PIA Field Major Account Manager

A Field Major Account Manager is paramount in maintaining and expanding relationships with strategically important large accounts. Your duties will include managing a portfolio of client accounts, developing new business opportunities, and ensuring clients receive exemplary service while meeting their insurance needs. Acts as a dedicated field major account manager, licensed broker, and internal liaison for a portfolio for large client accounts that is based on revenue and/or enrollment. Meets or exceeds set expectations around customer service delivery and client retention goals. Provides client with the most consultative and thorough service experience including onboarding, proactive consultative / relationship activities, and renewal to ensure plan design meets the client's cost and benefit objectives.

• Proactively understand client benefit offerings and make recommendations through creative plan designs and carrier negotiations to help clients make informed decisions on their benefit decisions. services, and to assess clients’ current needs.
• Using telephone conversations to drive client growth through increased employee participation and enhancing benefits package with additional lines of coverage during renewal. Ensuring each client has the best products that lower their risk to loss and is provided a high-level quality of customer service to compliment those products.
• Responsible for meeting specific client retention goals for assigned book of business in support of Agency financial goals, and meeting service level goals including response time and quality standards. Using Salesforce, review client portfolio, identify potential risk(s), and develop and execute action plans to retain clients.
• Works as a liaison between policyholder (Client) and Insurance Carrier/GA and internal partners to ensure the highest level of customer service is provided. Including urgent enrollment requests/discrepancies. Responsible for meeting specific client retention goals for assigned book of business in support of Agency financial goals and service level goals, including response time and quality standards.
• Holding virtual or onsite open enrollment meetings to increase employee participation and drive revenue growth.
• Educating clients on how to use and gain benefits from BenAdmin and insurance product(s). Educating client employees during annual enrollment on how to use and gain benefits from BenAdmin and insurance products.
• Maintain strong relationships with sales and implementation partners to transition clients from sales to service effectively. Also mentor high potential and newly hired Account Managers.
• Maintain state-specific knowledge of the insurance industry and ACA compliance using internal and external knowledge resources. Including annual mandatory CE credits. Maintain state specific insurance industry and ACA compliance knowledge using internal and external knowledge resources. Including annual mandatory CE credits.