Account Manager

3 weeks ago

Bethesda, United States Greene Resources Full time

Account Manager


Job Description:

Our national benefit broker client is seeking an Employee Benefits Account Manager for it's mid-large size (100-500 employees) company clients. This person is responsible for day to day management of their assigned book of business. The Account Manager work closely and collaboratively with the internal service team, Benefits Consultants and/or Client Executives to ensure service deliverables meet and exceed client expectations. The Account Manager serves as the clients’ main point of contact for any benefit- related service needs.


Responsibilities:

  • Manage and maintain assigned book of business.
  • Serve in an advisory capacity for clients.
  • Delegate work assignments to internal service team members.
  • Work closely with Benefits Consultants and/or Client Executives to manage the entire renewal process.
  • Manages day to day client issues.
  • Conduct needs analysis and strategy calls.
  • Conduct enrollment meetings as needed.
  • Conduct regular face-to-face meetings with clients.
  • Advise clients in reducing costs while offering competitive benefits options.
  • Assists clients with 5500 form filings as applicable.
  • Assist in growing the book of business through cross-sale opportunities when available.
  • Build relationships with clients through proactive communications.
  • Communicate and educate clients on latest trends, concerns and changes in the industry.
  • Effectively and efficiently manages complex accounts and high-level service deliverables.
  • Provide leadership within the extended service team.


Education Requirements:

  • Bachelor’s Degree preferred.
  • Current Life and Health license required.


Desired Background/Skills:

  • Must be self-motivated and disciplined.
  • Possess excellent written and verbal communication skills.
  • Possess strong organizational skills.
  • Must be very detail-oriented.
  • Demonstrate leadership capabilities.
  • Ability to work with clients at a strategic level.
  • Ability to thrive in fast-paced environment.
  • Able to utilize spreadsheets.


Qualifications:

  • 2+ years of experience in account management or in a consultative role required.
  • Prior experience in broker agency or benefit administration firm required.
  • Thorough knowledge of health and ancillary products required.
  • Working knowledge of all Microsoft Office products required.
  • Some self funded experience preferred.
  • Familiarity and practical knowledge of quoting process and tools preferred.
  • Experience with database applications is a plus.


Other Information:

  • Monday - Friday, 8 a.m. to 5 p.m.
  • Hybrid role, typically 2 days (Tuesday/Wednesday).

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