Job Description
Job Summary
We are seeking a talented and experienced Employee Benefits Senior Account Manager / Senior Client Relationship Executive to join our team. In this position, you will be responsible for managing a portfolio of clients, providing exceptional customer service, and cultivating strong relationships to ensure client satisfaction. You will also collaborate with internal teams to develop and implement strategic benefits solutions that meet clients' needs.
Responsibilities
- Manage a portfolio of clients, serving as the primary point of contact and building strong, long-lasting relationships
- Lead client meetings to discuss benefits strategies, renewals, and new products
- Develop and present annual strategic plans to clients that align with their business objectives
- Stay abreast of industry trends, regulations, and compliance to provide valuable insights to clients
- Collaborate with cross-functional teams to design and implement effective benefits programs
- Provide guidance and mentoring to junior team members and support their professional development
- Ensure client satisfaction by delivering high-quality service and timely resolution of issues
- Monitor client retention rates, identify risks, and implement effective retention strategies
Qualifications/Requirements
- 5+ years of experience in employee benefits account management or client relationship management
- Proven track record of managing a portfolio of clients and driving customer satisfaction
- Strong understanding of employee benefits products, regulations, and compliance
- Excellent communication and presentation skills
- Ability to collaborate effectively with internal teams and external partners
- Proficiency in industry-related software and tools
- Holds an active P&C (Property and Casualty) License
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
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