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Craig Bradford Associates · 2 weeks ago

Senior Account Manager Employee Benefits

United States

Full-time

Remote

Mid, Senior Level

$140K/yr - $170K/yr

3+ years exp

Craig Bradford Associates is seeking a Senior Account Manager for Employee Benefits to manage and retain larger client accounts. The role focuses on ensuring service deliverables meet client expectations and maintaining optimal client relationships through effective communication and strategic planning.

Human ResourcesRecruitingStaffing Agency

Hiring Manager

Mark Gentilotti

Responsibilities

Delegation and Oversight – manages and prioritizes day to day client issues. Assigns work assignments to other Client Experience Team members (i.e., Client Analyst, Market Analyst, Wellbeing Strategy Consultant, Senior Benefits Consultant, Director of Compliance and Innovation, etc.)

Strategic Planning Process – directs the Client Experience Team members in the “client discovery planning” process and the “client discovery session” process with the clients to grow the account and strengthen the client relationships for each assigned client. Ensures close adherence to the Strategic Planning Process Logic Flow across the other Client Experience Team members

Pre-Renewal Process - takes ownership of the Pre-Renewal Process while working closely with Benefits Consultants and/or Client Executives. Ensures close adherence to the Pre-Renewal Process Logic Flow across other Client Experience Team members

Implementation Process - coordinates and conducts open enrollment meetings based upon needs and complexities of client and ties in other Client Experience Team members as needed. Coordinates regular face-to- face meetings with clients. Ensures close adherence to the Implementation Process Logic Flow across the other Client Experience Team members

Post Renewal Process – ensures close adherence to this Logic Flow with the Client Analyst and/or Client Experience Specialist

Carrier Events - attends carrier events to remain up to date and knowledgeable of carrier plans and changes

Annual Calendar Process - ensures close adherence to this Logic Flow across the other Client Experience Team members

New Client Experience/Onboarding Process - ensures close adherence to this Logic Flow across the other Client Experience & Sales Team members

CRM Management Process - ensures close adherence to this Logic Flow across the other Client Experience Team members

Relationship Management - builds/maintains positive client dependent relationships with clients using proven Relationship Management skills

Form 5500/Compliance Process – provides direction to the Account Team to assist clients with 5500 form filings and overall compliance requirements

Qualification

Account ManagementConsultative RoleLifeHealth LicenseHealthAncillary ProductsDatabase ApplicationsMicrosoft OfficeLeadership CapabilitiesCommunication SkillsOrganizational SkillsNegotiation Skills