Account Manager II

The Account Manager II is responsible for working with Advisors and Account Executives to service client accounts. The position requires day to day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications.

Requirements

• Develop relationships with carrier and client contacts
• Communicate directly with clients and carriers
• Prepare and send request for proposals to applicable insurance carriers
• Review contracts, benefit plan summaries, and carrier source documents for accuracy
• May serve as a mentor to more junior team members
• Develop and maintain ongoing relationships with clients
• Continues relationships with carrier representatives
• Review & analyze request for proposals and insurance plan designs
• Assist with client renewals and marketing and client meeting presentations
• Update benefit guides and ensure client resources and communications are up to date
• Prepare document and data for annual client compliance audits
• Attend to client requests
• Ensure 5500 form is filed and completed in a timely manner
• Assembles updates for clients regarding appropriate industry trends and events
• Participate in client projects

Benefits

• PTO
• Paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs