Account Manager

The Account Manager is responsible for managing and supporting a designated block of accounts, delivering an exceptional client experience through strategic collaboration and proactive execution.

Requirements

• Handle day-to-day account management responsibilities in a proactive and timely manner ensuring client needs are met
• Collaborate with internal team members to deliver an exceptional client experience
• Coordinate client meeting logistics throughout the year and document notes/actionable items
• Accountable for the preparation of materials, presentations, reports and other identified deliverables for client meetings
• Facilitate service level requests to the Solutions Team clearly and effectively
• Manage policy renewals
• Initiate proactive renewal review
• Establish and maintain renewal timelines
• Assist with renewal negotiation
• Ensure consistent and thorough delivery
• Create financial analysis spreadsheets to clearly and accurately compare benefit options
• Request and prepare quoted benefit options from carriers
• Where applicable, request, review, and deliver plan level reporting data to appropriate contacts on a monthly, quarterly, and annual basis as required
• Track and effectively document workflow via CRM policies, activities, and case management
• Stay current on industry standards, trends, and products
• Build and maintain carrier relationships with an understanding of current product portfolios
• Act as a liaison for the client/carrier relationship
• Assist with monitoring plans to ensure compliance with federal and state laws including but not limited to HIPAA, ERISA, COBRA, FMLA and the Affordable Care Act

Benefits

• Health, dental and vision coverage
• Employer-paid short-term and long-term disability
• Basic life insurance
• 401(k) with match