Active hunter for new business and strategic account manager focused on client retention and growth. Ensures service activation, contract management, and strong client relationships through visits and meetings.
About the role
- Senior Benefits Account Manager managing assigned client relationships at Diversified Insurance. Collaborating with the Benefits team for satisfactory account management and client retention.
Responsibilities
- Manage assigned clients, ensuring that a high level of customer retention and satisfaction is maintained.
- Engage with customers on a daily basis by reaching out to new clients, and by developing campaigns for maintaining customer loyalty.
- Manage the end-to-end renewal process for assigned clients in partnership with the Benefits Consultant and/or Producer.
- Marketing, analysis, and presentation for small group renewals.
- Evaluate client challenges and deliver effective timely solutions that align with client goals and expectations.
- Understands employee benefits, including plan designs, products, cross-selling opportunities, legislation, compliance, emerging trends and stay proactive through self-education.
- Participate in sales opportunities and promote the agency through networking, referrals, and client interactions.
- Contribute to team collaboration by offering support, sharing knowledge, and promoting a positive and productive environment.
- Attend and engage in external training sessions, carrier forums, compliance workshops, and vendor meetings to maintain knowledge and professional credentials.
Requirements
- Previous Employee benefits Account Management experience
- Bachelor's degree preferred
- Professional designation preferred
- Deadline and detail oriented with ability to manage multiple projects and deadlines
- Excellent written, verbal communication, and presentation skills
- Knowledge of Microsoft Office Products
- Internet navigation and research; strong analytical and problem-solving skills.
- Valid Maryland Life, Accident, and Health Insurance License (Required)
Benefits
- Health, Dental, Vision insurance
- Retirement plan
- Paid time off
- Flexible work arrangements after 90 days
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