Senior Account Manager - Health and Benefits
The Jacobson Group
Job Description:
Our client is seeking a Senior Account Manager to manage and nurture relationships with clients and brokers throughout the account lifecycle. This role serves as the primary point of contact for health coverage and insurance plans while supporting prospecting, sales, onboarding, account servicing and renewals. The position provides personalized service, addresses client needs and collaborates with internal teams to deliver effective plan solutions. This role is hybrid 3 days on-site in Romeoville, IL.
Responsibilities:
- Develop new accounts, originate leads and promote or cross-sell applicable company products.
- Build and maintain long-term relationships with clients and brokers by understanding needs and delivering tailored solutions.
- Manage client accounts through regular communication including on-site visits, email, phone and video meetings.
- Answer questions, introduce products and services, present renewal options and negotiate service renewals.
- Provide and attend open enrollment and participant meetings to educate participants and support client needs.
- Serve as the primary liaison among management, internal teams, clients and brokers.
- Resolve inquiries and recommend plan designs and programs that meet client needs and manage costs.
- Monitor competition and develop marketplace strategies in collaboration with management and underwriting.
- Generate sales through referrals, telephone canvassing, on-site visits, direct mail, email and networking.
- Support sales and retention of existing accounts through consultative selling and high-quality service.
- Maintain accurate client and prospect records to support account activities and reporting needs.
- Maintain current knowledge of healthcare benefits, healthcare reform and industry trends through continuing education and professional development.
Requirements:
- 7+ years of proven experience in account management, client services or sales
- Experience in the health insurance or healthcare industry (preferred)
- Knowledge of health and welfare benefit coverages, designs and funding
- Bachelor's degree in business, healthcare administration, communications, marketing or a related field (preferred)
$100.1k - $185.9k
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