PDCM Insurance · 23 hours ago
Account Manager
New York, United States
Full-time
Remote
Mid Level
$80K/yr - $90K/yr
4+ years exp
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Responsibilities
Partner with clients to help identify their business’ long-term employee benefits goals and develop a strategic plan to achieve them.
Strategically plan, execute, and drive benefits plan renewal timelines with the Producers to ensure minimal hold ups.
Assist with day-to-date client needs timely as well
Perform annual renewal negotiations with the carriers, renewal plan selection and other renewal functions as needed.
Present clients with options to enhance their benefits package, including voluntary benefits, and cross-selling opportunities to enhance their package via renewal.
Ensure that the implementation and transition processes for all carrier changes are handled smoothly with minimal disruption and communicate any major issues/changes.
Responsible for the renewal checklist and meets with the Producers to discuss the renewal timeline.
Conduct employer presentations (phone/webinar/in-person) in a consultative, logical, professional, and informative manner.
Assess clients understanding and attitude during meetings and presentations, encouraging feedback, and adjusting accordingly.
Assess the nature of a problem quickly, understands thoroughly the expectations of the client, consistently meets those expectations through viable solutions in a timely manner.
Proactively respond when a potential problem is discovered and assist the client with any escalated employee benefit issues.
Enter notes in CRM system after all meetings, contacts, etc. to ensures follow up issues are handled timely and communicated to client.
Keep team informed and communicates thoroughly and clearly with all team members concerning client issues, renewals, and proactive work.
Positively influence the team members and mediate concerns, offer encouragement and praise, promote engagement, and build good working relationships.
Qualification
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Required
4-6 years of Account Management experience with self-funded, large groups
Occasional travel required to conduct in-person client open enrollment meetings
NY Life & Health license
Excellent interpersonal and communication skills (both oral and written)
Proficient with use of Microsoft Office Suite and products
A passion for being part of a team that drives our company to industry leadership
Ability to establish and maintain effective working relationships with both peers and clients
Authorized to work in the U.S. without sponsorship
Preferred
Employee Navigator experience
Benefits
Medical, Dental, and Vision Benefits
Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
Company paid Short-Term Disability, Long-Term Disability and Group Term Life
Company paid Employee Assistance Program
Paid Parental Leave
Paid holidays
Personalized PTO
401 (k)
Company
PDCM Insurance
PDCM Insurance is an online resource where users can browse insurance options and select plans that are beneficial to them.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
M
Mac McCausland
CPCU Partner
Company data provided by crunchbase
