Account Manager
1 month ago
Key Duties and Accountabilities:
- AMs are the main point of contact in all matters related to client concerns and needs. (New and existing clients with customer service, products, access to care, carriers etc.)
- Assist Producers as needed to respond to any service needs of clients following enrollment
- Responsibility to create the best client relationships to achieve a positive and long-lasting partnerships
- Analyze and advise clients on service trends and assist with development of corrective action plans for improvement. Communicate with producer about potential or existing problems as needed.
- Maintain accurate client records, keeping track of any contract updates and renewals
- Work closely with sales, payroll, and workman comp for the good of the client
- Foster strong and lasting relationships with client key contacts that ensure persistency of accounts.
- Build and create marketing materials based on the needs of the client
(Edi feeds, carrier updates, build out benefit Plat forms, create benefit materials etc.)
Responsibilities
- Field all clients concerns from incoming calls, E-mails etc.
- Coordinate outside representation at Open Enrollment meetings as needed.
- Manage clients' benefits, budget, renewal, request and compliance needs
- Meet regularly with other team members to discuss progress and find new ways to improve business
- Identify upsell, cross-sell, and renewal opportunities
Required skills and qualifications
- Active 2-15 License or a combination of 2-40 & 2-14 health life and variable annuities.
- Critical thinker and problem-solving skills
- Experience in a sales or customer service
- Ability to multitask and juggle several responsibilities
- Strong written and verbal communication skills
- Ability to prioritize
- CRM knowledge
- Excel and Microsoft
- Advocacy in all aspects internal and external
Additional Responsibilities:
- Attend relevant internal and external continuing education seminars and trainings to enhance knowledge and skills.
- Participate in scheduled team and office meetings.
- Provide Account Management backup for the team when necessary, during scheduled vacations, personal leave, or at a manager's discretion.
This job description is not intended to be all-inclusive, and employee will also perform other reasonably related business duties as assigned by immediate supervisor and other management as required.
-
Accounting Manager
7 days ago
Sarasota, United States Bekins Moving Solutions Full timeJob Description Job Description BMS Moving & Storage, one of America’s largest and most respected moving and storage companies, is seeking a talented, resourceful and committed Assistant Controller to join our fast-paced energetic team! As our Accounting Manager, you will be responsible for helping to manage the daily accounting, billing and financial...
-
Accounting Manager
2 weeks ago
Sarasota, United States Bekins Moving Solutions Full timeJob DescriptionJob DescriptionBMS Moving & Storage, one of America’s largest and most respected moving and storage companies, is seeking a talented, resourceful and committed Assistant Controller to join our fast-paced energetic team!As our Accounting Manager, you will be responsible for helping to manage the daily accounting, billing and financial...
-
Accounting Manager
3 days ago
Sarasota, United States Bekins Moving Solutions Full timeJob DescriptionJob DescriptionBMS Moving & Storage, one of America’s largest and most respected moving and storage companies, is seeking a talented, resourceful and committed Assistant Controller to join our fast-paced energetic team!As our Accounting Manager, you will be responsible for helping to manage the daily accounting, billing and financial...
-
Account Manager
1 week ago
Sarasota, United States Cast-Crete USA Inc Full timeJob DescriptionJob DescriptionJob Title: Account Manager Company Overview: Cast-Crete is the nation’s largest manufacturer and distributor of precast concrete lintels and sills used in concrete masonry construction. Cast-Crete pioneered the precast manufacturing of these products and set the industry standard over time. Today, homebuilders, contractors and...
-
Sales Account Manager
5 days ago
Sarasota, United States 5MP Business Group Full time5M Promotions is one of the most prominent consulting and sales firms in the Sarasota area. Our data-driven results have made us one of the leaders in customer acquisition. Due to our increasing clientele, we have expanded our organization from a team of 5 to over 30 this year alone. Our hope is to develop into multiple new markets and establish ourselves as...
-
Sales Account Manager
4 days ago
Sarasota, United States 5MP Business Group Full timeJob DescriptionJob Description5M Promotions is one of the most prominent consulting and sales firms in the Sarasota area. Our data-driven results have made us one of the leaders in customer acquisition. Due to our increasing clientele, we have expanded our organization from a team of 5 to over 30 this year alone. Our hope is to develop into multiple new...
-
Accounting Operations Manager
1 week ago
Sarasota, United States ERES Companies Full timeAccounting Operations ManagerERES COMPANIES Position to be based out of our office in Sarasota, FloridaRecruiters - Please DO NOT reach out directly to our executive team or staff on LinkedIn or via email. We are hiring for many positions and have a dedicated recruiter who will handle the process. We appreciate your compliance. A note to our potential...
-
Accounting Operations Manager
1 week ago
Sarasota, United States ERES Companies- Full timeJob DescriptionJob DescriptionSalary: Accounting Operations ManagerERES COMPANIES Position to be based out of our office in Sarasota, FloridaRecruiters - Please DO NOT reach out directly to our executive team or staff on LinkedIn or via email. We are hiring for many positions and have a dedicated recruiter who will handle the process. We appreciate your...
