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JOB SUMMARY/ORGANIZATIONAL IMPACT:
The Senior Benefits Account Manager (“SBAM”) reports directly to the President, Benefits and provides support to Summit salespeople and independent producers. The primary focus of this position is to retain clients by providing outstanding account management and customer service to existing clients, and new clients after sales are closed. The SBAM will work directly with benefits marketing staff and oversee benefits implementation and renewal processes. This job requires in-depth understanding and proficiency related to self-funded medical plans as well as benefits consulting. The SBAM specializes in advanced subject matter expertise related to employee benefits, make certain the clients’ needs are met, and must be willing to assume the full responsibility of client retention. The SBAM candidate will be assigned accounts ranging from 100 employees to 3,000 employees. Thus, the SBAM candidate must have a proven history and record of success in this marketplace.
RESPONSIBILITIES/ ESSENTIAL FUNCTIONS:
EXPERIENCE:
EDUCATION REQUIRED:
CERTIFICATIONS/LICENSES:
Full Time
Investment Management
$86k-116k (estimate)
06/12/2024
06/29/2024
summit-financial.com
LAFAYETTE, LA
50 - 100
Private
DAVID RUSSELL DANIEL II
<$5M
Investment Management