Account Manager

This is a fully remote position, open to applicants in California.

📋 Description

• Oversees and sustains a designated portfolio of clients.

• Acts as a consultant for client needs.

• Assigns tasks to internal service team members.

• Directs the renewal process and benefits strategy, working closely with Client Executives as necessary.

• Addresses daily client concerns.

• Performs needs assessments and strategic discussions.

• Facilitates enrollment meetings as required.

• Holds regular face-to-face meetings with clients.

• Guides clients in minimizing expenses while providing competitive benefit options.

• Manages compliance-related responsibilities for assigned clients.

• Aids in expanding the client portfolio through available cross-sale opportunities.

• Cultivates client relationships via proactive communication.

• Informs and educates clients on emerging trends, issues, and changes within the industry.

⛳️ Requirements

• Minimum of 3 years' experience in account management or a consultative role.

• Previous experience in a broker agency or benefits administration firm.

• Valid Life and Health license.

• Comprehensive understanding of health and ancillary products.

• Proficient in all Microsoft Office applications.

• Familiarity with the quoting process and relevant tools (preferred).

• Bachelor's Degree (preferred).

• Experience with database applications (a plus).

🏝️ Benefits

• Health, pharmacy, short and long-term disability, vision, dental, and other insurance offerings.

• Variable compensation, commission, and/or annual bonus based on individual performance.

• Reimbursement for job-related expenses in accordance with company policy.

• Employee benefits and discounts.

• Comprehensive learning and development programs.