jabenefits
Account Manager
Bedford, Indiana · Full-time
Sponsorship not specifiedDetected 20 days ago
ComplianceCRMAccount ManagementNegotiationFinancial AnalysisLogisticsHIPAACommunicationCollaborationProblem SolvingTime ManagementPublic Speaking
About the role
- Primary Role: The Account Manager is responsible for managing and supporting a designated block of accounts.
- Through strategic collaboration, this position is key to the proactive execution and delivery of results positively impacting the client experience.
- This role is responsible, accountable, inclusive and understands individual daily actions make an impact on overall success.
Responsibilities
- Collaborate with internal team members to deliver an exceptional client experience
- Coordinate client meeting logistics throughout the year and document notes/actionable items
- Manage policy renewals
- Establish and maintain renewal timelines
- Track and effectively document workflow via CRM policies, activities, and case management
- Build and maintain carrier relationships with an understanding of current product portfolios
- Relationship Building
Requirements
- Must have a high level of organization, emphasis on multi-tasking, and ability to manage multiple projects on a simultaneous basis
- Must have high degree of respect for confidentiality
- Ability to run and/or participate in an effective meeting, using listening, reasoning and articulate communication skills
- The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
- While performing the duties of this job, the employee is regularly required to talk or hear.
- The employee frequently is required to stand
Nice to have
- Bachelor's degree in business-related field preferred, and/or equivalent experience
Compensation
- Where applicable, request, review, and deliver plan level reporting data to appropriate contacts on a monthly, quarterly, and annual basis as required
Benefits
- JA Benefits, LLC is an
- As a privately held company, we offer a competitive compensation and benefits package reflecting our commitment to attracting and retaining great individuals.
- The benefit package includes health, dental and vision coverage, employer-paid short-term and long-term disability, and basic life insurance as well as 401(k) with match.
- Create financial analysis spreadsheets to clearly and accurately compare benefit options
- Request and prepare quoted benefit options from carriers
- Learning Agility
Equal opportunity
- equal opportunity employer.
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This listing is sourced directly from jabenefits's careers page and normalized into a canonical job model.