Account Manager | Employee Benefits

#LI-KW1 #LI-Hybrid Essential Functions and Primary Duties * Provide service delivery to an assigned block of clients * Resolve moderately complex* customer service problems directly * Act as an outward-facing, dedicated resource for assigned accounts, direct client contact on assigned accounts * Build relationships with employer/group clients and serve as the primary point of contact for overall and day-to-day service delivery * Represent client internally and coordinate with other functions to implement client systems, complete projects and address ongoing service needs * Escalate client concerns when appropriate * Assist client services management in conducting client meetings as needed * Inputs data into appropriate software for vendors/carriers/clients within required timeframe * Coordinate employee communications for enrollment * Participate with new client set-up, renewals, and open enrollment meetings * Establish and preserve a solid business rapport with clients and vendors * Discuss with clients applicable legislation and market trends * Ensure that all internal controls and procedures are followed * Generate client interest in additional lines of coverage * Additional responsibilities as assigned * May provide guidance and direction to less experienced client service staff * Travel to clients as needed * Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency and volume or size. Preferred Qualifications * Bachelor's Degree * Life, Accident and Health Insurance License * Excellent Excel skills Minimum Qualifications * High School Diploma or GED required * 3 to 5 years customer service experience in the insurance industry required * Must maintain current required licenses and certifications relevant to field of expertise * Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally * Effective customer service skills * Proficient use of applicable technology * Ability to work in team environment as well as independently * Must be able to travel based on client and business needs

Created: 2026-04-02