Senior Account Manager

Senior Account Manager

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

About the Role

The Senior Account Manager supports Account Executives on an assigned book of business to execute strategy deliverables for the client, while working collaboratively with the Account Management Team and when necessary, assigning specific tasks to Account Managers. The incumbent is responsible for monitoring all tasks and deliverables, fielding client inquiries and maintaining project plans. The Senior Account Manager is the primary contact for our clients in managing day-to-day issue resolution.

Core responsibilities include the following. Other duties may be assigned :

• Establish strong relationships with clients and insurance carriers.
• Acts as the primary contact for clients regarding all aspects of their employee benefits insurance plans.
• Marshal the appropriate resources to resolve client issues.
• Attend client meetings and serve as an additional source of consultation for the client.
• Demonstrated Group insurance expertise and superior level of knowledge when assisting them with insurance plan questions and issue resolution.
• Owns the development of Requests for Proposal (RFP) and Requests for Information (RFI), including coordination of insurance carrier proposals, preparation of Executive Summaries, timeline monitoring and participation in the implementation process.
• Oversee the maintenance of current and historical plan designs, process maps, rates, plan documents and other pertinent client information in Pacific Resources' client database to maintain the integrity and accuracy of the system.
• Perform certificate and contract reviews and plan design analyses
• Attend and participate in claim audits
• Identify, assess, resolve, and / or escalate issues, concerns or challenges as needed.

Skills Needed

Preferred :

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including :

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power To Be Yourself".