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    Account Manager - Richmond, United States - Digital Insurance LLC

    Digital Insurance LLC
    Digital Insurance LLC Richmond, United States

    3 weeks ago

    Default job background
    Full time
    Description

    Our Newest Opportunity:

    The Account Manager is responsible for day to day management of their assigned book of business. The AM works closely and collaboratively with the internal service team, Benefits Consultants and/or Client Executives to ensure service deliverables meet and exceed client expectations. The AM serves as the clients' main point of contact for any benefit- related service needs.

    Responsibilities include:

  • Manages and maintains assigned book of business
  • Serves in an advisory capacity for clients;
  • Delegates work assignments to internal service team members
  • Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal process
  • Manages day to day client issues
  • Conducts needs analysis and strategy calls
  • Conducts enrollment meetings as needed
  • Conducts regular face-to-face meetings with clients
  • Advises clients in reducing costs while offering competitive benefits options
  • Assists clients with 5500 form filings, as applicable
  • Assists in growing the book of business through cross-sale opportunities when available
  • Builds relationships with clients through proactive communications
  • Communicates and educates clients on latest trends, concerns and changes in the industry
  • Effectively and efficiently manages complex accounts and high-level service deliverables
  • Provides leadership within the extended service team

    • Requirements Include:

  • Must be self-motivated and disciplined
  • Possess excellent written and verbal communication skills
  • Possess strong organizational skills
  • Must be very detail-oriented
  • Demonstrate leadership capabilities
  • Ability to work with clients at a strategic level
  • Ability to thrive in fast-paced environment

    • Experience:

  • 3+ years' experience in account management or in a consultative role, required
  • Prior experience in broker agency or benefit administration firm, required
  • Current Life and Health license, required
  • Thorough knowledge of health and ancillary products; required
  • Working knowledge of all Microsoft Office products; required
  • Familiarity and practical knowledge of quoting process and tools; preferred
  • Bachelor's Degree, preferred
  • Experience with database applications, a plus.
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