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Senior Account Manager (Employee Benefits) at Greene Resources

Senior Account Manager (Employee Benefits)

Greene Resources Raleigh, NC (Onsite) Full-Time
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Job Number: 45809


Senior Account Manager (Employee Benefits)


Job Description:

Our client, one of the nations leading benefits brokerages, is seeking a new Senior Account Manager in Coral Gables, FL! 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:


  • Manages and maintains assigned book of business

  • Serves in an advisory capacity for clients;

  • Delegates work assignments to internal service team members

  • Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal process

  • Manages day to day client issues

  • Conducts needs analysis and strategy calls

  • Conducts enrollment meetings as needed

  • Conducts regular face-to-face meetings with clients

  • Advises clients in reducing costs while offering competitive benefits options

  • Assists clients with 5500 form filings, as applicable

  • Assists in growing the book of business through cross-sale opportunities when available

  • Builds relationships with clients through proactive communications

  • Communicates and educates clients on latest trends, concerns and changes in the industry

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

  • Provides leadership within the extended service team


Education Requirements:


  • Bachelor's Degree, preferred


Desired Background/Skills:


  • Must be self-motivated and disciplined

  • Possess excellent written and verbal communication skills

  • Possess strong organizational skills

  • Must be very detail-oriented

  • Demonstrate leadership capabilities

  • Ability to work with clients at a strategic level

  • Ability to thrive in fast-paced environment


Qualifications:


  • 5+ years? experience in account management or in a consultative role, required

  • Prior experience in broker agency or benefit administration firm, required

  • Current Life and Health license, required

  • Thorough knowledge of health and ancillary products; required

  • Must have exceptional Excel skills

  • Must have 215 license and self funding experience

  • Working knowledge of all Microsoft Office products; required

  • Familiarity and practical knowledge of quoting process and tools; preferred

  • Experience with database applications, a plus.


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

Full-Time

Location

Raleigh, NC (Onsite)

Job Type

Accounting

Experience

Not Specified

Date Posted

05/05/2023
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Think you're the perfect candidate?
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