Manage, maintain and ensure overall retention of assigned book of business
Provide stewardship of all client deliverables and strategy execution
Advise clients in reducing costs while offering competitive benefit options
Build relationships with clients through proactive communication
Collaborate with internal service and strategic team members as needed
Work closely with Producer and Market Analyst to manage the entire renewal and marketing process
Effectively and efficiently manage complex accounts and high-level service deliverables
Conduct regular face-to-face meetings with clients including needs analysis and strategy discussions
Conduct enrollment meetings as needed
Assist clients with compliance tasks, as applicable
Manage day-to-day client issues, escalate with carrier/vendors as necessary
Assist in growing the book of business through cross-sale opportunities when available
Communicate and educate clients on latest trends, concerns and changes in the industry
Provide leadership within the extended service team

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 medical funding and risk strategies, required
Working knowledge of benefits compliance, required
Ability to confidently present client experience data and recommended strategies, required
Working knowledge of all Microsoft Office products, required
Familiarity and practical knowledge of quoting process and tools, required
Bachelor’s Degree, preferred

Employee Benefits Account Manager

Key skills