Position summary: This position is responsible for the overall strategic management with our current clientele. The primary objectives and goals of the position are to maintain our book of current clients (retention) and grow the business organically (sales), as well as mentor and develop their support team. Account Manager accomplishes this by bringing a consultative approach to our clients while supporting our existing clients with market, product, wellness and health care reform expertise.
Qualifications required:
Education and Experience:

• College degree
• Minimum of 3-5 years of business experience, Group Employee Benefits experience or Group Employee Benefits Account Management experience
• Industry experience is preferred

Licenses and Certifications:

• Resident life, Accident & Health License, per state requirements
• CEBS certification a plus

Responsibilities include:
Ø Retain and manage a book of business:

• Develop and manage client benefits strategy
• Develop and execute 1 year and 3 year client business plan
• Lead and negotiate renewal process
• Analyze client employee benefit products and recommend benefit solutions

Ø Develop and Apply market expertise

• Provide advice to clients regarding Health Care Reform
• Lead and develop strategy based on claims data analytics
• Listen and counsel on key compliance impacts including Health Care Reform 
• Stay informed on market trends and new product information
• Drive wellness strategy and initiatives with clients
• Manage projects as they pertain to company goals and vision
• Develop in-market tools based on individual expertise for clients and other Account Managers.

Ø Develop and maintain strong relationships

• Develop client and vendor relationships with key decision makers
• Act as liaison for client/carrier relationship
• Develop relationships with Wealth management counterparts for prospecting opportunities

Ø Manage/Mentor internal resources

• Manage internal resources to include Service Representatives and Financial Analysts who support client block of business

Be accountable for all client data to be current and actionable in all client management systems

• Pro-actively manage client inquiries via leveraging resources
• Knowledge, skills and abilities:
• Ability and awareness to create win/win relationships for the 5 C’s: Customer, Coworker, Company, Carrier, Community
• Ability to exhibit initiative and pro-active behavior style
• Ability to conduct work with strong personal and professional ethics and integrity
• Ability to motivate and develop a team both professionally and personally
• Ability to create customized solutions that address client concerns and problems
• Ability to prioritize and leverage resources including ability to delegate effectively and respectfully
• Ability to make recommendations both verbally and written
• Ability to make decisions
• Ability to build strong partnerships outside of internal resources
• Ability to demonstrate ways to bring Client core values to life
• Ability to demonstrate strong working knowledge of current health, life, dental, vision, long term disability (LTD), short term disability (STD) and long term care products
• Ability to demonstrate working knowledge of Alternate and self-funding options
• Ability to demonstrate working knowledge of Consumer Driven products (HRA, HSAs)
• Ability to demonstrate working knowledge of worksite products
• Ability to advise clients regarding Cobra, Section 125 plans, etc.
• Ability to leverage best practices
• Ability to leverage vendor partnerships