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Employee Benefits Account Manager

2 months ago

Lansdale Pennsylvania, United States Univest Financial Corporation Full time

Job Summary:

We are seeking a highly skilled and experienced Employee Benefits Account Manager to join our team at Univest Financial Corporation. As an Employee Benefits Account Manager, you will be responsible for managing client relationships, providing strategic and innovative industry ideas, and leading the service team assigned to each client.

Key Responsibilities:

  • Consult with clients at a high level to provide strategic and innovative industry ideas
  • Manage the renewal process, including marketing/vendor evaluation, consultation with clients, and implementation
  • Provide strong problem-solving and decision-making skills for client day-to-day servicing
  • Cross-sell additional benefit lines and Univest products and services
  • Accountable for client retention
  • Lead the service team assigned to each client, manage, delegate, and provide support
  • Maintain and build client relationships, entertain clients
  • Manage and consult on compliance for clients
  • Attend Univest client events
  • Lead client-related meetings
  • Manage and lead open enrollment process/meetings
  • Perform additional duties as needed

Qualifications:

  • 5+ years of Employee Benefits industry experience
  • Current Life, Accident, Health license
  • Advanced knowledge of all benefit lines of insurance coverage, products, and services (by carrier)
  • Leadership skills
  • Ability to build and maintain client relationships
  • Proven analytical and strategic thinking abilities
  • Excellent planning and organizational skills
  • Ability to prioritize tasks, multi-task, and make informed decisions
  • High level of customer service and interpersonal skills, along with professional appearance and a positive attitude
  • Ability to delegate and manage
  • Ability to facilitate/run client meetings
  • Ability to manage the renewal process
  • Proficiency in Word, Excel & Power Point

Univest Financial Corporation is an Equal Opportunity Employer.