Account Manager
- Maintain and grow assigned block of broker clients to maximize client satisfaction and strengthen personal and professional relationships.
- Provide prompt, efficient, high-quality service to our broker partners and clients.
- Must understand products to ensure the correct setup in the Benefit Administration systems and be able to assist with answering product questions.
- Develop, maintain, and maximize relationships with our broker partners, their clients, and our carrier partners.
- Serve as a technical resource and guide on ancillary lines of coverage for brokers, clients, and sales reps.
- Onsite meetings with brokers, their clients, and our carrier partners.
- Coordinate and conduct weekly book of business calls for your assigned Sales Representative and team.
- Facilitate new and renewal process to ensure Benefit Administration systems are set up for open enrollment and timelines are communicated to our broker partners.
- Manage all carrier and platform transitions.
- Assist with setting up Call Center for new and renewal cases.
- Manage connections and integrations as needed for all TPA and Hybrid groups.
- Train new group administrators on chosen Benefit Administration system during the implementation or renewal process.