Senior Account Manager

Job Number: 48147

Senior Account Manager

Job Description:

The Sr. Account Manager is responsible for day to day management of their assigned book of business. The AM works closely and collaboratively with the internal service team, Benefits Consultants and/or Client Executives to ensure service deliverables meet and exceed client expectations. The AM serves as the clients? main point of contact for any benefit- related service needs.

Responsibilities:

• Manage and maintain an assigned book of business.

• Serve in an advisory capacity for clients.

• Delegate work assignments to internal service team members.

• Collaborate with Benefits Consultants and/or Client Executives to oversee the entire renewal process.

• Handle day-to-day client issues and inquiries.

• Conduct needs analysis and strategy calls.

• Lead enrollment meetings as necessary.

• Regularly conducts face-to-face meetings with clients.

• Advise clients on reducing costs while offering competitive benefits options.

• Assist clients with 5500 form filings, when applicable.

• Identify and pursue cross-sale opportunities to grow the book of business.

• Build strong relationships with clients through proactive communication.

• Educate clients on the latest industry trends, concerns, and changes.

• Effectively manages complex accounts and high-level service deliverables.

• Provide leadership within the extended service team.

Education Requirements:

• Bachelor's Degree preferred.

Desired Background/Skills:

• Demonstrate strong organizational skills and attention to detail.

• Possess excellent written and verbal communication abilities.

• Show self-motivation, discipline, and leadership capabilities.

• Thrive in a fast-paced environment.

• Ability to work with clients at a strategic level.

Qualifications:

• 5+ years of experience in account management or a consultative role required.

• Prior experience in a broker agency or benefit administration firm is necessary.

• Current Life and Health license is required.

• Thorough knowledge of health and ancillary products is essential.

• Proficiency in Microsoft Office products is required.

• Familiarity with quoting processes and tools is preferred.

• Experience with database applications is a plus.

Other Information:

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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.