Account Manager

• Support client retention by maintaining a positive image with clients
• Assist with creating open enrollment guides, finalizing client presentations for new business and renewal meetings, and gathering information related to underwriting, data analytics, marketing, and HR services
• Enter accurate client information into agency management system and export data as needed
• Obtain necessary information to prepare for RFP; Distribute RFP to identified markets and ensure RFP deadlines are met by carriers
• Prepare all required client facing proposal and documents for the Account Executive and assist in tracking data, changes, and client specific information
• Actively engage in learning; study industry trends
• Seek out self-directed learning to increase industry knowledge
• Maintain carrier updates and bulletins in a shared document environment
• Assists in coordinating and scheduling meetings with carriers as instructed by Account Executive
• Other duties as assigned.

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