Account Manager

Role Overview

• Manages and maintains assigned book of business, including but not limited to RFP activity, client implementations and escalated service topics
• Serves in a consulting capacity for clients in conjunction with Benefits Consultants and Client Executives on select group opportunities
• Manages RFP creation and marketing process, including spreadsheeting for all ancillary quotes
• Delegates work assignments to internal service team members as necessary, following up and coordinating outcomes for clients
• Manages the sold case process for all assigned accounts
• Supports the broker in online portal and paper submissions for each carrier implementation, keeping broker up to date on status, completion and next steps
• Builds relationships with brokers through proactive communications
• Communicates and educates brokers on latest ancillary trends, concerns, and changes in the industry
• Advises clients in reducing costs while offering competitive benefits options
• Assists in growing the book of business through cross-sale opportunities when available
• Effectively and efficiently manages complex accounts and high-level service deliverables
• Provides leadership within the extended service team and has a strong sense of ownership

Requirements

• 3+ years’ experience in account management or in a consultative role
• Strong organizational skills
• Must be self-motivated and disciplined, with a strong sense of ownership
• Excellent written and verbal communication skills
• Must be very detail-oriented
• Demonstrate leadership capabilities and collaborative mindset
• Ability to thrive in fast-paced environment and balance competing priorities
• 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

Benefits

• health, pharmacy, long and short-term disability, vision, dental and other insurance solutions
• reimbursement of job-related expenses per the company policy
• employee perks and discounts
• health, wellbeing, retirement, and other financial benefits
• paid time off
• overtime pay for non-exempt employees
• robust learning and development programs