What are the responsibilities and job description for the Account Manager position at United Professional Benefits?
About us
United Professional Benefits is an employee benefits business in Watertown, NY. We have a professional, inclusive and fast paced work environment.
Our work environment includes:
- Modern office setting
- Growth opportunities
- On-the-job training
We are looking for an Account Manager to join our growing team. Duties and responsibilities include managing multiple client accounts. This includes being the primary point of contact for the client, assisting clients through email, phone, and online enrollment meetings, resolving client issues in a timely manner, and maintaining and growing the client broker relationship.
Primary Job Duties:
- Convey information efficiently, effectively, and appropriately to meet the needs of the customer
- Provide timley support for customers regarding their accounts
- Manage and analyze progress of accounts assigned to you.
- Present company and or product presentations to current or potential customers in a professional manner
- Travel as needed for client meetings and trainings.
- Manage the process of coordinating delivery of proposals and quotes to customers to meet the requirements of the customer.
- Initiate and monitor plan renewals in collaboration with the sales broker to evaluate the market, and analyze plan data
- Document all interactions in the client relationship management system and maintain an orderly system for filing electronic information
- Provide answers to member questions by following standard policies and procedures.
- Analyze information, problems, issues, situations and procedures to develop effective solutions to ensure customer satisfaction
- Attend and participate in meetings to discuss issues and foster teamwork among department personnel
Job Type: Full-time
Pay: From $22.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
Salary : $22