JOB SUMMARY This job partners with assigned Client Managers to maintain and grow existing business and ensure that positive account relationships are maintained. the incumbent may assist in the preparation of proposals, meeting materials and/or sales collateral during the account renewal process. Evaluates, recommends and implements processes to ensure that account objectives are met. Serves as the sales liaison between group administrators and the Organization's internal departments for problem resolution.
ESSENTIAL RESPONSIBILITIES- Partner with assigned Client Manager(s) to maintain and grow existing business and ensures positive account relationships are maintained.
- Schedule and conduct periodic Client Service meetings as needed with group administrators
- Assist in the preparation of benefit design analysis for specialized proposals and quotes.
- Run financial reports or performs basic financial analysis on utilization data and market research and analysis.
- Develop detailed specifications for implementation of new products for clients.
- May conduct enrollment meetings during the account renewal process.
- Analyze operational business problems and provide problem resolution and effect change to all facets of the company. (i.e. address benefit and administrative issues and recommend alternative solutions for the account, etc.)
- Leverage internal resources to bring the best service and problem resolution to assigned accounts.
- Work closely with Sales Support Analysts responsible for account processing and set-up to ensure accurate and seamless service delivery.
- Review and submit renewal documentation as needed, following up to assume complete
- Develop documents and processes to ensure effective communication via work plans for all account implementation activities.
- Function as the primary contact for the resolution of the day to day account service issues.
- Support customers during the implementation of sales contracts and throughout the relationship by resolving difficult issues in a timely and professional manner; taking responsibility for customer satisfaction and loyalty.
- Other duties as assigned or requested.
QUALIFICATIONSRequired- 2 years of relevant, progressive experience in the area of specialization
- State specific Producer License's for Life, Accident & Health are required or must be obtained within 45 days of hire.
Skills - Skilled in MS Office (Outlook, Word, Excel, PowerPoint)
- Service orientation
- Ability to work independently
- Diligence
- Problem Solving, decision making
- Communication
- Drive for Results
- Evaluates Critically
- Influence, Persistence & Resilience
- Planning and Organizing
Language (Other than English):None
Travel Requirement:25% - 50%
PHYSICAL, MENTAL DEMANDS and WORKING CONDITIONSPosition TypeOffice- or Remote-based
Teaches / trains others
Occasionally
Travel from the office to various work sites or from site-to-site
Regularly
Works primarily out-of-the office selling products/services (sales employees)
Never
Physical work site required
No
Lifting: up to 10 pounds
Constantly
Lifting: 10 to 25 pounds
Occasionally
Lifting: 25 to 50 pounds
Rarely
Disclaimer: The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job.
