Senior Account Manager (Insurance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Senior Account Manager (Insurance): Managing a dedicated book of business and serving as the primary point of contact for employer clients with an accent on benefits strategy, renewal processes, and client retention. Focus on building strategic relationships, conducting needs analysis, and providing leadership within the service team to ensure high-level deliverables.
Location: Must be based in or able to commute to Addison, TX
Company
is a people-focused organization providing comprehensive health, pharmacy, and insurance solutions to over 100,000 employers.
What you will do
- Manage and maintain an assigned book of business as the primary client contact.
- Collaborate with Benefits Consultants and Client Executives to oversee the entire renewal process.
- Conduct needs analysis, strategy calls, and enrollment meetings for clients.
- Advise clients on cost-reduction strategies and competitive benefits options.
- Delegate tasks to the internal service team and provide leadership on service deliverables.
- Educate clients on industry trends, regulatory changes, and compliance requirements.
Requirements
- 5+ years of experience in account management or a consultative role.
- Prior experience in a broker agency or benefit administration firm.
- Current Life and Health insurance license.
- Thorough knowledge of health and ancillary insurance products.
- Proficiency in Microsoft Office and familiarity with quoting tools.
- Strong organizational, communication, and strategic advisory skills.
Culture & Benefits
- Comprehensive health, wellbeing, and retirement financial benefits.
- Paid time off and robust learning and development programs.
- Commitment to diversity, equity, and inclusion in the workplace.
- Supportive team environment focused on client peace of mind.
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