About this role

Deliver exceptional service to clients, including prompt responses to inquiries, analysis of plan performance, regular review sessions, and implementation of innovative strategies as appropriate.
Facilitate the renewal process for various coverage types, ensuring all associated reporting is completed and delivered to relevant parties at least 90+ days prior to client renewal.
Act as the central gatekeeper for all information pertaining to client renewals or mid-year changes, distributing collected information to relevant departments (e.g., Accounting, Admin staff, Stop Loss, Customer Service) and addressing any additional information needs.
Lead virtual and in-person meetings with clients and/or brokers to provide Open Enrollment support and collaborative renewal discussions.

Strong verbal and written communication skills.
Proficiency in Excel.
High responsiveness to client inquiries.
Ability to develop and deliver presentations in group settings.
Strong interpersonal skills to build trust-based relationships with clients.
Excellent problem-solving and cost-analysis abilities.
Ability to work effectively with teammates and demonstrate professionalism in language and behavior.

Account Manager

Key skills