What are the responsibilities and job description for the Senior Account Manager - Employee Benefits position at Willow Search Partners?
Our client, a growing financial services firm, is looking for a Senior Account Manager - Employee Benefits to join their team.
The Role :
You will be client-facing and responsible for managing a portfolio of large-group clients (those with 50 or more employees). Acting as the primary point of contact, you will address all service-related needs for your assigned clients. Your role will involve supporting various administrative and client service aspects of the clients' relationship with the firm. You will report to the Executive Vice President of Employee Benefits and collaborate closely with producers, financial analysts, and administrative support teams.
The ideal candidate will be able to appropriately identify the needs of both new and current customers in order to aid customers in their success using our product. This will be done by developing an appropriate level of communication with clients and internal team members to better understand and mitigate any issues the customers may face.
Responsibilities :
- Work cross functionally within the company to communicate with all stakeholders in customers' success
- Create and maintain relationships with customers to better understand and achieve their needs
- Make visits to our customers to identify opportunities for growth within our platform
- Manage all reporting about the health of customers' accounts
Required Skills and Qualifications :
