Account Manager - Sarasota, United States - iBusinessSolutions

iBusinessSolutions Sarasota, United States

18 hours ago

Description

Key Duties and Accountabilities:

AMs are the main point of contact in all matters related to client concerns and needs. (New and existing clients with customer service, products, access to care, carriers etc.)
Assist Producers as needed to respond to any service needs of clients following enrollment
Responsibility to create the best client relationships to achieve a positive and long-lasting partnerships
Analyze and advise clients on service trends and assist with development of corrective action plans for improvement. Communicate with producer about potential or existing problems as needed.
Maintain accurate client records, keeping track of any contract updates and renewals
Work closely with sales, payroll, and workman comp for the good of the client
Foster strong and lasting relationships with client key contacts that ensure persistency of accounts.
Build and create marketing materials based on the needs of the client

(Edi feeds, carrier updates, build out benefit Plat forms, create benefit materials etc.)

Responsibilities

Field all clients concerns from incoming calls, E-mails etc.
Coordinate outside representation at Open Enrollment meetings as needed.
Manage clients' benefits, budget, renewal, request and compliance needs
Meet regularly with other team members to discuss progress and find new ways to improve business
Identify upsell, cross-sell, and renewal opportunities

Required skills and qualifications

Active 2-15 License or a combination of 2-40 & 2-14 health life and variable annuities.
Critical thinker and problem-solving skills
Experience in a sales or customer service
Ability to multitask and juggle several responsibilities
Strong written and verbal communication skills
Ability to prioritize
CRM knowledge
Excel and Microsoft
Advocacy in all aspects internal and external

Additional Responsibilities:

Attend relevant internal and external continuing education seminars and trainings to enhance knowledge and skills.
Participate in scheduled team and office meetings.
Provide Account Management backup for the team when necessary, during scheduled vacations, personal leave, or at a manager's discretion.

This job description is not intended to be all-inclusive, and employee will also perform other reasonably related business duties as assigned by immediate supervisor and other management as required.

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