• Employee Benefits Sr. Account Manager

    Job ID
    # of Openings
    Employee Benefits
  • Overview

    Job Title: Senior Account Manager

    Department: Account Management

    Reports To: Supervisor / Senior Account Manager

    FLSA Status: Exempt


    Summary: This position provides strategic relationship management and consultative services to large, multi-state, multi-site clients with self-funded health plans.  As the leader of the client team, this role is responsible to assemble, mobilize and deploy the company’s health and welfare benefit resources to provide outstanding consulting, marketing, and communication efforts to meet the our client-partner’s employee benefits needs.  While utilizing their unique skills and abilities with health & welfare benefit plan design, they will consult with clients to deploy insurance coverages and claims paying services, coordinate all communication efforts and use their understanding of our client-partners’ needs to expand business opportunities and further solidify our relationships with them.  The ability to focus on delivering exceptional customer service while working in a fast-paced environment with minimal supervision is essential.


    This position will support and report to the clients and team headquartered in the Hunt Valley, MD office of AP Benefit Advisors, but has the opportunity for telecommuting. 


    Essential Duties

    • Retain existing client base by answering product and service questions in a timely and efficient manner
    • Market annual renewals according to company policy.
    • Assist Sales Executives with research and preparation for client presentations by evaluating current product results, identifying needs to be filled, monitoring competitive options, and analyzing and relaying customer experience.
    • Recommend information about other products and services for additional organic sales growth.
    • Build, expand, and solidify relationships with existing clients at all levels within the company.
    • Delegate items when appropriate to the internal sales and marketing team to ensure all client deliverables are met timely.
    • Direct the implementation and execution of sold accounts to the carrier and/or third party administrator.
    • Follow applicable processes and procedures to ensure that expectations and turnaround times are met.
    • Sustain customer records by updating account information in all applicable database systems when applicable.
    • Remain abreast of the health insurance environment and constantly changing insurance legislation.
    • Respond to routine and non-routine correspondence.
    • Handle highly confidential and sensitive information.
    • Work independently and within the team on special nonrecurring and ongoing projects.
    • Represent AP Benefit Advisors in a positive and professional manner with both internal and external customers.
    • Maintain composure and effectiveness under pressure in a deadline driven environment.
    • Perform other duties and special projects as assigned.


    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


    Skills, Education and/or Experience

    • Bachelor’s degree and 10+ years industry experience; or combination of education and/or equivalent work experience.
    • Proficient in Microsoft Office applications and demonstrated ability to learn new software systems
    • Life & Health License (Required)
    • Self-funded health plan knowledge and experience

    Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


    While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.


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