ACCOUNT MANAGER

Job summary

The Account Manager is responsible for managing a portfolio of small business group benefits accounts and cultivating long-term relationships with Advisors and clients. Key duties include monitoring utilization trends, leading renewal meetings, and ensuring high levels of client satisfaction and retention.

Job details

The Account Manager is responsible for managing a portfolio of small business group benefits accounts and cultivating long-term relationships with Advisors and clients. Key duties include monitoring utilization trends, leading renewal meetings, and ensuring high levels of client satisfaction and retention. Candidates need 3-5 years of experience in account management, group benefits, or insurance, with strong analytical and communication skills. An LLQP license and GBA designation are preferred.

What you’ll do

The Account Manager is responsible for managing a portfolio of small business group benefits accounts and cultivating long-term relationships with Advisors and clients. Key duties include monitoring utilization trends, leading renewal meetings, and ensuring high levels of client satisfaction and retention.

Requirements

Candidates need 3-5 years of experience in account management, group benefits, or insurance, with strong analytical and communication skills. An LLQP license and GBA designation are preferred.

Listed skills

• Customer service · Preferred
• Organization · Preferred
• Financial Reporting · Preferred
• Account Management · Preferred
• Negotiation · Preferred
• Communication · Preferred
• Group Benefits · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Account Management
• Group Benefits
• Insurance
• Negotiation
• Analytical Skills
• Influencing Skills
• Customer Service
• Relationship Management
• Financial Reporting
• Plan Design
• Communication
• Organization

Job areas

• Sales
• Healthcare
• Customer Service & Support
• Finance & Accounting
• Management & Leadership

More jobs from GreenShield