PEO Benefits Account Manager

Overview

Acts as a dedicated account manager, licensed broker, and internal liaison for a specific 'book of business' that is based on revenue and/or enrollment. Meets or exceeds set expectations around customer service delivery and client retention goals. Provides client with the most consultative and thorough service experience including on boarding, proactive consultative / relationship activities and renewal to ensure plan design meets the client's cost and benefit objectives.

• Initiates calls with clients providing updates on relevant insurance specific topics, administrative services, and to assess clients current needs
• Initiates calls to client to assess underwriting exposures prior to policy renewal.
• Provides creative plan designs to clients from current and alternate carriers during each client renewal.
• Utilizes knowledge of carrier and state underwrit...