Account Manager

The Account Manager will be the primary service contact for an assigned book of business and develop a strong working relationship with both the clients and carriers supporting Private Equity business.

Responsibilities

• Responsible for implementing new client launches including carrier involvement, communications campaign, employee correspondence, implementing and adhering to a project timeline, communicating program specific to client and information exchange(file transfers, enrollment systems, etc).
• Responsible for routine service, which includes the development and execution of service schedule, participation reporting (if relevant), and coordinating questions/initiatives with the client and carriers, conducts surveys.
• Meets with clients alone or in conjunction with Account Executive or Unit Leader according to standardized client meeting schedules.
• Conducts all marketing efforts as assigned by unit.
• Reviews agreements and/or documents such as employee booklets, carrier contracts, etc.
• Responsible for explaining new benefit offerings and communication strategies to existing clients.
• Develops prospective client proposals.