Account Manager

Summary

The Account Manager has full command of an assigned book of clients. This position serves as a direct resource to Account Management Teams and specifically the Account Executive who acts as a team lead. The Account Manager will help identify appropriate carriers, manage the new business implementation process, prepare and submit reporting for key accounts, implement plan changes, perform client presentations, and review plan performance. Communicating compliance requirements and evaluating benefit plans is essential. The position is responsible for the overall client satisfaction of the account.

Responsibilities

• Conduct quarterly meetings to review plan performance reporting and build Allied/client relationships and ensure client satisfaction.
• Prepare and host Employee Presentations, Administrative Procedures Training, Web Site Training, Benefits Management Reporting, and analysis.
• Troubleshoot, identify and improve internal processes with various Allied departments.
• Produce and analyze Ad Hoc reporting when requested by the client/broker/Account Executive.
• Help facilitate the renewal of existing cases by management of claim reviews, stop loss marketing, and service level expectations.
• Cross-sell various Allied services a client may not be utilizing currently.

Requirements

• Communicates effectively both internally and externally, where applicable. Includes both written and verbal communication.
• Works well with customers/clients both internal and external, promotes a positive image of the company and department, and strives to resolve issues raised by customers/clients.
• Honest, accountable, and maintains confidentiality.
• Takes action independently, seeks new opportunities, and strives to see projects to completion.
• Creative, offers new ideas, risk taker, and is amenable to change.
• Builds strong relationships, is flexible/adaptable, works well with others, and solicits feedback.
• Understands the facets of the job, is aware of duties and responsibilities, and keeps job knowledge current.
• Strives to understand contributing factors, and works to resolve complex situations.
• Manages workload, works efficiently, and meets goals and objectives.
• Strives to eliminate errors, accurate work is a priority, seeks opportunities to improve product/services
• Looks for opportunities to increase knowledge, works to increase responsibility, strives to achieve personal goals, and/or maintains licenses and other pertinent requirements.
• Accountable to the team works to meet established deliverables, appreciates the view of team members, and is respectful.
• Maintains current understanding of technical process/equipment, uses technology to increase performance/productivity; effectively uses online tools and resources.
• Working knowledge of employee medical benefit plans.
• Excellent written and verbal communication skills.
• Intermediate-level work experience with Microsoft Office, Word, Excel Access, and PowerPoint software applications.
• Public Speaking and an ability to present benefits and compliance.
• Organized and neat.
• B.A. preferred.