Account Manager managing a book of business, providing operational and administrative support to clients. Focused on renewing memberships and growing accounts through effective relationship management and cross - selling.
About the role
- Senior Benefits Account Manager managing assigned client relationships at Diversified Insurance. Collaborating with the Benefits team for satisfactory account management and client retention.
Responsibilities
- Manage assigned clients, ensuring that a high level of customer retention and satisfaction is maintained.
- Engage with customers on a daily basis by reaching out to new clients, and by developing campaigns for maintaining customer loyalty.
- Manage the end-to-end renewal process for assigned clients in partnership with the Benefits Consultant and/or Producer.
- Marketing, analysis, and presentation for small group renewals.
- Evaluate client challenges and deliver effective timely solutions that align with client goals and expectations.
- Understands employee benefits, including plan designs, products, cross-selling opportunities, legislation, compliance, emerging trends and stay proactive through self-education.
- Participate in sales opportunities and promote the agency through networking, referrals, and client interactions.
- Contribute to team collaboration by offering support, sharing knowledge, and promoting a positive and productive environment.
- Attend and engage in external training sessions, carrier forums, compliance workshops, and vendor meetings to maintain knowledge and professional credentials.
Requirements
- Previous Employee benefits Account Management experience
- Bachelor's degree preferred
- Professional designation preferred
- Deadline and detail oriented with ability to manage multiple projects and deadlines
- Excellent written, verbal communication, and presentation skills
- Knowledge of Microsoft Office Products
- Internet navigation and research; strong analytical and problem-solving skills.
- Valid Maryland Life, Accident, and Health Insurance License (Required)
Benefits
- Health, Dental, Vision insurance
- Retirement plan
- Paid time off
- Flexible work arrangements after 90 days
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