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The SISCO Account Manager serves as the primary point of contact for assigned brokers and clients, ensuring their inquiries are addressed promptly and accurately. This role requires close collaboration with internal departments within SISCO, including Customer Service, Implementation, and Enrollment, to provide high-quality service and facilitate the effective handling of client requests, including standard and non-standard reporting needs.
Job Responsibility:
Deliver exceptional service to clients, including prompt responses to inquiries, analysis of plan performance, regular review sessions, and implementation of innovative strategies as appropriate
Facilitate the renewal process for various coverage types, ensuring all associated reporting is completed and delivered to relevant parties at least 90+ days prior to client renewal
Act as the central gatekeeper for all information pertaining to client renewals or mid-year changes, distributing collected information to relevant departments (e.g., Accounting, Admin staff, Stop Loss, Customer Service) and addressing any additional information needs
Lead virtual and in-person meetings with clients and/or brokers to provide Open Enrollment support and collaborative renewal discussions
Requirements:
Strong verbal and written communication skills
Proficiency in Excel
High responsiveness to client inquiries
Ability to develop and deliver presentations in group settings
Strong interpersonal skills to build trust-based relationships with clients
Excellent problem-solving and cost-analysis abilities
Ability to work effectively with teammates and demonstrate professionalism in language and behavior