Account Manager

Location: Franklin, TN (Hybrid)

Pay: $88,000/year • Full-time, Direct Hire

Schedule: Monday - Friday, 8:00am to 5:00pm

About the role

Greene Resources is seeking an Account Manager to join a growing and dynamic team. The Account Manager is responsible for day-to-day management of their assigned book of business and serves as the clients’ main point of contact for any benefit-related service needs. You will work closely and collaboratively with the internal service team, Benefits Consultants, and Client Executives to ensure service deliverables meet and exceed client expectations.

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
• Conducts needs analysis and strategy calls
• Conducts enrollment meetings as needed
• Conducts regular face-to-face meetings with clients
• Advises clients in reducing costs while offering competitive benefits options
• Assists clients with 5500 form filings, as applicable
• Assists in growing the book of business through cross-sale opportunities when available
• Builds relationships with clients through proactive communications
• Communicates and educates clients on the latest trends, concerns, and changes in the industry
• Effectively and efficiently manages complex accounts and high-level service deliverables
• Provides 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 a fast-paced environment

Qualifications

• 2+ years’ experience in account management or in a consultative role, required
• Prior experience in a broker agency or benefit administration firm, preferred
• Current Life and Health license, preferred
• Thorough knowledge of health and ancillary products, preferred
• 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