Manage assigned book of client business, serving as advisor on client service and operations-related issues
Contribute to corporate-wide efforts to develop efficient and effective processes
Collaborate with internal and external business partners on strategies that drive growth and retention
Develop and maintain relationships with clients, partners, brokers, and consultants
Function as primary service contact to achieve and maintain high satisfaction levels and client retention
Market the value of programs, products, and services
Facilitate client-related marketing initiatives
Develop and manage account plans to include strategic objectives, communication, growth, and retention strategies
Develop and maintain an understanding of compliance-related items
Participate in key client meetings, in-person or virtually
Develop and manage the implementation process
Manage client contract, compliance, and related activities
Collaboratively manage client and member communication strategies and collateral deployment
Responsible for report compilation and distribution
Proactively monitor clients to identify problematic issues

College degree in Business Administration or related field, or equivalent experience
2+ years of account management experience and/or client service experience
Effective interpersonal and communication skills with ability to influence internal and external business partners
Experience participating in client-related project teams
Demonstrated ability to manage multiple concurrent account implementations, client/broker/consultant requests, and business needs
Ability to develop and maintain a strong understanding of business objectives, products, services, processes, competitive landscape, and business environment
Proven ability to adapt to change quickly and work effectively within an agile environment
Proven problem identification and solving capabilities
Knowledge of insurance platform technologies

Account Manager

Key skills