Account Manager

We are seeking a dynamic Account Manager to join our team in New York, United States. In this role, you will be responsible for managing key client relationships, developing strategic account plans, and ensuring exceptional customer satisfaction while driving business growth. Act as expert employer resource and work closely with our sales team, co-brokers and referral partners. Manage annual benefit renewal activities including pricing of benefit programs, analysis of options, and illustration of proposed benefit plans Assist with specific benefit related tasks and projects, including but not limited to, renewal documentation, file updates, compliance related items, and meeting preparation. Liaison with benefit carriers and vendors on issue resolution and monitoring benefits service levels for clients. Develop and maintain strong client relationships. Schedule in person meetings at least 4 times per year. Strategize with clients on sales and renewals by analyzing and presenting to the client either by phone or in person. Communicate any industry changes including federal regulations, state regulations and carrier guidelines. Oversee quoting and spreadsheet presentations for all clients. Cross sell other product lines upon renewal. Manage open enrollment meetings, address benefit inquiries, and assist members with completion of paperwork. Complete new business and renewal carrier submissions while also executing all internal paperwork and procedures. Assist client service team as necessary with resolving any service issues Handle or delegate client inquiries regarding claims, enrollments, carrier guidelines, and applicable procedures. Take direction from Manager/Supervisor as needed. Other assignments or responsibilities as may be necessary. Travel to clients and to other Trucordia offices required