Lead Account Manager – Small Group Benefits

Jobtailor; Spokane (WA); On-site; USD 70,000 - 100,000; Full time

Job summary

Jobtailor in Spokane, WA seeks an experienced Account Manager/Operations leader to drive client service excellence and manage a skilled team. You will oversee assigned accounts, guide renewals, and coordinate market strategies to secure optimal benefits for executive clients.

The role requires strong relationship management, vendor coordination, and the ability to mentor staff while delivering high client satisfaction and efficient operations. Washington state location eligible for on-site work.

Qualifications

• Bachelor's Degree or equivalent combination of education and experience.
• Seven (7) or more years of related work experience.
• Must continue to meet Continuing Education requirements for license renewal.
• Encouraged to complete Career Path requirements as communicated by supervisor.

Responsibilities

• Provide customer service and overall service for assigned customers and/or policies.
• Soliciting of new business on existing accounts.
• Support of Producer-led new business efforts.
• Leads the team to ensure that business goals are met and operations run smoothly.
• Assists the department leaders with any required support of the team, such as training.
• Provide full-service for select producers including plan changes and marketing for some agents.
• Review renewals and provide renewal materials to agents/AM, market the group or present to the group.
• Fosters and manages overall relationship with clients ensuring retention and high satisfaction.
• Supports the team by handling escalated matters and overseeing projects.
• Trains and mentors Account Managers to achieve department objectives.
• Reviews client team illustrations and selects markets for solicitation.
• Reviews coverage contracts for accuracy of policy provisions.
• Meets with clients for pre-renewal strategy and proposal delivery.
• Negotiates with markets for benefits premium concessions.

Skills

Customer Service

Client Relationships

Team Leadership

Training & Mentoring

Vendor Management

Education

Bachelor's Degree or equivalent

Tools

Agency Mgmt System

Job description

• Responsible for providing customer service and overall service of assigned customers and/or policies
• Soliciting of new business on existing accounts
• Support of Producer-led new business efforts
• Leads the team to ensure that business goals are met and operations run smoothly
• Assists the department leaders with any required support of the team, such as training
• Provide full-service for select producers including plan changes, questions from groups, marketing for some agents according to rate increase level
• Review renewals as they come in and provide renewal and template letter to agent/AM, and market the group or present to the group depending on rate increase
• Fosters and manages overall relationship with clients ensuring retention of executive benefits book of business and high satisfaction
• Supports the team by handling escalated matters, answering questions, delegating tasks, and overseeing tasks/projects
• Helps with developing training materials for the Account Managers
• Trains and mentors Account Managers to achieve department objectives
• Reviews client team's illustrations
• Selects markets for solicitation
• Reviews coverage contracts for accuracy of policy provisions
• Meets with clients for pre-renewal strategy, proposal delivery and explanation
• Conducts client meetings and answers questions regarding benefit coverage
• Negotiates with markets for benefits premium concessions
• Ensures that client team handles client benefit inquiries and manages team to effectively service clients; resolves escalated service issues
• Manages new carrier and plan implementations for book of business
• Ensures team prepares reports and reviews for accuracy
• Processes and follows up on new business
• Meets with clients as needed or directed by Producer
• Acts as a liaison between local office and corporate departments such as Accounting, IT and Facilities to ensure effective and efficient operations of the office
• Manages office vendor relationships including vendor account management, procurement, invoice reconciliation and processing, scheduling maintenance requests and serving as main point of contact for vendors while on-site
• Collection of fees, reconciliation, and resolution of any outstanding balances within 60 days of invoicing date
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
• Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates
• Performs other duties as assigned

Requirements

• Bachelor's Degree or equivalent combination of education and experience
• Seven (7) or more years of related work experience
• Must continue to meet Continuing Education requirements for license renewal
• Encouraged to complete Career Path requirements as communicated by supervisor

Core Competencies

Demonstrates expertise in customer service, client relationship management, and team leadership to ensure operational efficiency and high client satisfaction. Proficient in training and mentoring staff while managing new business initiatives and vendor relationships.

Highest-signal resume keywords

• Customer Service Management
• Client Relationship Management
• Team Leadership
• Training and Mentoring
• Vendor Account Management

ATS Optimization Keywords

Hard Skills

• Policy Review
• Contract Accuracy
• Benefit Coverage Negotiation
• Data Integrity Compliance
• New Business Processing

Soft Skills

• Problem Solving
• Communication
• Delegation
• Escalation Management

Certifications & Qualifications

• Bachelor's Degree
• Continuing Education Requirements

Industry Keywords

• Client Retention
• Executive Benefits
• Market Solicitation
• Renewal Strategy
• Operational Efficiency

Tools & Technologies

• Agency Management System