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The Account Advisor will be responsible for partnering with sales and account associates in the growth and retention of existing accounts. This role is exclusive to our Labor & Trust team.
Job Responsibility:
Build relationships internally and externally to meet client needs and understand priorities
Manages high profile sales, claims, and benefit issues by researching, resolving and responding to accounts, members, and brokers
Conducts and facilitates meetings with clients to educate, promote, persuade, and drive opportunities for additional growth and product sales
communicates with internal partners to assist with upselling
Responds to request for proposal (“RFP”) in coordination with sales support
Collaborates with internal stakeholders to meet and exceed client expectations
Utilizes internal and external client reporting
Respond directly to client on the behalf of strategic account associates as needed
Mentors and coaches team members while acting as subject matter experts on processes
Completes projects outside the department on matters of significance with the authority to represent the department
Assists with competitive situations within assigned accounts or group market, analyzes information, and develops proposals and execution plans to management
Requirements:
Requires a BA/BS and a minimum of 4 years of related experience
or any combination of education and experience which would provide an equivalent background
Sales license required or the ability to obtain within 60 days of hire
Nice to have:
Knowledge and experience in working with insurance products and services, as well as experience in the labor and trust markets preferred
Strong organizational skills to manage time efficiently, handle multiple responsibilities, and meet deadlines effectively, preferred
Strong analytical and decision-making abilities to research and resolve high-profile sales and claims issues, preferred
What we offer:
comprehensive benefits package
incentive and recognition programs
equity stock purchase
401k contribution
merit increases
paid holidays
Paid Time Off
incentive bonus programs
medical, dental, vision, short and long term disability benefits