Account Management

• Location: Tampa, FL or Aurora, IL
• Work Mode: Hybrid - in office Tuesday and Wednesday

Responsibilities:

• Support implementation plans for new client installations and expanded product offerings.
• Provide ongoing support for account maintenance and handle escalated issues.
• Problem-solve on implementation and service conference calls.
• Manage end-to-end account management experience for assigned cases ranging from 100 to over 100,000 eligible members.
• Research and define opportunities to improve profitability and retain customers.
• Respond proactively to customer needs.
• Develop strong expert relationships with brokers/consultants.
• Provide management with clear updates on issues and potential escalations.
• Understand benefit offerings to group insurance accounts to provide enrollment material and client communications.
• Serve as the primary contact to provide excellent post-sale high-level customer service and resolve escalated issues.
• Attend client and industry events to represent the company.
• Maintain up-to-date client databases.
• Partner with sales, marketing, underwriting, billing, eligibility, claims, and customer service teams.
• Provide expert consultative support both internally and externally.

Requirements:

• Customer service experience in the insurance industry.
• Strong organizational and project management skills, with the ability to prioritize numerous responsibilities at once.
• Strong interpersonal skills, as well as excellent written and verbal communication skills.
• Self-motivated, able to work well independently and as part of a team.

Preferred Skills:

• Bachelor’s Degree.
• Prior expertise in the PEO or Association space and/or insurance industry (sales, underwriting, operations).
• Understanding of employee benefits (worksite and voluntary).
• Ability to present and speak in front of large audiences.
• Account management, project planning, and problem-solving experience.
• Ability to consistently meet tight deadlines and work under pressure.
• Strong computer skills (Word, Excel, PowerPoint, Adobe, MS Project).