Senior Employee Benefits Account Manager

Responsibilities Responsible for day to day management of assigned book of business Works closely and collaboratively with internal service team, Benefits Consultants, and/or Client Executives Manages and maintains assigned book of business Serves in an advisory capacity for clients Delegates work assignments to internal service team members 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 5+ years’ experience in account management or in a consultative role Prior experience in broker agency or benefit administration firm Current Life and Health license Thorough knowledge of health and ancillary products Working knowledge of all Microsoft Office products Familiarity and practical knowledge of quoting process and tools Bachelor’s Degree preferred Experience with database applications is a plus Core Competencies Demonstrates expertise in account management and client advisory services, with a strong focus on health and ancillary products. Proven ability to build client relationships, manage complex accounts, and lead internal service teams effectively. Hard Skills Needs Analysis Enrollment Meetings 5500 Form Filings Quoting Process Database Applications Soft Skills Proactive Communication Relationship Building Leadership Certifications & Qualifications Life and Health License Tools & Technologies Microsoft Office #J-18808-Ljbffr Jobtailor