Job Title

Seeking a CA Life and Health Licensed EB SR AM for a private national broker working remotely or hybrid out of Cupertino, Walnut Creek or Pleasanton, CA. (Hybrid preference but they are open to remote). This is a SR AM role, but LinkedIn will now allow me to post that title. Our Newest ***** The Sr. Account Manager is responsible for day to day management of their assigned book of business. The AM works closely and collaboratively with the internal service team, Benefits Consultants and/or Client Executives to ensure service deliverables meet and exceed client expectations. The SR AM serves as the clients' main point of contact for any benefit- related service needs.**Manages and maintains assigned book of business 100-3k lives (self insured experience required)Serves in an advisory capacity for clients;Delegates work assignments to internal service team membersWorks closely with Benefits Consultants and/or Client Executives to manage the entire renewal processManages day to day client issuesConducts needs analysis and strategy calls Conducts enrollment meetings as neededConducts regular face-to-face meetings with clientsAdvises clients in reducing costs while offering competitive benefits optionsAssists clients with 5500 form filings, as applicableAssists in growing the book of business through cross-sale opportunities when availableBuilds relationships with clients through proactive communicationsCommunicates and educates clients on latest trends, concerns and changes in the industryEffectively and efficiently manages complex accounts and high-level service deliverablesProvides leadership within the extended service teamMust be self-motivated and disciplinedPossess excellent written and verbal communication skillsPossess strong organizational skillsMust be very detail-orientedDemonstrate leadership capabilitiesAbility to work with clients at a strategic levelAbility to thrive in fast-paced environment*** 5+ years' experience in account management or in a consultative role, requiredPrior experience in broker agency or benefit administration firm, requiredCurrent Life and Health license, requiredThorough knowledge of health and ancillary products; requiredWorking knowledge of all Microsoft Office products; required Familiarity and practical knowledge of quoting process and tools; preferredBachelor's Degree, preferredExperience with database applications, a plus.