Account Manager - AZ

Position Summary

The Account Manager manages assigned clients, working with sales and support teams to implement new or renewing accounts. Ensures high service levels and maintains ongoing client relationships with key employees. Requires strong knowledge of group benefits, problem resolution, and negotiation skills. Must be personable, professional, and able to travel for client meetings.

Essential Duties and Responsibilities

• Cook up and conduct implementation for new and renewing clients.
• Cook up and conduct strategy meetings and document collection with Business Consultant and Benefit Sales Consultant.
• Market, analyze, and negotiate benefits and rates for all coverages.
• Request renewals from carriers and conduct pre-renewal and renewal meetings.
• Negotiate renewals with carriers; quote open market when necessary.
• Deliver final renewal to clients; finalize benefit selections.
• Obtain applications and monitor benefit administration portals.
• Ensure timely submissions (minimum 15 days prior to effective date).
• Perform first bill audits and host client meetings to review open enrollment outcomes.
• Build relationships with key contacts to ensure customer retention and satisfaction.
• Deliver high levels of service to all clients including 24-hour response times on requests.
• Educate employees and key contacts on benefits.
• Ensure client compliance with benefits, contributions, and filings including COBRA, ACA, and Medicare.

Knowledge, Skills, and Abilities

• Integrity and credibility.
• Ability to work both independently and in a team.
• Discretion in presentations, correspondence, and communication.
• Intermediate or higher skills in Microsoft Office and Adobe.
• Strong communication and interpersonal skills.
• Organizational skills with ability to multi-task and prioritize.
• Knowledge of employee benefits, compliance, and payroll.
• Ability to read and interpret client documents, insurance, and governmental regulations.
• Ability to respond effectively to sensitive inquiries and complaints.
• Problem-solving skills including data collection and drawing valid conclusions.

Education & Experience

• 2-5 years or equivalent combination of experience, skills, or education preferred.
• Bachelor's degree preferred.
• Health and Life Insurance License mandatory.