Account Manager

2 months 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 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.

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