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Account Manager at Greene Resources

Account Manager

Greene Resources Scottsdale, AZ Full-Time
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Job Number: 45521

Account Manager

Job Description:

Our client, one of the nations leading benefits brokerage firms, is looking for a new account manager to join their team! The Account Manager position is responsible for proactively managing client service, renewal activities, and administration of products for our clients. Account Managers serve as primary day-to-day contact for clients.


  • Responsible for the day-to-day management of Benefits accounts

  • Develop solid partnerships with clients HR managers and other support staff; manage service issues, research problems, present and implement effective, timely solutions

  • Assist in preparing bid specifications for Requests for Proposal (RFPs)

  • Obtain necessary census and historical data for bid process

  • Develop knowledge of carriers and products offered

  • Analyze quotes and offer advice on competitive carriers/products

  • Negotiate with insurance carrier representatives and underwriters upon request

  • Prepare client proposals for approval, proof all proposals for accuracy, and attend client meetings and presentations

  • Manage implementation of new lines of coverage and carrier changes and ensure smooth launch/transition; complete all new/renewal business paperwork and internal documentation

  • Prepare employee communications materials such as brochures, flyers, and payroll stuffers

  • Conduct group education and enrollment meetings at client sites or via webinar as required

  • Proof booklets and contracts for accuracy

  • Report inaccuracies to the carrier(s) for correction

  • Request Schedule As for clients IRS Form 5500 filings and facilitate signature-ready Form 5500s

  • Notify clients of legislative and regulatory changes and assist the client in understanding how the issues apply to them

  • Responsible for electronic file set-up and maintenance, along with ongoing filing and documentation of client meetings/issues/decisions

  • Plan, prioritize and complete day-to-day workload taking into account new business, renewal business, and daily service responsibilities for the accounts assigned promptly, ensuring internal/external deadlines are met

  • Conduct all business following established policies and procedures

  • Attend onsite and offsite client meetings as necessary

Education Requirements:

  • High School Diploma or GED

Desired Background/Skills:

  • Some college or technical training in related discipline

  • Continuing education such as RHU, REBC, CEBS, or CBP

  • Experience using Zywave

  • Experience using Employee Navigator


  • 2+ years in group benefits with at least 1+ years in an Account Manager or similar level role

  • Licensed in Arizona Health, Life, and Disability

  • Ability to develop and work with mathematical formulas

  • Ability to effectively communicate, both written and verbally, with internal and external parties

  • Ability to conduct education and enrollment meetings (comfortable with public speaking)

  • Excellent time management, organizational, and multi-tasking skills with great attention to detail

  • Ability to build and maintain effective relationships with clients, carriers, and peers

  • Ability to work independently and in cross-functional teams

  • Proficiency in Microsoft Office Products (Outlook, Word, Excel, PowerPoint)

Other Information:

    Greene Resources is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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Job Snapshot

Employee Type



Scottsdale, AZ

Job Type

Business Opportunity, Human Resources, Insurance


Not Specified

Date Posted

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