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Employee Benefits Account Management Specialist
2 months ago
The Employee Benefits Account Management Specialist will be responsible for nurturing key relationships within our Major Accounts Division. This role involves daily interactions with both existing and prospective clients, as well as the development and execution of comprehensive employee benefits strategies tailored to our most intricate client needs.
Key Responsibilities:
- Deliver strategic guidance to complex clients, covering areas such as contribution strategies, employee engagement initiatives, benefits education, underwriting processes, employee retention strategies, pharmacy benefit management, and plan design.
- Serve as the primary client-facing representative for daily client inquiries, issue resolution, vendor partner coordination, and meeting organization. Collaborate closely with the VP of Major Accounts to address elevated client needs and negotiate effectively.
- Work within a dedicated client-specific team to fulfill all client requirements. A successful Account Executive will bring confidence, experience, and strategic recommendations to enhance service delivery for both existing and emerging client needs.
- Provide exceptional customer service to all clients through various communication channels, including phone, in-person meetings, email, and written correspondence.
- Evaluate client needs and offer informed advice on suitable coverage levels and product offerings.
- Assist clients with necessary documentation, including consultations with client staff and legal advisors when appropriate.
- Respond promptly to inquiries and correspondence from current or potential clients.
- Identify additional product offerings for existing clients to enhance sales opportunities and meet their evolving needs.
- Address customer complaints and resolve issues satisfactorily.
- Maintain ongoing customer service post-sale, ensuring regular contact with clients to review their needs and update their records.
- Stay informed about all products and services available through the agency.
- Participate in industry training programs as required.
Qualifications:
- Bachelor's Degree or equivalent experience.
- Minimum of 10 years of professional experience, including at least 5 years in a client-facing leadership capacity.
- Proven expertise in managing large, complex, strategic client relationships.
- Ability to thrive in a fast-paced, collaborative team environment.
- Experience in building and nurturing relationships with primary client contacts.
- Willingness to attend client meetings in a professional capacity.
- Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
- Strong organizational skills and creativity in preparing client presentations.
- Demonstrated experience in managing complex employee benefits accounts.
- Excellent customer service and communication skills, both verbal and written.
- Possession of a valid driver's license and access to reliable transportation.
- Life & Health Producer license; consulting license preferred.
