Job Number: 47216
Account Manager Job Description: Our client, a national benefits brokerage firm with locations in the Carolinas, is looking for an Account Manager to join their team! The person is this role is responsible for day to day management of their assigned book of business. Works closely and collaboratively with the internal service team, Benefits Consultants and/or Client Executives to ensure service deliverables meet and exceed client expectations. The Account Manager serves as the clients main point of contact for any benefit- related service needs.
Responsibilities: 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
Education Requirements: Bachelor's Degree, preferred
Desired Background/Skills: 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
Experience with database applications, a plus.
Qualifications: 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
Other Information: Greene Resources is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
