The Account Manager will be the primary service contact for an assigned book of business and develop a strong working relationship with both the clients and carriers.

Responsibilities

Responsible for implementing new client launches including carrier involvement, communications campaign, employee correspondence, implementing and adhering to a project timeline, communicating program specific to client and information exchange(file transfers, enrollment systems, etc).
Responsible for routine service, which includes the development and execution of service schedule, participation reporting (if relevant), and coordinating questions/initiatives with the client and carriers, conducts surveys.
Meets with clients alone or in conjunction with Account Executive or Unit Leader according to standardized client meeting schedules.
Conducts all marketing efforts as assigned by unit.
Reviews agreements and/or documents such as employee booklets, carrier contracts, etc.
Responsible for explaining new benefit offerings and communication strategies to existing clients.
Develops prospective client proposals.

Requirements

Minimum of a Bachelor's Degree in a business related field and/or equivalent experience in the insurance industry.
At least 3 years’ experience in the insurance industry, specifically in the employee benefits area is required.
Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives.
Advanced working knowledge of Microsoft products (Word, Excel, Outlook, PowerPoint, Access) or similar software applications.
Demonstrated presentation skills including preparation and execution.
Strong project management and organizational skills.
Excellent customer service skills, with the ability to develop sound relationships with multiple clients.
Ability to interact with vendors effectively.
Good working knowledge of financial arrangements and products available to clients.

AI Proficiency Required: Intermediate: candidates should be able to:

Effectively use generative AI tools for research, analysis, communication, and workflow optimization.
Validate AI-generated outputs for accuracy and appropriateness.
Apply sound judgment regarding data privacy, security, and regulatory requirements.
Identify opportunities to improve team effectiveness through responsible use of AI.

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