Account Manager – Professional Employer Organization

Description:
• Oversees account management for an assigned book of business for products and services in support of profitable growth and other business objectives within the Professional Employer Organization (PEO) segment.
• Support strategic business plans for accounts and customer relationships, focusing on revenue growth, member retention, and achievement of financial objectives.
• Under general supervision, manages the operations of an assigned book of business, ensuring high levels of customer satisfaction, retention, and account growth.
• In collaboration with the Account Executive and leadership, develops complex account plans and strategies to maximize customer relationships, mitigate risks, and achieve superior customer service.
• Conducts routine business reviews with clients, identifying areas for improvement, and making recommendations to optimize account outcomes.
• Collaborates with internal stakeholders, such as operations, marketing, and product teams, to align account strategies, deliver value-added solutions, and enhance customer experience.
• Designs and delivers client presentations and reports to showcase account stewardship, highlight opportunities, and drive engagement.
• Implements proactive account management and customer support, addressing client inquiries, resolving issues, and ensuring a smooth and positive client experience.
• Collaborates with cross-functional teams to ensure timely and accurate delivery of client projects, products, and services, meeting client expectations and driving customer satisfaction.
• Identifies and assesses risks within client accounts, developing mitigation strategies and action plans to proactively address challenges and ensure long-term success.

Requirements:
• 3-5 years work experience in Account Management, client facing (Employee Benefits).
• Possess excellent problem solving and decision making skills.
• Proficiency in Microsoft Office, Excel, TEAMs and PowerPoint.
• Health Insurance license (or must obtain within 90 days of hire).
• Ability to travel 10-15% nationally.
• Strong communication skills, verbal and written.
• C-Suite experience.

Benefits:
• Affordable medical plan options
• a 401(k) plan (including matching company contributions)
• an employee stock purchase plan
• No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
• Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.