What are the responsibilities and job description for the Account Manager, Client Services position at Amalgamated Life?
Overview
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 Client Service Manager (CSM) is a critical contributor to achieving a high level of client satisfaction while supporting the overall operational and technical solutions of the practice. The CSM 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 CSM will also support new and existing client sales, collaborate on the RFP process, review client profitability and develop strategies to improve plan participation.
Responsibilities
- 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 plans 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
- Bachelor’s degree.
- Life & Health License.
- Minimum of 3 years of account management, client service and/or project management experience in benefits brokerage and insurance, benefits consulting or benefits administration is required.
- Demonstrated Voluntary Benefits knowledge.
- Proven ability to successfully manage multiple projects of various complexity simultaneously, prioritize projects, achieve deadlines and operate in a fast-paced work environment.
- Strong project management and client planning skills.
- Proven ability to build rapport while providing superior customer service and maintaining positive relationships with internal teams and client contacts.
- Disciplined in summarizing and reporting status/results regularly.
- Strong organizational, analytical and strong attention to detail.
- Excellent problem analysis, troubleshooting, problem solving and decision making skills.
- Possess proactive mindset to seek information to create effective solutions.
- Ability to present confidently and effective and think creatively.
- Ability to effectively lead, influence and adapt quickly.
- Skills in coaching, mentoring, teambuilding and motivating others.
- Ability to work well independently and as a team member.
- Excellent interpersonal, verbal and written communication skills.
- Ability to follow through on and successfully execute tasks while adhering to specified quality standards.
- Above average working knowledge in the Microsoft Suite – Word, Excel, Access, Project and Outlook.
