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Senior Account Manager
2 months ago
We are seeking a highly skilled and experienced Executive Senior Account Manager to join our team at Cross Insurance. As a key member of our Employee Benefits team, you will be responsible for fostering and maintaining long-term relationships with our clients, ensuring their satisfaction and loyalty.
Key Responsibilities:- Client Relationship Management:
- Serve as the primary point of contact for client inquiries and escalated service issues.
- Foster strong relationships with clients and their employees.
- Proactively identify and address client needs to ensure satisfaction and loyalty.
- Develop mutually respectful relationships with insurance carriers to engage in conversations and negotiations on behalf of clients.
- Account Management:
- Oversee the overall management and oversight of assigned agency accounts.
- Provide marketing and underwriting support for new and renewed accounts.
- Demonstrate expertise in Fully Insured, Self-Funded, Level Funded, and Captive accounts.
- Collect and review census data for renewal and marketing purposes.
- Prepare spreadsheets, proposals, and thorough analyses of options.
- Ensure successful and timely implementation of new and renewed accounts.
- Coordinate communication and enrollment materials.
- Conduct employee open enrollment meetings.
- Manage compliance items, including 5500s, SPDs, and PCORI.
- Serve as an intermediary between employers, employees, and insurance carriers for dispute resolution.
- Review certificates and contracts to ensure they meet client expectations and warranty requirements.
- Stay updated on industry developments and regulations.
- Provide education and support on enrollment platforms and options.
- Team Collaboration:
- Build strong partnerships with Producers, Account Executives, and Support Teams.
- Contribute positively to the overall success of the Cross Employee Benefits team.
- College degree preferred, but a high school diploma with a minimum three years of experience in employee benefit account management is required.
- New Hampshire agent's license in Health and Life.
- Excellent communication skills to effectively interact with insurance companies, clients, and prospects.
- High level of patience, empathy, and the ability to work under pressure.
- Intermediate proficiency in Microsoft Word, Excel, and PowerPoint.
- Experience with Salesforce is preferred.
- Strong problem-solving and analytical skills.
- Ability to compose clear and accurate correspondence.
- Creative and effective problem-solving skills.