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Account Manager

TBX Employee Benefits, LLC.
Plano, TX Other
POSTED ON 12/22/2024
AVAILABLE BEFORE 2/22/2025

Job Details

Job Location:    Plano, TX
Position Type:    Full Time
Education Level:    Not Specified
Salary Range:    Undisclosed
Travel Percentage:    Negligible

Description

Job Description: Account Manager


TBX® is a trailblazing leader in the employee benefits administration, communication, education, and enrollment landscape, revolutionizing the industry with cutting-edge technology and a team of exceptional benefits experts. As a result of our unparalleled ease of doing business, TBX® has earned a coveted spot on the prestigious Inc.5000 list of fastest-growing private companies.


We are seeking a seasoned and dedicated Account Manager to join our team. This role requires an exceptional ability to engage clients, deliver outstanding customer service, and possess an unwavering passion for technology, novel systems, and innovative business solutions across diverse environments. At TBX®, we value individuals who are passionate about leveraging technology to solve complex client challenges. Reporting directly to the Senior Director of Operations, this role offers an opportunity to make a significant impact and drive the success of our organization.


Key Responsibilities:
1. Serve as the trusted advisor and primary liaison between TBX® and our esteemed clients.
2. Cultivate and nurture relationships with key stakeholders, including HR managers, benefits administrators, decision-makers, brokers, and consultants, embodying the utmost professionalism on behalf of TBX®.
3. Oversee the seamless implementation, renewal, and open enrollment efforts, ensuring clients remain on schedule.
4. Conduct and schedule all client meetings, presentations, training sessions, and check-ins to review account performance, address concerns, and identify opportunities for enhancement.
5. Deliver exceptional service and support to maintain high levels of client satisfaction, promptly resolving issues and proactively anticipating and addressing potential problems.
6. Collaborate closely with internal teams to ensure flawless service delivery and swiftly resolve client inquiries or concerns.

Qualifications


Qualifications:
1. One to three years of demonstrated success in Account Management/Account Executive roles within a benefits-related field (e.g., Health and Welfare, Insurance, Benefits Administration) - or -a bachelor’s degree in business administration, healthcare management, or a related field.
2. Extensive knowledge of health benefit plans, encompassing both employer-sponsored and voluntary plans, as well as insurance products such as Disability and Life, COBRA, and the Affordable Care Act.
3. Exceptional verbal and written communication skills, with an aptitude for presenting complex information concisely and clearly.
4. Exemplary organizational and problem-solving abilities, meticulous attention to detail, and adeptness in managing multiple client accounts concurrently.
5. Thrives under pressure in a dynamic, fast-paced environment.
6. Analytical mindset with the ability to interpret data, identify trends, and provide actionable recommendations.
7. Proficiency in relevant software applications, including Selerix (a plus), CRM systems, and the Microsoft Office Suite.

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