Account Manager

Employee Retention Benefits, Inc.; Covina (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Employee Retention Benefits, Inc. is seeking an Account Manager to serve as the primary liaison for assigned client accounts in California.

You will nurture relationships, coordinate with Sales, Operations, Enrollment, Support, and carriers, and guide clients through benefits enrollment and service issues. In this role you will monitor account activity, communicate proactively, document follow-ups, and advocate for client needs while working to ensure satisfaction and retention across open

Qualifications

• Experience managing client accounts and relationships.
• Ability to coordinate cross-functional teams including Sales, Operations, Enrollment and Support.
• Strong communication and problem-solving skills.

Responsibilities

• Serve as the primary point of contact for assigned client accounts.
• Build and maintain client relationships through regular communication and proactive outreach.
• Conduct scheduled meetings and check-ins to understand client needs and provide updates.
• Coordinate with internal teams to meet client service needs and ensure timeliness.
• Assist with enrollment steps and support during key milestones.

Skills

Client relationship management

Account management

Communication

Project coordination

Job description

Account Manager

Employee Retention Benefits, Inc. (ERB)

Reports to the Sales Leadership Team

Position Summary

As an Account Manager, you will be the primary point of contact for your assigned clients. You will build relationships through regular check-ins, help clients resolve billing and service issues, and guide them through benefits enrollment. You will work closely with Sales, Operations, Enrollment, Support, and insurance carriers to coordinate service and keep clients informed.

Key Responsibilities

Client Relationship Management

• Serve as the primary point of contact for assigned client accounts.
• Build and maintain client relationships through regular communication and proactive outreach.
• Conduct scheduled meetings and check-ins to understand client needs, provide updates, and address concerns.
• Identify opportunities to expand services in ways that support each client's objectives.
• Support client satisfaction and retention by following through on requests and commitments.

Account Management

• Coordinate with Sales, Operations, Enrollment, and Support to meet client service needs.
• Monitor account activity and key performance indicators to ensure service standards are met.
• Maintain accurate account records and document follow-up activities.
• Coordinate client meetings, virtual appointments, and on-site visits as needed.
• Assist with project coordination and implementation for assigned accounts.

Client Advocacy and Support

• Serve as a liaison between clients and insurance carriers to resolve service issues.
• Assist clients with billing inquiries and work with carriers to resolve discrepancies.
• Guide clients through enrollment and help them address issues as they arise.
• Identify and address client concerns before they escalated.
• Provide timely updates on open requests and follow up with clients on the outcome.

Enrollment and Service Support

• Explain enrollment steps and timelines to clients and their employees.
• Coordinate with enrollment teams on implementation and benefits administration.
• Support clients during open enrollment and other key account milestones.
• Help clients complete required documentation accurately and on time.