Senior Account Manager
3 hours ago
The Senior Account Manager is a key member of our team, responsible for supporting Account Executives on an assigned book of business. This involves executing strategy deliverables for clients, working collaboratively with the Account Management Team, and assigning specific tasks to Account Managers as needed.
The incumbent is responsible for monitoring all tasks and deliverables, fielding client inquiries, and maintaining project plans. As the primary contact for our clients, the Senior Account Manager plays a critical role in managing day-to-day issue resolution.
Core Responsibilities- Establish strong relationships with clients and insurance carriers.
- Act as the primary contact for clients regarding all aspects of their employee benefits insurance plans.
- Marshal the appropriate resources to resolve client issues.
- Attend client meetings and serve as an additional source of consultation for the client.
- Demonstrated Group insurance expertise and superior level of knowledge when assisting clients with insurance plan questions and issue resolution.
The Senior Account Manager is also responsible for owning the development of Requests for Proposal (RFP) and Requests for Information (RFI), including coordination of insurance carrier proposals, preparation of Executive Summaries, timeline monitoring, and participation in the implementation process.
Additionally, the incumbent oversees the maintenance of current and historical plan designs, process maps, rates, plan documents, and other pertinent client information in Pacific Resources' client database to maintain the integrity and accuracy of the system.
Key skills required for this role include a Bachelor's degree, minimum 7 years of experience in a similar role at a comparable level in Group Insurance, and a high level of knowledge about the benefits we service, including short-term disability, long-term disability, leave programs, life insurance, AD&D, voluntary benefits, dental, and vision.
High level of technical knowledge in all components of contracts, plan design, claim processes, and vendor capabilities is also essential. Excellent interpersonal, verbal/written communication, and presentation skills are required, as well as proficiency in Microsoft Office applications.
The ideal candidate will be self-directed with a positive drive and approach, including the ability to work both independently and collaboratively in a virtual working environment. They must also be detail-oriented, have highly developed organizational skills, and be able to prioritize, handle multiple projects simultaneously, and manage strict deadline and turnaround time requirements.
Finally, the Senior Account Manager must be able to establish credibility at all levels of the organization and with clients through confident communications and actions based on integrity.
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