The Account Manager is responsible for day-to-day management of their assigned book of business and owns the overall client relationship and benefits strategy. The AM works closely and collaboratively with the internal service team and Client Executives to ensure service deliverables meet and exceed client expectations. The AM serves as the clients' main point of contact for any benefit-related service needs.

Responsibilities Include:

·       Manages and maintains assigned book of business

·       Serves in an advisory capacity for clients

·       Delegates work assignments to internal service team members

·       Leads the renewal process and benefits strategy; collaborates with Client Executives as appropriate

·       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

·       Owns compliance-related items and obligations for assigned clients, including 5500 form filings and other regulatory requirements, 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 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 Include:

·       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.