Sales - Rep, Sales Account Service II (Account Manager II)

Job Description

Job Description

Sales - Rep, Sales Account Service II (Sales Account Manager II)

This position is a critical resource within the Account Management Team providing consultative expertise on benefits, products, and capabilities to clients. Responsible for promoting and reinforcing new and existing products or services through the development and delivery of tactical marketing and communication initiatives. The Account Manager I is directly responsible for aggressively growing group enrollment by marketing to the client's employee base. Builds and maintains effective long-term relationships and a level of satisfaction with key senior-level decision makers and influencers assigned to a group of strategic clients.

ESSENTIAL FUNCTIONS:
Directly responsible for aggressively growing and retaining group enrollment by acting as the primary point of contact, leading benefit interpretation, claims analytics, and issue resolution for clients HR staff, brokers, and consultants on behalf of the organization. Requires discretionary judgement to deliver superior client experience, traveling to in and out of state locations to meet client requirements and expectations. They are an integral partner of the account management team for new and renewing business, in sales strategy and benefit design modeling. Utilizes benefit expertise, business acumen and knowledge base as a tool set to resolve client requirements and issues.

Builds and maintains an active and strong cultivated relationship with client, acting independently as a trusted advisor. Collects and analyzes data concerning consumer behavior to understand and share changing needs. Applies superior communication, analytical, and problem-solving skills to resolve or triage inquires to the respective business partners within the company. Owner for documenting, tracking, coordinating, and closing account issues and communicating results back to client.

Participates in benefit analysis and development of structured programs to engage members, including open enrollment strategy, wellness services deployment, implementation oversite acting in a consultative role to strengthen relationships and maximize value realization on behalf of client.

Partners with Account Manager II and III in conducting nationwide employer and employee educational and communication meetings in person and virtually. Partners with onboarding and account management team to assist with providing an exceptional client experience during new business implementation and renewing account retention.

Reinforces with clients, understanding of legal developments and/or changes with regulations related to insurance carriers and Federal and State laws affecting clients, policies, and procedures to insure compliant administration of benefit programs.

SUPERVISORY RESPONSIBILITY: Individual Contributor -

SCOPE
Freedom to Act
Work is accomplished with moderate supervision. Follows established and detailed directions. Work is reviewed for accuracy and overall adequacy.

Problem Complexity and Problem Solving Timeframes
Provides resolution to an assortment of problems that are typically well defined, but some clarification or judgment is required to determine action, as additional information about the problem / task is discovered. Uses judgment within defined practices / procedures to determine appropriate action. Problem/Task resolution timeframe: Inclusive of shorter timeframes, but the majority of tasks take up to several weeks to resolve.

Level of Supervision Received
Under general supervision, proceeds alone or regular duties, referring questionable cases to supervisor.

Impact
Failure to achieve results or erroneous judgments may require the allocation of additional resources to correct and / or achieve goals.

Contact with Others
Frequently inter-organizational and outside customer / vendor contacts. Part of a team who represents the organization. Monitors activities and communicates information across the organization

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education Level: Bachelor's Degree

Education Details:

Experience:

In Lieu of Education
In lieu of a Bachelor's degree, an additional 4 years of relevant work experience is required in addition to the required work experience.

Preferred Qualifications
3 years experience in sales, sales support, implementation, benefit administration, service or account management

Knowledge, Skills and Abilities (KSAs)
Superior communication skills and knowledge of employee benefits issues necessary to effectively communicate with clients, insurance carriers and prospects concerning employee benefit lines of coverage., Proficient
Ability to problem solve, strong organizational skills, detail oriented, responsive and self-motivated, works independently as well as part of a team., Proficient
Proficiency with Microsoft Word and Excel is required, basic working knowledge of PowerPoint preferred., Proficient
Knowledge of insurance information, technology and new legislation, Proficient

Licenses/Certifications
Current health and life license for respective jurisdictions is required.

Open Enrollment Skills
1. Benefit & Product Knowledge
2. Presentation & Facilitation
3. Clear Employee Communication
4. Q&A & Issue Management
5. Meeting Preparation & Execution Objective: Deliver a consistent, confident employee experience while ensuring accurate benefit education and effective issue escalation.

**Talteam Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.**