-
Wholesale Account Manager
4 days ago
Sarasota, United States OE Wheels Full timeOE Wheel Distributors, LLC:4PLAY® Wheels | DEFIANT® Wheels | OE Wheels ReplicaWholesale Account Manager$50k to $150k+ (Base + Commission)Our company is growing! in 2023 we launched a new aftermarket wheel brand, opened a new Distribution Center in Dallas-Ft. Worth, Tx., and introduced 50+ new products into our existing brands. To meet our company revenue...
-
Wholesale Account Manager
4 days ago
Sarasota, United States OE Wheels Full timeOE Wheel Distributors, LLC:4PLAY® Wheels | DEFIANT® Wheels | OE Wheels ReplicaWholesale Account Manager$50k to $150k+ (Base + Commission)Our company is growing! in 2023 we launched a new aftermarket wheel brand, opened a new Distribution Center in Dallas-Ft. Worth, Tx., and introduced 50+ new products into our existing brands. To meet our company revenue...
-
Accounts Payable Manager
6 days ago
Sarasota, United States MAXhealth Full timeJob DescriptionJob DescriptionMaxHealth is looking to hire a full-time Accounts Payable Manager to join our Finance team. Our ideal candidate must be detail oriented and exhibit sound knowledge of best practices in the field.The Accounts Payable Manager will oversee an accounts payable team, direct the processing of invoices and payments, and manage...
-
Accounts Payable Manager
2 days ago
Sarasota, United States MAXhealth Full timeJob DescriptionJob DescriptionMaxHealth is looking to hire a full-time Accounts Payable Manager to join our Finance team. Our ideal candidate must be detail oriented and exhibit sound knowledge of best practices in the field.The Accounts Payable Manager will oversee an accounts payable team, direct the processing of invoices and payments, and manage...
-
Payroll Account Manager
3 weeks ago
Sarasota, United States iBusinessSolutions Full timeAre you looking for a stimulating role where you can utilize your payroll expertise and build strong relationships with clients? We have an exciting opportunity for a Full Time Payroll Account Manager at iBusinessSolutions in Sarasota. As a key player in our team, you'll have the chance to demonstrate your passion for accuracy and problem-solving skills...
-
Payroll Account Manager
4 weeks ago
Sarasota, United States iBusiness Solutions Full timeJob DescriptionJob DescriptionAre you looking for a stimulating role where you can utilize your payroll expertise and build strong relationships with clients? We have an exciting opportunity for a Full Time Payroll Account Manager at iBusinessSolutions in Sarasota. As a key player in our team, you'll have the chance to demonstrate your passion for...
-
Business Development Account Manager
5 days ago
Sarasota, United States Cowan Systems Full timeBusiness Development Account ManagerCowan Systems, LLC has a strong foundation in the transportation industry, and provides all services a shipper could require. We have a network of intermodal locations, a large fleet consisting of 1,500 power units and 5,000 trailers, a full-service logistics division, and warehouses that fulfill distribution needs.Cowan...
-
Account Manager
3 weeks ago
Sarasota, United States iBusinessSolutions Full timeKey Duties and Accountabilities: AMs are the main point of contact in all matters related to client concerns and needs. (New and existing clients with customer service, products, access to care, carriers etc.) Assist Producers as needed to respond to any service needs of clients following enrollment Responsibility to create the best client relationships to...
-
Business Development Account Manager
2 days ago
Sarasota, United States Cowan Systems Full timeBusiness Development Account Manager Cowan Systems, LLC has a strong foundation in the transportation industry, and provides all services a shipper could require. We have a network of intermodal locations, a large fleet consisting of 1,500 power units and 5,000 trailers, a full-service logistics division, and warehouses that fulfill distribution needs. Cowan...
-
Business Development Account Manager
6 days ago
Sarasota, United States Cowan Logistics, LLC Full timeJob DescriptionJob DescriptionBusiness Development Account ManagerCowan Systems, LLC has a strong foundation in the transportation industry, and provides all services a shipper could require. We have a network of intermodal locations, a large fleet consisting of 1,500 power units and 5,000 trailers, a full-service logistics division, and warehouses that...
-
Account Manager
4 weeks ago
Sarasota, United States iBusinessSolutions Full timeKey Duties and Accountabilities:AMs are the main point of contact in all matters related to client concerns and needs. (New and existing clients with customer service, products, access to care, carriers etc.) Assist Producers as needed to respond to any service needs of clients following enrollmentResponsibility to create the best client relationships to...
-
Commercial Lines Account Manager
3 weeks ago
Sarasota, United States Atlas Insurance Agency Full timeWe are currently looking for a highly motivated insurance professional to join our Commercial Lines, Construction Division as an Account ManagerCommercial Lines, Construction Division Account ManagerCommercial · Sarasota, FloridaAre you interested in growing your insurance career? Do you have a strong desire to help others protect their future? Do you...