As a member of the Sales and Account Management team, the Account Manager (AM) will support the sales and account management efforts of the sales team. The AM is a critical contributor to achieving a high level of client satisfaction while supporting the overall operational and technical initiatives of the department. The AM will manage the implementation and ongoing management of new and existing Group Insurance clients, which includes developing and managing project plans, coordinating internal resources including renewal negotiation and presentations. The AM will also support the sales team with new and existing client sales, collaborate on the RFP process, review client profitability and develop strategies to improve cross selling between affiliates.

• Serve as primary Group Insurance client contact and manage all related day-to-day client maintenance, implementation and renewal activities for multiple accounts of various complexities simultaneously
• Develop, implement and manage project plans outlining tasks, resources and timelines in collaboration with the client
• Define the client’s scope and effectively manage change and risks throughout the ongoing sales activities
• Coordinate and perform all tasks such as plan design, RFP’s, contracts, communications, training, testing enrollment, carrier files, payroll, billing and ongoing administration
• Develop renewal presentations including recommendations to improve participation, introduce new products and present annual evaluation trends
• Complete a revenue/expense analysis for each client to determine profitability/viability
• Track, summarize and deliver client expense and enrollment statistics
• Support new business activity with the creation of new client presentations, RFP’s and prospecting/selling, as needed
• Address any client or carrier issues, with urgency and in a timely manner to determine root cause while establishing proper resolution
• Support team members with quality checks of various documents, presentations, and files
• Create effective communication strategies and materials, such as newsletters, benefit/product summaries and benefit/product brochures
• Present at client meetings, HR Seminars and Benefit Fairs

Qualifications:

• Bachelor’s degree
• Life & Health License preferred
• Minimum of 3 years of account management, client service and/or project management experience in benefits brokerage and insurance, benefits consulting, or benefits administration is required
• Demonstrated Group Insurance Benefits knowledge
• Proven ability to successfully manage multiple projects of various complexity simultaneously, prioritize projects, achieve deadlines and operate in a fast-paced work environment
• Strong project management and client planning skills
• Proven ability to build rapport while providing superior customer service and maintaining positive relationships with internal teams and client contacts
• Disciplined in summarizing and reporting status/results regularly
• Strong organizational, analytical and strong attention to detail
• Excellent problem analysis, troubleshooting, problem solving and decision making skills
• Possess proactive mindset to seek information to create effective solutions
• Ability to present confidently and effective and think creatively
• Ability to effectively lead, influence and adapt quickly
• Skills in coaching, mentoring, teambuilding and motivating others
• Ability to work well independently and as a team member
• Excellent interpersonal, verbal and written communication skills
• Ability to follow through on and successfully execute tasks while adhering to specified quality standards
• Above average working knowledge in the Microsoft Suite – Word, Excel, Access, Power Point, Teams and Outlook

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Vision insurance

Schedule:

• Monday to Friday

Work Location: Hybrid remote in West Harrison, NY 10604

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