TAPS | Sr. EB AM – PHX

The Senior Account Manager is responsible for day to day management of their assigned book of business. The 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 Senior AM serves as the clients’ main point of contact for any benefit- related service needs.

Responsibilities include:

• Manage, maintain and ensure overall retention of assigned book of business
• Provide stewardship of all client deliverables and strategy execution
• Advise clients in reducing costs while offering competitive benefit options
• Build relationships with clients through proactive communication
• Collaborate with internal service and strategic team members as needed
• Work closely with Producer and Market Analyst to manage the entire renewal and marketing process
• Effectively and efficiently manage complex accounts and high-level service deliverables
• Conduct regular face-to-face meetings with clients including needs analysis and strategy discussions
• Conduct enrollment meetings as needed
• Assist clients with compliance tasks, as applicable
• Manage day-to-day client issues, escalate with carrier/vendors as necessary
• Assist in growing the book of business through cross-sale opportunities when available
• Communicate and educate clients on latest trends, concerns and changes in the industry
• Provide leadership within the extended service team

Requirements Include:

• Ability to work with clients at a strategic level
• Ability to thrive in fast-paced environment
• Must be self-motivated and disciplined
• Possess excellent written and verbal communication skills
• Possess strong organizational skills
• Must be very detail-oriented
• Demonstrate leadership capabilities

Experience:

• 5+ years’ experience in account management or in a consultative role, required
• Prior experience in broker agency or benefit administration firm, required
• Current Life and Health license, required
• Thorough knowledge of health and ancillary products, required
• Working knowledge of all medical funding and risk strategies, required
• Working knowledge of benefits compliance, required
• Ability to confidently present client experience data and recommended strategies, required
• Working knowledge of all Microsoft Office products, required  
• Familiarity and practical knowledge of quoting process and tools, required
• Bachelor’s Degree, preferred