Account Manager-Employee Benefits

Serves as the service relationship manager for assigned partners, GAs, and employer groups representing EBD’s largest and most strategic accounts. Conduct proactive stewardship and renewal meetings (in person or virtual) to review experience, performance, and partnership opportunities. Develop annual account plans in partnership with Sales Leadership, with clear retention and satisfaction goals. Identify at-risk accounts, recommend mitigation actions, and engage Sales leadership as needed to preserve relationships. Represents the voice of key accounts within EBD, ensuring operational issues are escalated and resolved timely.

Partners with Sales, Underwriting, Claims, Billing, and Marketing to deliver consistent, high-quality customer experience. Coordinate with In-Office Account Coordinators to ensure prompt resolution of post-sale service issues and data/reporting requests. Collaborate with Sales Enablement to align account management practices with CRM, analytics, and reporting capabilities. Supports the launch and adoption of new tools, technology, or processes that improve account visibility and retention.

Leverages CRM data and dashboards to monitor account performance, engagement levels, and service activity. Maintains knowledge of market trends, product updates, and competitive dynamics to strengthen client partnerships. Prepares reports and presentations summarizing account status, key issues, and retention metrics for internal leadership.