Account Manager - Remote (PST)
Core
Manage assigned book of business and own overall client relationship and benefits strategy for health, pharmacy, disability, vision, and dental insurance solutions.
Role type
Senior Account Manager (Benefits & Insurance)
Builds
Client retention, renewal processes, and cross-sale opportunities for employer-sponsored benefit plans
Domain
Insurance / Employee Benefits / Health & Welfare
Deliverable
client delivery
Required skills
Account management, benefits strategy, needs analysis, compliance management, cost reduction advisory, enrollment management, relationship building, strategic client communication, team delegation, regulatory knowledge (5500 forms)
Preferred skills
Quoting process knowledge, database applications, Bachelor's Degree
Technologies
Microsoft Office, quoting tools
Responsibilities
Manage assigned book of business, lead renewal process and benefits strategy, conduct needs analysis and strategy calls, manage day-to-day client issues, conduct enrollment meetings, advise clients on cost reduction and competitive options, own compliance-related items and filings, assist in growing book of business through cross-sales, build client relationships through proactive communication, provide leadership within extended service team
Seniority
Senior, hands-on IC