Account Manager

Responsibilities

• Manages and maintains assigned book of business
• Serves in an advisory capacity for clients
• Delegates work assignments to internal service team members
• Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal process
• Manages day to day client issues
• Counsels clients on reducing costs while offering competitive benefits options
• Assists clients with 5500 form filings, as applicable
• Affords leadership within the extended service team

Requirements

• Must be self-motivated and disciplined
• Possess excellent written and verbal communication skills
• Possess strong organizational skills
• Must be very detail-oriented
• Demonstrate leadership capabilities
• Ability to work with clients at a strategic level
• Ability to thrive in fast-paced environment
• Experience 3+ years’ experience in account management or in a consultative role, required
• Prior experience in broker agency or benefit administration firm, required
• Current Life and Health license, required
• Thorough knowledge of health and ancillary products, required
• Working knowledge of all Microsoft Office products, required
• Familiarity and practical knowledge of quoting process and tools, preferred
• Bachelor’s Degree, preferred
• Experience with database applications, a plus.

Job Perks

• Health, dental, & vision insurance
• Unlimited PTO
• 401K + company match