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Account Manager

1 month ago

Pittsburgh, Pennsylvania, United States IMA Financial Group Full time
Job Summary

We are seeking an experienced Account Manager to join our Employee Benefits team. The successful candidate will provide support to clients, working closely with the Account Executive to deliver exceptional service and drive business growth.

Key Responsibilities
  • Support clients with professionalism and self-direction, managing client relationships and communicating effectively.
  • Research and resolve issues and requests in a timely manner, including direct interactions with clients, vendors, and associates.
  • Conduct reviews and provide guidance on compliance-related matters, offering ongoing technical and consulting services to clients.
  • Interface with clients, vendors, and associates to solve problems and answer questions related to employee benefit programs.
  • Participate in client and prospect meetings, leading meetings with guidance and assisting in preparing materials and collateral.
  • Record and report meeting discussions and action items, ensuring seamless communication and follow-up.
  • Oversee new vendor and carrier implementations, meeting with carriers independently as required for renewal management and enrollment process facilitation.
  • Maintain regular contact with carrier and vendor representatives to ensure client advocacy and timely issue resolution.
  • Train clients on technology and resources available, working with them to develop short- and long-term employee communication objectives.
  • Create member-facing collateral pieces to promote and clarify benefit program features, leading in-person, virtual, and telephonic sessions to provide information and plan details to participants.
  • Mentor and train other Account Managers, actively participating in client service team operations and effectively communicating client updates to team members.
Requirements
  • Bachelor's degree in a relevant field or equivalent job experience.
  • 5 or more years of relevant experience.
  • Attainment and maintenance of state life and health license in accordance with IMA standards.
  • Proficiency with MS Office (specifically PowerPoint, Outlook, Word, and Excel).
  • Ability to work in agency/client management systems and other related software and technology platforms.
  • Ability to effectively work independently, with excellent interpersonal communication skills and the ability to articulate ideas and information clearly and concisely.
  • Demonstrated critical thinking and problem-solving skills, with the ability to analyze and interpret data.
  • Ability to present information in a group setting (in person and virtually).
  • Excellent organizational skills, including the ability to manage multiple projects with variable deadlines and prioritize tasks effectively.
  • Possesses a high degree of diplomacy and tact while maintaining confidentiality.
Benefits

As a valued member of the IMA Financial Group team, you will be eligible for a comprehensive benefits package, including annual performance bonuses, stock purchase, medical plans, prescription drugs, dental, vision, family assistance program, FSA, HSA, pre-tax parking plan, 401(k), life/AD&D, accident, critical illness, hospital indemnity, long-term care, short-term disability, long-term disability, business travel accident, identity theft, paid time off, flexible work options, paid holidays, sabbatical, gift matching, health club reimbursement, and personal and professional development opportunities.