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Senior Account Manager

Greene Resources Cupertino, CA (Onsite) Full-Time
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Job Number: 47036


Senior Account Manager


Job Description:

Our client, a national benefits brokerage firm with locations in the Carolinas, is looking for a Senior Account Manager. The person in this role is responsible for day-to-day management of their assigned book of business. The Account Manager works closely and collaboratively with the internal service team, Benefits Consultants and/or Client Executives to ensure service deliverables meet and exceed client expectations. In addition, serves as the clients main point of contact for any benefit related service needs.


Responsibilities:


  • Manages and maintains assigned book of business.

  • 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.

  • 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:


  • Bachelors Degree preferred.


Desired Background/Skills:


  • Bilingual in English/Taiwanese or Mandarin highly preferred.

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

  • Prior experience in broker agency or benefit administration firm.

  • Current Life and Health license, required.

  • Thorough knowledge of health and ancillary products.

  • Working knowledge of all Microsoft Office products.

  • Familiarity and practical knowledge of quoting process and tools.

  • Experience with database applications is a plus.


Qualifications:


  • 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.


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

Cupertino, CA (Onsite)

Job Type

Business Development, Finance, Manufacturing

Experience

Not Specified

Date Posted

02/01/2024

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