- 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
- 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
- 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
- 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.
-
Client Account Manager
3 weeks ago
5M Promotions South Sarasota, United StatesThis year, at **5M Promotions**, our goal is to ensure client outreach goes beyond the status quo. We make it a point to become experts on our clients' brands to acquire and maintain customer satisfaction. Our commitment to excellence allows our Client Account Managers to continu ...
-
Management of financial accounting
1 day ago
Omega Innovations Fruitville, United StatesThe KÜKE Sales Company is a leading tire wholesaler known for its global network and comprehensive product portfolio. As a family-owned business with flat hierarchies and short decision-making processes, we offer a dynamic work environment that encourages creativity and initiativ ...
-
Re-Roofing Sales Account Manager
6 days ago
CROWN CAPITAL MGMT LLC Sarasota, United StatesAre you a go-getter with a passion for sales and a desire for unlimited growth potential? Do you have experience in the roofing industry and a track record of exceeding sales targets? If so, we want you to join our team as a Re-roofing Sales Account Manager · As a Re-roofing Sale ...
-
Accounting Manager
1 week ago
Bekins Moving Solutions Sarasota, United StatesJob Description · Job DescriptionBMS Moving & Storage, one of America's largest and most respected moving and storage companies, is seeking a talented, resourceful and committed Assistant Controller to join our fast-paced energetic team · As our Accounting Manager, you will be re ...
-
Account Manager
1 week ago
Cast-Crete USA Inc Sarasota, United StatesJob Description · Job DescriptionJob Title: Account Manager · Company Overview: · Cast-Crete is the nation's largest manufacturer and distributor of precast concrete lintels and sills used in concrete masonry construction. Cast-Crete pioneered the precast manufacturing of these p ...
-
Accounting Operations Manager
5 days ago
ERES Companies Sarasota, United StatesAccounting Operations Manager · ERES COMPANIES · Position to be based out of our office in Sarasota, Florida · Recruiters - Please DO NOT reach out directly to our executive team or staff on LinkedIn or via email. We are hiring for many positions and have a dedicated recruiter w ...
-
Commercial Account Manager
2 weeks ago
Jobot Sarasota, FL, United StatesCommercial Lines Account Manager · This Jobot Job is hosted by: A rapidly growing, and well established independent insurance brokerage offering full-service insurance for personal, business, and benefits. · We are seeking a dynamic and experienced Commercial Lines Account Mana ...
-
Accounts Payable Manager
5 days ago
MAXhealth Sarasota, United StatesJob Description · Job DescriptionMaxHealth is looking to hire a full-time Accounts Payable Manager to join our Finance team. Our ideal candidate must be detail oriented and exhibit sound knowledge of best practices in the field. · The Accounts Payable Manager will oversee an acco ...
-
Tax Accounting Manager
1 week ago
Howard Howard and Hodges Sarasota, United StatesJob Description · Job Description · Howard, Howard, and Hodges specialize in providing accounting, payroll, and tax services to small business owners throughout Central Florida. We are currently seeking an experienced and thorough · Tax Accounting Manager · to join our rapidl ...
-
Tax Accounting Manager
2 weeks ago
W3Global Inc Sarasota, United StatesJob Description · Job DescriptionJob Description · Our client specialize in providing accounting, payroll, and tax services to small business owners throughout Central Florida. We are currently seeking an experienced and thorough Tax Accounting Manager to join our rapidly growing ...
-
Accounting Operations Manager
1 week ago
ERES Companies- Sarasota, United StatesJob Description · Job DescriptionSalary: · Accounting Operations Manager · ERES COMPANIES · Position to be based out of our office in Sarasota, Florida · Recruiters - Please DO NOT reach out directly to our executive team or staff on LinkedIn or via email. We are hiring for man ...
-
Payroll Account Manager
2 weeks ago
iBusiness Solutions Sarasota, United StatesJob Description · Job DescriptionAre you looking for a stimulating role where you can utilize your payroll expertise and build strong relationships with clients? We have an exciting opportunity for a Full Time Payroll Account Manager at iBusinessSolutions in Sarasota. As a key pl ...
-
Personal Lines Account Manager
4 weeks ago
Acentria Insurance Sarasota, United StatesFoundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Personal Lines Account Manager to their Acentria team in Sarasota, FL. · Job Summary: · The Personal Lines Account Manager is responsible for daily servicing of c ...
-
Accounting Specialist
2 weeks ago
The Jewish Federation of Saras Sarasota, United States**Job Summary**: · **Duties**: · - Manage accounts payable and accounts receivable processes · - Maintain accurate vendor files · - Analyze cash balances and transfer funds to cover disbursements, as necessary · - Maintain utility records and investigate variances · - Prepare ann ...
-
Bookkeeper/office Manager
2 weeks ago
Flood Pros USA Sarasota, United StatesJob Summary: · **Duties**: · - Manage all aspects of office operations, including administrative tasks, scheduling, and record keeping · - Handle payroll processing and ensure accurate and timely payment to employees · - Perform technical accounting duties such as general ledger ...
-
Client Service Associate
1 week ago
Cornell Asset Management LLC Sarasota, United StatesAs the first person and last person clients interact with when they contact the office, this position is instrumental in making sure clients have a positive experience by providing service that exceeds expectations. This position provides the clerical "front office" support for a ...
-
Collections Specialist
3 weeks ago
HCA Healthcare Sarasota, United States**Introduction**: · Are you passionate about the patient experience? At HCA Healthcare, we are committed to caring for patients with purpose and integrity. We care like family Jump-start your career as a(an) Collections Specialist today with HCA Healthcare. · **Benefits**: · HCA ...
-
Sarasota Caregivers, Inc. Sarasota, United StatesPosition: Executive Assistant · Employment Type: Full-Time · Location: Sarasota, FL · Key Responsibilities: · - Tech Savvy: Proficient in various tech tools and platforms to streamline tasks. · - Form Creation & Data Management: Create forms and efficiently manage data for smooth ...
-
Executive Assistant
2 weeks ago
IT Network Solutions Group Sarasota, United StatesResponsibilities: · 1. **Office Administration and Management**: · - Manage the day-to-day operations of the CEO's office. · - Maintain an organized and efficient office environment. · - Coordinate meetings, appointments, and travel arrangements. · 2. **Equipment Sales and Procur ...
-
Assistant Store Manager
1 week ago
Bealls Florida Sarasota, United States Full time**Position**:ASSISTANT STORE MANAGER** · **Non-Exempt: Manager** · Come join a team that brings a people-first approach to everything we do Bealls Florida is a part of Bealls Inc., a family owned and operated business where "We Outfit the Family for Less". Being a growing organiz ...
Account Manager - Sarasota, United States - iBusiness Solutions
Description
Job Description
Job DescriptionKey Duties and Accountabilities:
(Edi feeds, carrier updates, build out benefit Plat forms, create benefit materials etc.)
Responsibilities
Required skills and qualifications
Additional Responsibilities:
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.
