Account Manager (Insurance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Account Manager (Insurance): Managing a book of business and providing advisory services for employee benefit insurance solutions with an accent on client relationship management and renewal processes. Focus on reducing client costs, ensuring service deliverables meet expectations, and identifying cross-sale opportunities.
Location: Hybrid (South Jordan, UT)
Company
is a people-focused organization helping over 100,000 employers provide health, pharmacy, and other insurance solutions to their employees.
What you will do
- Manage and maintain an assigned book of business, serving as the primary point of contact for benefit-related needs.
- Collaborate with internal service teams and consultants to manage the entire renewal process.
- Conduct needs analysis, strategy calls, and enrollment meetings for clients.
- Advise clients on strategies to reduce costs while maintaining competitive benefits.
- Build proactive client relationships and educate them on industry trends and changes.
- Identify cross-sale opportunities to grow the existing book of business.
Requirements
- Must be based in or able to work hybrid in South Jordan, UT.
- 3+ years of experience in account management or a consultative role.
- Prior experience in a broker agency or benefit administration firm.
- Current Life and Health license is required.
- Thorough knowledge of health and ancillary products.
- Proficiency in Microsoft Office products.
Nice to have
- Bachelor’s Degree.
- Experience with database applications.
- Practical knowledge of quoting processes and tools.
Culture & Benefits
- Comprehensive health, wellbeing, and retirement financial benefits.
- Paid time off and overtime pay for non-exempt employees.
- Robust learning and development programs.
- Reimbursement for job-related expenses.
- Inclusive culture that celebrates diversity, equity, and inclusion.
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