Account Manager at tech company in Guadalajara ensuring smooth client account management and growth opportunities post - sales. Balancing communications and support while facilitating deployment and platform usage.
About the role
- Account Manager responsible for working with Consultants to service client accounts at NFP. Involves managing renewals, presentations, and client relationship building.
Responsibilities
- Responsible for working with Consultants to service client accounts
- Managing the renewal process from start to finish
- Leading open enrollment presentations
- Taking an active role in client relationship building
- Day-to-day client service, project management, and vendor coordination
- Serve as the primary contact for clients, addressing their needs and concerns promptly and effectively
- Maintain regular communication with clients to ensure their satisfaction
- Build and deepen relationships with clients, fostering trust and long-term partnerships
- Manage the lifecycle and renewal process for client accounts
- Lead the implementation of new business and open enrollment processes
- Coordinate with vendors for seamless service delivery
- Review benefit plan summaries for accuracy, ensuring compliance with regulatory requirements
- Manage the renewal and marketing process from start to finish
- Maintain accurate and up-to-date documentation of client interactions.
Requirements
- 3+ years of experience in benefits account management or a related field
- Strong understanding of benefits administration, industry trends, and carrier products and services
- Proven ability to manage client relationships and anticipate client needs
- Excellent communication skills, both written and oral
- Strong Microsoft Excel and PowerPoint skills
- Project management skills with the ability to manage multiple priorities effectively
- Ability to work independently and as part of a team
- Effective time management and decision-making skills
- Presentation and public speaking abilities
- Diligent follow-up skills.
- Preferably a bachelor's degree.
- Life & Health Insurance License
Benefits
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
- Competitive salary
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