Represent a reflection of Bond and embody our point of difference in the marketplace. Help to build our network by embracing stakeholders as part of our extended family.
The Account Manager is responsible for primary oversight of the relationships of Bond with its valued clients. They are responsible for maintaining overall relationships, additional sales, and service for a portfolio of Bond customers.
The Account Manager should epitomize Bond’s culture of Trust, Accountability and Teamwork. The goal is to contribute in sustaining and growing our business to achieve long-term success.
Essential Duties and Responsibilities
Provide professional, unparalleled customer service to our clients, carriers, agents, and vendors.
Manage and retain an assigned book of group insurance business with focus on client satisfaction and retention.
Develop trusting relationships with clients through a thorough understanding of customer needs, while continuously proposing solutions that meet their objectives.
Advocate on behalf of our clients and their employees with carriers, vendors, and within our internal processes.
Serve as a communication link between clients and Bond’s internal teams.
Prepare client quotes for group insurance products by analyzing client bills; creating comparisons; conducting financial analysis; and, selecting plan options.
Prepare and present client benefit renewals.
Conduct client enrollment meetings to present benefit options to clients’ employees.
Maintain poise under pressure; take responsibility for actions, and follow through on commitments.
Execute quick decisions with regard to waiving or deviating from established policies or procedures to ensure exceptional customer service.
Expand depth of knowledge and attention to detail to deliver accurate service and manage expectations appropriately.
Stay abreast of all applicable legislation and provide education and guidance to customers.
Education and Experience
Bachelor’s degree (B. A.) from four-year College or University and two to three years of Account Management experience; or equivalent combination of education and experience is required.
Certificates, Licenses, Registrations
Current Life and Health Insurance License and valid driver’s license are required in order to perform the essential duties and responsibilities of this position.
Ability to read and interpret documents such as policy summaries, contracts, underwriting guides, process flow diagrams and procedure manuals. Ability to write routine reports, correspondence and standard operating procedures.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Ability to apply concepts of basic algebra.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
To perform this job successfully, an individual should have proficient knowledge of Internet software, Contact Management systems, Database software, Email software, and Microsoft Office Suite (Outlook Calendar and Email, PowerPoint, Excel, and Word).
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, see and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds.
Travel, approximately 60% in the Upstate New York area is required in order to perform the essential duties and responsibilities of this position.
Bond Benefits Consulting is one of Upstate New York’s leading employee benefits consulting firms. We specialize in providing our clients with unparalleled strategic planning, Affordable Care Act guidance, compliance solutions, HRIS software, education and advocacy for their employees, and truly act as an extension of our clients’ Human Resources Departments.
To be the best benefits consultant, our mission is to attract the best – the best customers, the best employees, and the best providers, allowing us to provide an unparalleled experience to all stakeholders.