Account Manager

Jobtailor; South Jordan (UT); On-site; USD 70,000 - 100,000; Full time

Job summary

Jobtailor in Utah is seeking a seasoned Account Manager to manage a defined book of business, serve in an advisory capacity, and coordinate with internal teams during renewals. You will conduct needs analysis, enroll clients, and hold regular face‑to‑face meetings to optimize health and ancillary benefits.

The role requires 3+ years in account management, knowledge of benefits products, and a Life and Health license. Bachelor’s degree is preferred.

Qualifications

• 3+ years’ experience in account management or in a consultative role.
• Current Life and Health license.
• Familiarity with quoting process and tools.
• Bachelor’s Degree preferred.

Responsibilities

• Manage and maintain assigned book of business.
• Advise clients and serve in an advisory capacity.
• Delegate work to internal service team members.
• Manage renewal processes with Benefits Consultants and Client Executives.
• Conduct needs analysis and strategy calls.
• Provide leadership within the extended service team.
• Build relationships with clients through proactive communications.
• Educate clients on latest trends and changes in the industry.

Skills

Account management experience

Education

Bachelor’s Degree preferred

Tools

Microsoft Office

Quoting tools

Job description

Responsibilities

• Manage and maintain assigned book of business
• Serve in an advisory capacity for clients
• Delegate work assignments to internal service team members
• Work closely with Benefits Consultants and/or Client Executives to manage the entire renewal process
• Manage day‑to‑day client issues
• Conduct needs analysis and strategy calls
• Conduct enrollment meetings as needed
• Conduct regular face‑to‑face meetings with clients
• Advise clients in reducing costs while offering competitive benefits options
• Assist clients with 5500 form filings, as applicable
• Assist in growing the book of business through cross‑sale opportunities when available
• Build relationships with clients through proactive communications
• Communicate and educate clients on latest trends, concerns and changes in the industry
• Effectively and efficiently manage complex accounts and high‑level service deliverables
• Provide leadership within the extended service team

Requirements

• 3+ years’ experience in account management or in a consultative role
• Prior experience in broker agency or benefit administration firm
• Current Life and Health license
• Thorough knowledge of health and ancillary products
• Working knowledge of all Microsoft Office products
• Familiarity and practical knowledge of quoting process and tools
• Bachelor’s Degree preferred
• Experience with database applications a plus