CapEd Account Manager handling assigned book of business for CapEd. Collaborating with internal teams and advising clients on benefit-related services.
Responsibilities
Manages and maintains assigned book of business
Serves in an advisory capacity for clients
Delegates work assignments to internal service team members
Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal process
Manages day-to-day client issues
Conducts need analysis and strategy calls
Conducts Open Enrollment meetings
Conduct 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
Build relationships with clients through proactive communication
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
Assists onboarding new CapEd clients
Provides direct support in planning CapEd Annual meeting
Support, lead, and collaborate with CapEd team on new initiatives and risk management strategies
Requirements
3+ years’ experience in account management or in a consultative role, required
Prior experience in broker agency or benefit administration firm, required
Current Life and Health license, required
Thorough knowledge of health and ancillary products; required
Working knowledge of all Microsoft Office products; required
Familiarity and practical knowledge of quoting process and tools; preferred
Creator Partnerships role in Binance Accelerator Program aimed at supporting crypto content creators. Focus on onboarding processes, performance analysis, and event planning within the growing Web3 space.
Account Manager role at Peoples Post focusing on client satisfaction and revenue growth. Responsibilities include onboarding, performance analysis, and strategic client communication.
Account Manager with 5 years experience in HR market, developing client relationships and identifying growth opportunities. Leading contract negotiations and performance reporting in a hybrid work environment.
Senior Projektmanager managing three client accounts in Köln for an effective marketing agency. Leading projects with a focus on structured execution and quality assurance in a fast - paced environment.
Account management professional at Uncountable focusing on customer relations and strategic partnerships across large organizations. Responsible for driving renewals, expansion, and advocacy in a fast - paced startup environment.
Junior Public Relations Manager at Kruger Media GmbH focusing on creative storytelling and PR campaigns for various clients. Engage with journalists and enhance brand reputation through strategic communication.
Strategic Account Manager driving Go To Market strategy for Cardiologs in EMEA+ & NAM markets. Building relationships with Strategic Accounts and supporting Philips' sales team in healthcare solutions.
Intern assisting high - profile creators in account management at Jellysmack. Support creators and enhance satisfaction while collaborating with Account Managers.
Join Jellysmack's Account Management team helping creators succeed across social platforms. Drive strategic partnerships, outreach, and business growth with creators.