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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client management and relationship-building capabilities, with a focus on delivering tailored, data-driven solutions. Proficient in utilizing account management software and driving client retention through effective communication and innovative strategies.
Highest-signal resume keywords
Client ManagementApplied EPIC SoftwareHealth and Life Insurance LicenseRetention Target AchievementCross-Selling Products
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account ManagementData-Driven SolutionsClient ProposalsMultitaskingProject Management
Soft Skills
Communication SkillsRelationship BuildingCreative Problem-SolvingTeam CollaborationCustomer Service
Tools & Technologies
Agency Management SystemEngagement SoftwareDigital Marketing Tools
Certifications & Qualifications
Health Insurance LicenseLife Insurance License
Industry Keywords
Client RetentionCustomer LifecycleDigital StrategySelf-Service ToolsRemarketing
About the role
Key responsibilities & impact- Serve as the primary point of contact for assigned clients and manage day-to-day communications
- Foster strong, long-lasting client relationships throughout the customer lifecycle
- Understand client needs and objectives and provide strategic recommendations and tailored data-driven solutions
- Coordinate annual enrollment support throughout the client policy lifecycle
- Maintain timely and accurate customer activity data in the Agency Management System and related engagement software
- Implement and monitor data-driven, customer-tailored marketing or awareness campaigns
- Drive client retention and growth targets through proactive engagement tools and campaigns
- Identify opportunities for client growth and expansion of services
- Share client engagement best practices with peers
- Stay updated on industry trends and best practices
- Coordinate with Digital Marketing, Human Resources, Compliance, and third-party partners
- Collaborate with the Digital Employee Benefits Team Leader to address challenges and improve service delivery
- Support cross-functional initiatives that enhance digital strategy and client success
- Drive client adoption of self-service tools and enrollment capabilities
- Promote additional digital services and solutions
- Introduce innovative ideas, tools, and approaches within client accounts
- Meet or exceed client retention and satisfaction metrics through a consultative, technology-first approach
- Perform other tasks or projects as requested by service team or regional leadership
Requirements
What you’ll need- Strong client management and relationship-building skills, with a client-focused approach
- Excellent communication and presentation skills, with the ability to convey complex information clearly and effectively
- Experience in Applied EPIC or similar account management software
- Ability to multitask across multiple systems and workflows
- Ability to work collaboratively in a team environment and manage multiple projects simultaneously
- Creative problem-solving abilities and a passion for customer service
- Hold applicable Health and Life Insurance state license
- Minimum of 2 years of experience in account management or a related role
- Must have held a current license for over 1 year
- Proven experience managing client relationships and achieving retention targets
- Experience in remarketing clients across multiple carriers, delivering client proposals, and providing consultation regarding available solutions
- Ability to account-round and cross-sell products to broaden the total client relationship