Pinecrest Consulting · 2 days ago

Account Manager

Dallas, TX

Full-time

Onsite

Mid Level

3+ years exp

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Responsibilities

Maintaining a diverse client portfolio with whom you will check in regularly and maintain strong, long-lasting relationships.

Acting as the main point of contact and liaison between clients and the company, including handling reconciliations, audits, terminations, and enrollments.

Efficiently managing client inquiries and providing tailored solutions with a proactive approach to identifying potential issues.

Utilizing critical thinking skills to analyze client accounts, understand payroll platforms, and navigate carrier requirements, identifying opportunities for growth through cross-selling.

Ensuring smooth and effective processes from start to finish in client management, including oversight of policy renewals and adjustments.

Maintaining proficiency and efficiency in all tasks, setting a high standard for client service, with a strong emphasis on accuracy and timeliness in documentation and reporting.

Collaborating with cross-functional teams to ensure seamless service delivery, client satisfaction, and compliance with industry regulations.

Utilizing advanced computer skills to maintain accurate client records and data, including the integration of technological solutions to enhance service efficiency.

Developing a thorough understanding of the client's business and industry to provide tailored solutions and advice, ensuring alignment with their strategic objectives.

Qualification

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Insurance experienceComputer skillsRelevant software proficiencyInsurance licenseCommunicationClient relationsAccount managementTeam playerPositive work environment