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Premier Account Manager
Prudential Securities
Walnut Creek, CA, United States
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Description
Prudential’s Group Insurance (GI) Premier Account Management team is seeking an experienced Account Manager to service multiple small to medium financial/insurance accounts. The incumbent will be accountable for managing relationships with assigned new and existing customers, mobilizing support staff to help maintain and strengthen account relationships, and growing the business while also resolving issues as they arise. This position entails generating profitable revenue growth by retaining existing customers, expanding business and achieving customer satisfaction. The Premier Account Manager is typically assigned accounts (90 - 999 lives) that vary in complexity.
Responsibilities:
• Responsible for strategic management of assigned book of business, including the development of customer specific business plans to identify opportunities to retain and profitably grow business and to strengthen relationships.
• Collaborate with Premier Sales Executives and Regional Account Directors on books of business to identify business growth opportunities.
• Coordinating enrollment, sales and support services for assigned accounts (90 999 lives).
• Build strong relationships and collaborate with internal functional partners to successfully implement new business, address service inquires, and provide consultative support.
• Actively participate in special projects throughout the year, serve as a resource for new hires for the first six months, and serve as a backup for other team members.
• Provide ongoing coaching and mentoring to peer group.
• Update reporting source systems.
Qualifications
• Demonstrated success in servicing multiple small to medium financial/insurance accounts.
• Three (3) plus years of relevant experience.
• Self-motivated with the ability to work independently and provide timely results.
• The ability to develop and grow relationships, while maintaining targeted retention rates.
• Demonstrated ability to successfully partner with consultants, brokerage firms and/or third party administrators.
• Excellent written/verbal communication and presentation skills.
• Strong organization and time management skills.
• Solid knowledge of group insurance products and services preferred.
• Active Group Life and Health Insurance license or obtained within 30 days of hire.