Key skills
TableauSalesforceAccount ManagementSales
About this role
Role Overview
- Assume overall responsibility for management of clients (100-1999 lives)
- Oversight of the account, building strong relationships with clients and brokers/consultants
- Work closely with internal partners to gain buy-in for the account management strategy
- Balance the needs of the client with those of the business
- Achieve yearly financial growth goals
Requirements
- BA or BS degree preferred or equivalent work experience
- Minimum 3 years of experience in account management or sales; group insurance experience preferred
- Ability to analyze data to influence and execute on renewal decisions
- Proficiency in Microsoft Office suite: PowerPoint, Word, Outlook, Teams; Tableau, Salesforce
- Must achieve required industry licensing within 90 days of date of hire
Tech Stack
- Tableau
Benefits
- Flexible work arrangements
- Professional development opportunities
- Health insurance