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Responsible for account management duties, and business retention metrics for products and services while in support of profitable growth and other business objectives. Supports the strategic business plans for accounts and brokers focusing in on member retention, service clients, and achievement of financial goals.
Job Responsibility:
Manages a portfolio of client accounts in conjunction with an Account Director, ensuring high levels of customer satisfaction, retention, and account growth
Compiles complex client data, that will focus on account performance to identify opportunities for upselling products
Assist the Account Director with account plans and strategies to maximize revenue, mitigate risks, and achieve account growth targets
Participates in routine business reviews with clients, discussing performance metrics, identifying areas for improvement, and making recommendations to optimize account outcomes
Collaborates with internal stakeholders to align account strategies, deliver value-added solutions, and enhance customer experience
Provide business support for client presentations, RFP's, renewals, and reports to showcase account performance, highlight opportunities, and drive engagement
Performs account management and customer support, addressing client inquiries, resolving issues, and ensuring a smooth and positive client experience
Collaborates with cross-functional teams to ensure timely and accurate delivery of client issues while meeting client expectations and driving customer satisfaction
Identifies and assesses risks within client accounts, helps develop mitigation strategies and action plans to proactively address challenges and ensure long-term success with assigned customers
Requirements:
2+ years work experience in employee benefits industry, account management or customer service experience
Working knowledge of problem solving skills
Excellent verbal and written communication skills
Availability to travel up to 10% (possible out of state travel)
Bachelor's degree preferred and/or relevant work experience
Nice to have:
Experience with Self-funded accounts
An active resident insurance producer license, as required by state law or the ability to obtain an insurance producer license within 60 days of start date
Stop Loss background
What we offer:
Affordable medical plan options
401(k) plan (including matching company contributions)
Employee stock purchase plan
No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching