Salary
💰 $110,000 - $120,000 per year
About the role
- · 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 needs analysis and strategy calls · Conducts enrollment meetings as needed · Conducts 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 · Builds relationships with clients through proactive communications · 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
Requirements
- · Must be self-motivated and disciplined · Possess excellent written and verbal communication skills · Possess strong organizational skills · Must be very detail-oriented · Demonstrate leadership capabilities · Ability to work with clients at a strategic level · Ability to thrive in fast-paced environment Experience: · 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 · Bachelor’s Degree, preferred · Experience with database applications, a plus.