opportunities, build relationships with clients through proactive communications, communicate and educate clients on latest trends, concerns and changes in the industry, effectively and efficiently manage complex accounts and high-level service deliverables, provide leadership within the extended service team
Seniority
Senior, hands-on IC