Employee Benefits Account Manager
2 weeks ago
Employee Benefits Account Manager
Position Overview:
The Employee Benefits Account Manager will oversee critical relationships within our Major Accounts Division, engaging with both current and prospective clients on a daily basis. This role involves the development and execution of comprehensive employee benefits strategies tailored to our most intricate clients.
Key Responsibilities:
- Deliver high-level strategic guidance to complex clients, focusing on 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 contact for daily needs, 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 team to fulfill all client requirements. A successful Account Manager will bring confidence, experience, and insights to the team on how to best address the needs of both existing and emerging clients.
- Provide exceptional customer service to all clients, whether through phone, in-person meetings, email, or written communication.
- Evaluate client needs and offer recommendations on suitable coverage levels and products.
- Assist clients with necessary documentation, including consultations with their 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 and communication, periodically reviewing client needs and updating their records.
- Stay informed about all products and services provided by the agency.
- Participate in industry training programs as required.
Qualifications:
Education – Bachelor's Degree or equivalent experience.
Required Skills:
- Minimum of 10 years of experience, including at least 5 years in a client-facing leadership role.
- 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 be present at client meetings as needed.
- Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
- Creative and efficient in preparing materials for client presentations.
- Demonstrated experience managing complex employee benefits accounts.
- Strong customer service and communication skills, both verbal and written.
- Valid driver's license and reliable transportation.
- Life & Health Producer license; consulting license preferred.
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