Account Manager

Role Overview

The Account Manager (AM) is responsible for day-to-day management of an assigned book of business. You act as the primary point of contact for benefit-related service needs and partner with internal service teams and client-facing leadership to ensure client expectations are met or exceeded.

Responsibilities

• Manage and maintain the assigned book of business
• Provide client advisory support and delegate work to internal service team members
• Coordinate with Benefits Consultants and/or Client Executives to manage the full renewal process
• Handle day-to-day client issues and serve as main contact
• Conduct needs analysis and strategy calls
• Run enrollment meetings as needed
• Conduct regular face-to-face client meetings
• Advise clients on reducing costs while offering competitive benefit options
• Assist with Form 5500 filings (as applicable)
• Support book growth through cross-sale opportunities when available
• Build relationships via proactive communications
• Communicate and educate clients on industry trends, concerns, and changes
• Manage complex accounts and high-level service deliverables within the extended service team

Requirements

• Self-motivated and disciplined
• Excellent written and verbal communication skills
• Strong organizational skills and detail-oriented mindset
• Demonstrated leadership capabilities
• Ability to work with clients at a strategic level
• Ability to thrive in a fast-paced environment

Experience & Qualifications

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

Compensation & Benefits

• Base pay range (nationwide): $55,000–$65,000/year
• Base pay depends on skills, education, qualifications, experience, and location
• Some roles may be eligible for variable compensation, commission, and/or annual bonus
• Benefits include health/wellbeing, retirement, other financial benefits, paid time off, and overtime for non-exempt roles
• Learning and development opportunities; reimbursement for job-related expenses per policy