PACE Consulting, LLC

Account Manager

• Prepare renewal packages, marketing submissions, and benefits summaries
• Track and maintain client plan data, including employee changes and enrolments
• Respond to client and carrier inquiries promptly and professionally
• Ensure all client documentation is current, accurate, and compliant with best practices
• Use our CRM and internal tools to manage workflows and deadlines
• Support the preparation of proposals and client presentations
• Attend in-person and virtual client meetings alongside Sr. Account Managers
• Provide exceptional service to help retain and strengthen client relationships
• Proactively flag issues or follow-ups, taking ownership of tasks when appropriate
• Participate in webinars and industry events to stay current
• Assist with additional client service and administrative tasks as needed

Junior Account Manager – Group Benefits

Business Development Rep

• Drive new business by making outbound calls to qualified prospects using leads provided by PACE
• Operate in a outbound environment, with daily call expectations and performance targets.
• Generate interest, uncover decision-making criteria, and book qualified meetings for our Advisors
• Learn to identify key details about a prospect’s benefits landscape; group size, renewal dates, current carriers and use that info to strengthen the sales funnel
• Build relationships with decision-makers through strategic outreach and professional follow-ups
• Consistently achieve weekly activity and meeting benchmarks with the support of coaching and sales leadership
• Keep your pipeline and activity clean and organized using our CRM system

Junior Account Manager – Group Benefits

Business Development Representative