Account Manager; Group

Description Summary

Account Managers collaborate closely with Account Executives to implement and support client employee benefit strategies and programs. They take ownership of managing client service activities and ensuring the efficient day-to-day workflow for an assigned book of business. By building and nurturing strong client relationships, Account Managers play a vital role in delivering exceptional service and fostering client retention.

• Consistently adhere to high professional standards, exemplifying the company’s mission and core values in all daily activities.
• Maintain strict confidentiality regarding all information concerning clients, carriers, and other sensitive company related information.
• Exhibit leadership qualities and set a positive example for others, inspiring team members to excel and fostering a culture of continuous improvement.
• Demonstrate outstanding customer service skills both internally and externally through effective communication, respect, and integrity in all interactions.
• Demonstrate a proactive commitment to personal and professional development by actively seeking out and engaging in various learning opportunities. This includes participating in relevant training programs, attending workshops, seminars, and webinars, and regularly reading articles in industry publications to stay updated with the latest trends and best practices.
• Display a positive and respectful attitude while working collaboratively with colleagues, actively contributing as a team member to achieve departmental and company wide objectives.

• Collaborate with Account Executives to manage client relationships, providing exceptional service throughout all phases of the client lifecycle.
• Develop and execute strategic approaches for new and renewing benefit plans, including timelines, project plans, and presentations.
• Oversee and coordinate the renewal, RFP, and marketing process, ensuring carrier selection, plan design, and financial negotiations meet client needs.
• Partner with the Account Executive(s) to implement wellness programs and manage compliance requirements.
• Act as the main client contact for benefit-related inquiries, providing support for plan administration, claims, and compliance issues.
• Lead the preparation and delivery of client service plans, annual stewardship reports, and utilization or claim reporting.
• Coordinate and execute all aspects of Open Enrollment, including employee education presentations and the development of communication materials.
• Ensure accurate and timely delivery of carrier and compliance documents to clients, maintaining adherence to federal, state, and local regulations.
• Build strong relationships with carriers and vendors to secure optimal results for clients.
• Support client technology needs by collaborating with internal teams on benefit system implementations and renewals.
• Identify opportunities for upselling or cross-selling additional services to support account growth and retention.
• Stay informed on legislative and industry changes, educating clients on compliance and emerging trends.
• Act as a subject matter expert in at least one complex benefit topic, serving as a resource for the team and clients.
• Maintain accurate and organized client records and documentation within the Agency Management System.
• Participate in ongoing professional development and key departmental initiatives to enhance expertise and improve team outcomes.
• Perform other duties as assigned to meet department and client needs.

• Bachelor's degree in business, human resources, healthcare administration, or other related fields is preferred.
• A minimum of 5 years of relevant experience in the insurance industry, with a focus on employee benefits account management.
• Hold current and valid California Life/Health insurance license.
• Hold at least one professional designation, such as CEBS, GBA, REBC or other relevant programs or the ability and willingness to attain designation within 18 months.
• In-depth understanding of employee benefits insurance products, coverages, and policies.
• Excellent communication and…