Account Manager

• The Account Manager (AM) supports the sales and client management staff with group enrollment, renewal processes and additional administrative functions designed to improve and enhance workflows, timeliness, and client responsiveness.
• Works closely and collaboratively with the internal service teams, Benefits Consultants, Sr. Account Mangers, and/or Client Executives to ensure service deliverables meet and exceed client expectations.
• Serves as the clients’ main point of contact for service needs.
• Manages day-to-day tasks related to the development and deployment of client employee benefit packages
• Completes and/or coordinates quotes and proposals for all new and renewal business
• Assists with renewals and new business applications
• Assists with communications, follow-up and distribution of applications to carriers
• Monitor and maintain the Client D365 Mail Folder
• Collects missing information from groups and sends approval letters to clients
• Updates census, policy information and commissions for all accounts and policies in Microsoft D365
• Attaches applications to appropriate client file in Microsoft D365
• Assists in preparation for open enrollment meetings; may be asked to facilitate as needed
• Coordinates presentation materials, and processes all outgoing packages, shipments, mail, etc. for assigned book of business
• Support client relationships through the development of proactive communications
• Comfortable conducting client education and service transactions via email and telephone
• Assists clients with 5500 form filings, as applicable
• May be required to travel for training or conference, which may require overnight stay.

Account Manager

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