Seeking a CA life and health licensed EB SR AM that can be housed hybrid out of LA, SD, OC, or Woodland Hills.
The SR Account Manager is responsible for day to day management of their assigned book of business. The SR AM works closely and collaboratively with the internal service team, Benefits Consultants and/or Client Executives to ensure service deliverables meet and exceed client expectations. The SR AM serves as the clients' main point of contact for any benefit- related service needs.
Responsibilities include:
- Manages and maintains assigned book of business (Groups range from 100-3000 lives)
- Serves in an advisory capacity for clients;
- Delegates work assignments to internal service team members
- Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal process
- Manages day to day client issues
- Conducts needs analysis and strategy calls
- Conducts enrollment meetings as needed
- Conducts regular face-to-face meetings with clients
- Advises clients in reducing costs while offering competitive benefits options
- Assists clients with 5500 form filings, as applicable
- Assists in growing the book of business through cross-sale opportunities when available
- Builds relationships with clients through proactive communications
- Communicates and educates clients on latest trends, concerns and changes in the industry
- Effectively and efficiently manages complex accounts and high-level service deliverables
- Provides leadership within the extended service team