Account Manager

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

📋 Description

• Oversees and manages an assigned portfolio of business, which includes RFP activities, client implementations, and addressing escalated service issues.

• Acts as a consultant for clients in collaboration with Benefits Consultants and Client Executives on specific group opportunities.

• Handles the creation and marketing process of RFPs, including organizing all ancillary quotes in spreadsheets.

• Assigns tasks to internal service team members as needed, ensuring follow-up and coordination of outcomes for clients.

• Manages the sold case process for all accounts under management.

• Assists the broker with both online portal and paper submissions for each carrier's implementation, providing updates on status, completion, and next steps.

• Cultivates relationships with brokers through proactive communication.

• Informs and educates brokers about the latest trends, concerns, and changes in the ancillary industry.

• Guides clients in cost reduction while providing competitive benefits options.

• Aids in expanding the portfolio through cross-selling opportunities when applicable.

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

• Provides leadership within the extended service team and exhibits a strong sense of ownership.

⛳️ Requirements

• Minimum of 3 years’ experience in account management or a consultative position.

• Strong organizational abilities are essential.

• Must be self-driven and disciplined, demonstrating a strong sense of ownership.

• Excellent written and verbal communication skills are required.

• Attention to detail is crucial.

• Must exhibit leadership qualities and a collaborative attitude.

• Ability to succeed in a fast-paced environment while managing competing priorities.

• Proficiency in all Microsoft Office products is required.

• Familiarity with the quoting process and tools is preferred.

• A Bachelor’s Degree is preferred.

• Experience with database applications is a plus.

🏝️ Benefits

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

• Reimbursement for job-related expenses as per company policy.

• Employee perks and discounts.

• Health, wellbeing, retirement, and other financial benefits.

• Paid time off.

• Overtime pay for non-exempt employees.

• Comprehensive learning and development programs.