Lead Account Manager – Small Group Benefits

Dayforce

Account Manager Lead responsible for overseeing customer service and new business efforts in Small Group Benefits. Ensures high satisfaction and retention of clients while leading the team effectively.

Posted 7/27/2026full-timeSpokane • California, Washington • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer service management, team leadership, and client relationship building, with a strong focus on training and mentoring Account Managers to achieve operational goals. Proficient in managing new business processes, vendor relationships, and ensuring compliance with agency management standards.

Highest-signal resume keywords

Customer Service ManagementTeam LeadershipTraining and MentoringClient Relationship ManagementMicrosoft Office Suite Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Bachelor's DegreeSeven Years of ExperienceContinuing Education CompliancePolicy Provision ReviewBenefit Coverage NegotiationNew Business ProcessingVendor Account ManagementData Integrity Compliance

Soft Skills

Excellent Communication SkillsLeadership SkillsProblem Solving SkillsTime Management SkillsTeamwork Ability

Industry Keywords

Client Benefit InquiriesRenewal StrategyMarket SolicitationExecutive BenefitsEscalated Service Issues

About the role

Key responsibilities & impact

Responsible for providing customer service and overall service of assigned customers and/or policies
Soliciting of new business on existing accounts
Support of Producer-led new business efforts
Lead the team to ensure that business goals are met and operations run smoothly
Assist department leaders with any required support of the team, such as training
Provide full-service for select producers including plan changes and questions from groups
Review renewals and provide renewal and template letter to agent/AM
Market the group depending on rate increase
Foster and manage overall relationship with clients ensuring retention of executive benefits book of business and high satisfaction
Handle escalated matters, answering questions, delegating tasks, and overseeing tasks/projects
Develop training materials for the Account Managers
Train and mentor Account Managers to achieve department objectives
Review client team’s illustrations
Select markets for solicitation
Review coverage contracts for accuracy of policy provisions
Meet with clients for pre-renewal strategy, proposal delivery and explanation
Conduct client meetings and answer questions regarding benefit coverage
Negotiate with markets for benefits premium concessions
Ensure client team handles client benefit inquiries and manages team to effectively service clients; resolves escalated service issues
Manage new carrier and plan implementations for book of business; ensure team prepares reports and reviews for accuracy
Process and follow up on new business
Meet with clients as needed or directed by Producer
Act as a liaison between local office and corporate departments such as Accounting, IT and Facilities
Manage office vendor relationships including vendor account management and procurement
Collection of fees, reconciliation, and resolution of any outstanding balances within 60 days of invoicing date
Comply with agency management system data standards and data integrity

Requirements

What you’ll need

Bachelor's Degree or equivalent combination of education and experience
Seven (7) or more years of related work experience
Must continue to meet Continuing Education requirements for license renewal
Encouraged to complete Career Path requirements as communicated by supervisor
Excellent verbal and written communication skills
Excellent customer service skills, including telephone and listening skills
Good leadership, problem solving and time management skills
Ability to work within a team and to foster teamwork
Ability to prioritize work for multiple projects and deadlines
Ability to train and mentor others
Proficient in Microsoft Office Suite