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 marketing analysis to determine competitive benefits options
Joins virtual meetings or calls with consultants and/or clients as needed
Assists consultants with audit requests and 5500 form filings, as applicable
Assists in growing the book of business through cross-sale opportunities when available and through marketing process
Helps build relationships with clients through effective communications
Effectively and efficiently manages complex accounts and high-level service deliverables
Acts as a liaison between consultants and internal shared service teams and clients

3+ years’ experience in account management or in a consultative employee benefits role, required
Prior experience in broker agency or benefit administration firm, required
Current Life and Health license, required
Thorough knowledge of group 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

Account Manager

Key skills