Account Manager

3 weeks ago


Richmond, United States Digital Insurance LLC Full time

Our Newest Opportunity: 

The Account Manager is responsible for day to day management of their assigned book of business. The AM works closely and collaboratively with the internal service team, Benefits Consultants and/or Client Executives to ensure service deliverables meet and exceed client expectations. The AM serves as the clients’ main point of contact for any benefit- related service needs.

Responsibilities include:

Manages and maintains assigned book of business

Serves in an advisory capacity for clients;

Delegates work assignments to internal service team members

Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal process

Manages day to day client issues

Conducts needs analysis and strategy calls

Conducts enrollment meetings as needed

Conducts regular face-to-face meetings with clients

Advises clients in reducing costs while offering competitive benefits options

Assists clients with 5500 form filings, as applicable

Assists in growing the book of business through cross-sale opportunities when available

Builds relationships with clients through proactive communications

Communicates and educates clients on latest trends, concerns and changes in the industry

Effectively and efficiently manages complex accounts and high-level service deliverables

Provides leadership within the extended service team

Requirements Include:

Must be self-motivated and disciplined

Possess excellent written and verbal communication skills

Possess strong organizational skills

Must be very detail-oriented

Demonstrate leadership capabilities

Ability to work with clients at a strategic level

Ability to thrive in fast-paced environment

Experience:

3+ years’ experience in account management or in a consultative role, required

Prior experience in broker agency or benefit administration firm, required

Current Life and Health license, required

Thorough knowledge of health and ancillary products; required

Working knowledge of all Microsoft Office products; required

Familiarity and practical knowledge of quoting process and tools; preferred

Bachelor’s Degree, preferred

Experience with database applications, a plus.


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