Client Account Manager

Description:

The Client Account Manager will:

• Provide regular updates of plan performance (quarterly updates)
  • Conduct the analysis
  • Prepare the deliverables
  • Help client interpret the results
• Prepare and deliver annual renewals
  • Conduct the analysis
  • Negotiate the best price
  • Prepare the deliverable
  • Help client interpret results
• Be the first point of contact for ongoing client needs
• Work collaboratively with associates where applicable
• Define service standards with clients and manage account lifecycle according to set service agreement/commitment. Ensure service standards are met and all deliverables are complete and client focused
• Communicate regularly and work collaboratively with all other members of the IS team for necessary support in meeting client demands
• Ensure that plan design strategies are appropriate based on the plan sponsor’s needs and goals via regular reviews of the utilization among the various benefit levels
• Ensure that the funding arrangement/pricing model is appropriate via regular reviews of the performance of the financial component of the program,
• Ensure the insurance provider is administering and underwriting the program appropriately and that service standards are met.
• Support plan sponsors in their ongoing administrative needs
• Where necessary, provide support to insurance carrier contacts in working with clients to collect deficits, outstanding premiums or claim funding adjustments that are overdue
• Facilitate, follow-up, resolve and communicate any escalated service issues
• Look for opportunities to implement new products
• Project leader for implementations on plan design changes, amendments and pricing – including flex launches and re-enrolments. Act as liaison, working with underwriting/carrier contacts (and associate brokers as necessary)
• General expectation to provide internal support, leadership, coaching and guidance to all other IS Team Members, through your interactions and handling of client relationships and situations
• Take part in transitioning new business acquisitions to the ongoing management service model
• Work with Client Manager to ensure that the proper internal resources are assigned and available to assist in the execution of tasks within the required timeframes,
• Build and manage effective relationships with internal staff and external business partners
• Establish and maintain excellent working relationship with insurance carrier staff
• Maintain a high degree of technical and industry expertise; by participating in industry conferences, seminars, etc.