Senior Account Manager

3 weeks ago


Newburyport, Massachusetts, United States Cross Insurance Full time
Job Title: Executive Senior Account Manager

The Cross Family of Agencies is seeking a highly skilled and experienced Executive Senior Account Manager to join our team. As a key member of our Employee Benefits division, you will be responsible for fostering and maintaining long-term relationships with our clients.

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 the client's behalf.
  • Oversee the overall management and oversight of assigned agency accounts.
  • Provide marketing and underwriting support for new and renewed 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.
Requirements:
  • A college degree with a minimum three years of experience in employee benefit account management.
  • Massachusetts agent's license in Health and Life.
  • Excellent communication skills to effectively interact with insurance companies, clients, and prospects.
  • A 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.
  • The ability to compose clear and accurate correspondence.
  • Creative and effective problem-solving skills.


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