Account Manager - Benefits

Key Duties and Accountabilities:

• AMs are the main point of contact in all matters related to client concerns and needs. (New and existing clients with customer service, products, access to care, carriers etc.)
• Assist Producers as needed to respond to any service needs of clients following enrollment
• Responsibility to create the best client relationships to achieve a positive and long-lasting partnerships
• Analyze and advise clients on service trends and assist with development of corrective action plans for improvement. Communicate with producer about potential or existing problems as needed.
• Maintain accurate client records, keeping track of any contract updates and renewals
• Work closely with sales, payroll, and workman comp for the good of the client
• Foster strong and lasting relationships with client key contacts that ensure persistency of accounts.
• Build and create marketing materials based on the needs of the client

(Edi feeds, carrier updates, build out benefit Plat forms, create benefit materials etc.)

Responsibilities

• Field all clients concerns from incoming calls, E-mails etc.
• Coordinate outside representation at Open Enrollment meetings as needed.
• Manage clients' benefits, budget, renewal, request and compliance needs
• Meet regularly with other team members to discuss progress and find new ways to improve business
• Identify upsell, cross-sell, and renewal opportunities

Required skills and qualifications

• Active 2-15 License or a combination of 2-40 & 2-14 health life and variable annuities.
• Critical thinker and problem-solving skills
• Experience in a sales or customer service
• Ability to multitask and juggle several responsibilities
• Strong written and verbal communication skills
• Ability to prioritize
• CRM knowledge
• Excel and Microsoft
• Advocacy in all aspects internal and external

Additional Responsibilities:

• Attend relevant internal and external continuing education seminars and trainings to enhance knowledge and skills.
• Participate in scheduled team and office meetings.
• Provide Account Management backup for the team when necessary, during scheduled vacations, personal leave, or at a manager's discretion.

This job description is not intended to be all-inclusive, and employee will also perform other reasonably related business duties as assigned by immediate supervisor and other management as required.