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Account Manager II - CFA (Remote)

Account Manager II - CFA (Remote)

Maryland StaffingBaltimore, MD, US
24 days ago
Job type
  • Full-time
  • Remote
Job description

Account Manager

Candidates must live in the MD, DC, Northern VA area in order to travel into the offices and for client meetings and staff meetings. Active health and life license is required.

Purpose : This position is a critical resource within the Account Management Team providing consultative expertise on benefits, products, and capabilities. Responsible for promoting new and existing products or services through the development and delivery of tactical marketing and communication initiatives. The Account Manager is directly responsible for aggressively growing group enrollment by marketing to the client's associate base. Builds and maintains effective long-term relationships and a level of satisfaction with key senior-level decision makers and influencers assigned to a group of strategic clients. Creates demand for the organization's products and services by successfully managing the internal and external client implementation of additional products, services, administrative capabilities and / or the integration of third-party vendor solutions.

Essential Functions :

  • The Account Manager is directly responsible for aggressively growing group enrollment by marketing to the clients associate base. This role leads and conducts employer and employee educational and communication meetings independently with varying locations.
  • Requires discretionary judgement to deliver superior client experience, traveling to in and out of state locations to meet client requirements and expectations. They are an integral partner of the account management team for new and renewed business, in sales strategy and benefit design modeling.
  • Autonomously utilizes the benefit of expertise, business acumen and knowledge base as a tool set to resolve complex client requirements and issues.
  • Build and maintain a strong cultivated relationship with clients, acting independently as a trusted advisor.
  • The Account Manager works in consultation with internal and external resources to oversee resolution of escalated issues. They assess and determine the risk of an issue to identify impact to the company and client.
  • Facilitate and work independently in partnership with external clients leading benefit analysis and development of structured programs to engage members, including open enrollment strategy, wellness services deployment, implementation oversite acting in a consultative role to strengthen relationships and maximize value realization on behalf of client.
  • Disseminate understanding of legal developments and / or changes with regulations related to insurance carriers and Federal and State laws affecting clients, policies, and procedures to ensure compliant administration of benefit programs.

Qualifications :

  • Education Level : Bachelor's Degree OR in lieu of a Bachelor's degree, an additional 4 years of relevant work experience is required in addition to the required work experience.
  • Experience : 3 years experience in sales, sales support, implementation, benefit administration or Account Management.
  • Licenses / Certifications Required Upon Hire : Current health and life license for the jurisdictions of Maryland, DC, and Virginia.
  • Knowledge, Skills and Abilities (KSAs) : Superior communication skills and knowledge of employee benefits issues necessary to effectively communicate with clients, insurance carriers and prospects concerning employee benefit lines of coverage. Ability to solve problems, strong organizational skills, detail oriented, responsive and self-motivated, works independently as well as part of a team. Proficiency with Microsoft Word and Excel is required, basic working knowledge of PowerPoint preferred. Knowledge of insurance information, technology and new legislation. Must be able to effectively work in a fast-paced environment with frequently changing priorities, deadlines, and workloads that can be variable for long periods of time. Must be able to meet established deadlines and handle multiple customer service demands from internal and external customers, within set expectations for service excellence. Must be able to effectively communicate and provide positive customer service to every internal and external customer, including customers who may be demanding or otherwise challenging.
  • Travel Requirements : 20% both local and nationwide travel is required to meet customer's needs throughout the year. During Q4, up to 70% of work will require travel.

    Salary Range : $52,000 - $84,500 (Base Salary Range is based on education, experience & internal equity + Sales Incentive)

    Physical Demands : The associate is primarily seated while performing the duties of the position. Occasional walking or standing is required. The hands are regularly used to write, type, key and handle or feel small controls and objects. The associate must frequently talk and hear. Weights up to 25 pounds are occasionally lifted.

    Sponsorship in US : Must be eligible to work in the U.S. without Sponsorship.

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