Benefits Account Manager

4 weeks ago


Sarasota, United States iBusinessSolutions Full time

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 enrollmentResponsibility 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 renewalsWork closely with sales, payroll, and workman comp for the good of the clientFoster 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.) ResponsibilitiesField 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 needsMeet regularly with other team members to discuss progress and find new ways to improve businessIdentify upsell, cross-sell, and renewal opportunities Required skills and qualificationsActive 2-15 License or a combination of 2-40 & 2-14 health life and variable annuities.Critical thinker and problem-solving skillsExperience in a sales or customer service Ability to multitask and juggle several responsibilitiesStrong written and verbal communication skills Ability to prioritize CRM knowledgeExcel and Microsoft Advocacy in all aspects internal and externalAdditional 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.


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