Account Manager responsible for employee benefits account management and client relations in a brokerage environment. Supporting clients with compliance, open enrollment, and claims management.
Responsibilities
Develops client relationships with HR Manager/Directors as well as C-Suite
Develops a plan to meet client’s short and long-term needs throughout the year
Manages the RFP and marketing process
Collaborates with Producer in the renewal planning process
Advises and guides clients in compliance matters.
Manages and facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices.
Understands and can explain all aspects of carrier renewals for assigned clients
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