Account Manager handling enterprise accounts and strategic growth for human risk management solutions. Leading renewals and expansions in partnership with Customer Success and Sales teams.
About the role
- Account Manager Support collaborating with Account Managers and Brokers in the service of employee benefits. Responsible for maintaining client relationships and managing administrative tasks for effective service delivery.
Responsibilities
- Supports the Account Manager on activities required for a smooth transition and/or implementation of new business.
- Manages escalated participant issues working directly with the insurance carrier/TPA regarding systemic or process issues.
- Focuses on administrative support of Account Managers.
- Maintains frequent contact with clients to assist with client needs and questions.
- Manages the delivery of services and the day-to-day client needs to retain accounts, to establish strong client relationships and achieve high levels of client satisfaction.
- Coordinates and manages projects and interactions with clients to address client needs.
- Performs detailed review of all client contracts, summary plan descriptions, insurance certificates, employee communications, and SBCs.
Requirements
- A state insurance license is recommended, not required.
- Proven use and understanding of Microsoft Office.
- Must be able to use Excel extensively in analysis and daily reporting of departmental goals.
- Technically savvy and proficient with ongoing improvements in enrollment processes.
- Keeps clients informed of legislative developments using internal and external resources.
- Sound reasoning and judgment
Benefits
- N/A
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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