Account Manager

Distro; Arizona; On-site; USD 60,000 - 90,000; Full time

Job summary

PrismHR is seeking an Account Manager to oversee and manage assigned clients, working with sales and support to implement new or renewing accounts. The role involves maintaining relationships with high-level client contacts and traveling for meetings as needed.

The ideal candidate will be highly knowledgeable about group benefits and possess excellent problem resolution and negotiation skills, while maintaining professionalism across the client lifecycle.

Responsibilities

• Coordinate and conduct the implementation for new and renewing clients.
• Coordinate strategy meetings and document collection with Business Consultant.
• Market, analyze, and negotiate benefits and rates for all coverages.
• Request renewal from carrier.
• Conduct pre-renewal and renewal meetings (in person or via Zoom).
• Negotiate renewals with carriers.
• Quote open market when necessary.
• Deliver final renewal to client and finalize benefit selections.
• Obtain applications and monitor benefit administration portals.
• Ensure everything is submitted in a timely manner (at minimum 15 days prior to the effective date).
• Perform first bill audits and host a meeting with client to discuss how the OE went.
• Ensure a high level of customer retention and satisfaction by building relationships with key contacts.

Job description

Job Description

About Us

PrismHR is the leading payroll, benefits, and HR software for Human Resource Outsourcing (HRO) organizations, including Professional Employer Organizations (PEOs) and Administrative Service Organizations (ASOs). Powering more than 80,000+ companies, 2.5 million worksite employees, and $85 billion in payroll processed annually, PrismHR is the most efficient, reliable, and scalable software solution to help PEOs and ASOs grow and prosper. The PrismHR platform is a complete, integrated HR solution supporting the full \"hire-to-retire” lifecycle of HR services. And PrismHR provides a wide range of additional resources that go beyond just technology and support: PrismHR SEEDS sales and marketing program, the annual PrismHR LIVE Conference, and numerous learning opportunities throughout the year are all designed specifically to help PrismHR customers grow their business.

Position Summary

The Account Manager is responsible for the oversight and ongoing management of their assigned clients. The Account Manager works with sales and the support teams to implement new or renewing accounts, ensuring that a high service level is met. The Account Manager will also work with high-level, key employees to maintain the ongoing client relationships. Being extremely knowledgeable about group benefits, having excellent problem resolution and negotiation skills is key. The Account Manager must also be personable, maintain a high-level of professionalism and be able to travel for client meetings.

Essential Duties and Responsibilities

Coordinate and conduct the implementation for new and renewing clients. Coordinate strategy meetings and document collection with Business Consultant. Market, analyze, and negotiate benefits and rates for all coverages. Request renewal from carrier. Conduct pre-renewal and renewal meetings (in person or via Zoom). Negotiate renewals with carriers. Quote open market when necessary. Deliver final renewal to client and finalize benefit selections. Obtain applications and monitor benefit administration portals. Ensure everything is submitted in a timely manner (at minimum 15 days prior to the effective date) Perform first bill audits and host a meeting with client to discuss how the OE went. Ensure a high level of customer retention and satisfaction by building relationships with key contacts. Ensure high levels