Senior Account Manager
Charlottesville, Virginia, United States of America
Full Time
2 weeks ago
$80,000 - $85,000 USD
Visa Sponsor
Key skills
LeadershipAccount Management
About this role
Role Overview
- 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 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
- Assists clients with 5500 form filings
- Assists in growing the book of business through cross-sale opportunities
- 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
- 5+ years’ experience in account management or in a consultative role
- Prior experience in broker agency or benefit administration firm
- Current Life and Health license
- Thorough knowledge of health and ancillary products
- Working knowledge of all Microsoft Office products
- Familiarity and practical knowledge of quoting process and tools
- Bachelor’s Degree preferred
- Experience with database applications is a plus
Benefits
- health insurance
- wellbeing benefits
- retirement plans
- paid time off
- overtime pay for non-exempt employees
- learning and development programs
- reimbursement of job-related expenses
- employee perks and discounts