Key Duties and Accountabilities:
- AMs are the main point of contact in all matters related to client concerns and needs. (New and existing clients with customer service, products, access to care, carriers etc.)
- Assist Producers as needed to respond to any service needs of clients following enrollment
- Responsibility to create the best client relationships to achieve a positive and long-lasting partnerships
- Analyze and advise clients on service trends and assist with development of corrective action plans for improvement. Communicate with producer about potential or existing problems as needed.
- Maintain accurate client records, keeping track of any contract updates and renewals
- Work closely with sales, payroll, and workman comp for the good of the client
- Foster strong and lasting relationships with client key contacts that ensure persistency of accounts.
- Build and create marketing materials based on the needs of the client
(Edi feeds, carrier updates, build out benefit Plat forms, create benefit materials etc.)
Responsibilities- Field all clients concerns from incoming calls, E-mails etc.
- Coordinate outside representation at Open Enrollment meetings as needed.
- Manage clients' benefits, budget, renewal, request and compliance needs
- Meet regularly with other team members to discuss progress and find new ways to improve business
- Identify upsell, cross-sell, and renewal opportunities
Required skills and qualifications- Active 2-15 License or a combination of 2-40 & 2-14 health life and variable annuities.
- Critical thinker and problem-solving skills
- Experience in a sales or customer service
- Ability to multitask and juggle several responsibilities
- Strong written and verbal communication skills
- Ability to prioritize
- CRM knowledge
- Excel and Microsoft
- Advocacy in all aspects internal and external
Additional Responsibilities:
- Attend relevant internal and external continuing education seminars and trainings to enhance knowledge and skills.
- Participate in scheduled team and office meetings.
- Provide Account Management backup for the team when necessary, during scheduled vacations, personal leave, or at a manager's discretion.
This job description is not intended to be all-inclusive, and employee will also perform other reasonably related business duties as assigned by immediate supervisor and other management as required.