What are the responsibilities and job description for the Account Manager, Client Services position at Amalgamated Life Insurance Company?
Amalgamated Life provides Life Insurance, Accident, Disability, Stop Loss and Voluntary / Worksite sales to both Taft-Hartley and Non Taft-Hartley. As a member of the Voluntary Benefits team, the Account Manager (AM) is a critical contributor to achieving a high level of client satisfaction while supporting the overall operational and technical solutions of the practice. The AM will manage the implementation and ongoing management of new and existing Voluntary Benefit clients, which includes developing and managing project plans, creating client communications and coordinating resources including carrier integration. The AM will also support new and existing client sales, collaborate on the RFP process, review client profitability and develop strategies to improve plan participation.
- Serve as primary Voluntary Benefits client contact and manage all related day-to-day client maintenance, implementation and renewal activities for multiple clients of various complexities simultaneously
- Develop, implement and manage project plants outlining tasks, resources and timelines in conjunction with the client.
- Define the client’s scope and effectively manage change an risks throughout the ongoing activities
- Develop renewal presentations including recommendations to improve participation, introduce new products and present annual evaluation trends.
- Complete a revenue / expense analysis for each client to determine profitability viability.
- Track, summarize and present client expense and enrollment statistics
- Support new business activity with the creation of new client presentations, RFP’s and prospecting / selling as needed.
- Address any client or carrier issues in a timely manner to determine root cause while establishing proper resolution
- Support team members with quality checks of various documents, presentations and files.
- Create effective communication strategies and materials, such as newsletters, benefit / product summaries and benefit / product brochures
- Present at client meetings, HR Seminars and Benefit Fairs
Qualifications :
