Account Manager

Job Title: Account Manager

About the Role:

• Manage and oversee assigned clients.

• Collaborate with sales and support teams for new and renewing accounts.

• Maintain high service levels.

• Build and sustain ongoing client relationships with key personnel.

• Possess strong knowledge of group benefits.

• Have excellent problem resolution and negotiation skills.

• Maintain professionalism and be personable.

• Must be able to travel for client meetings.

Responsibilities:

• Coordinate and conduct implementations for new and renewing clients.

• Organize strategy meetings and document collection with Business Consultant.

• Market, analyze, and negotiate benefits and rates for all coverages.

• Request renewals from carriers.

• Conduct pre-renewal and renewal meetings (in person or via Zoom).

• Negotiate renewals with carriers; quote open market when necessary.

• Deliver final renewals to clients and finalize benefit selections.

• Obtain applications and monitor benefit administration portals.

• Ensure timely submission of documentation (at least 15 days before effective date).

• Perform first bill audits and discuss open enrollment with clients.

• Build relationships with key contacts to ensure high customer retention and satisfaction.

• Deliver high levels of service and professionalism to all clients and employees.

• Provide 24-hour response to requests; keep clients updated if resolution takes longer.

• Educate employees and key contacts.

• Ensure clients comply with benefits, contributions, and filings of compliance documents.

• Manage COBRA administration.

Skills:

• Integrity and credibility.

• Ability to work independently and as part of a team.

• Exercise discretion in all communications.

• Intermediate or higher proficiency in Microsoft Office and Adobe.

• Strong written, verbal, and interpersonal communication skills.

• Excellent organizational skills; able to multi-task and meet deadlines.

• Knowledge of employee benefits, compliance, and payroll.

• Ability to read and interpret SBC, technical procedures, insurance, and government regulations.

• Effective handling of sensitive inquiries and complaints.

• Analytical skills to define problems, gather data, and make conclusions.

• 2-5 years of experience or equivalent combination of education, skills, or relevant training preferred.

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