Corporate Synergies

Account Manager

• Manage client life-cycle deliverables with oversight from the Benefit Consultant and Team Lead to support retention of a book of business
• Work on increasingly complex client-related deliverables
• Complete training and professional development in strategic account planning, communication, and project management
• Identify an area of focus or subject-matter expertise
• Maintain current client files and internal systems according to company protocols
• Execute onboarding, ongoing support, and renewal service deliverables across all coverage lines and products
• Support development of client goals, objectives, and multi-year strategic plans
• Define annual service delivery calendars
• Prepare client deliverables using team expertise, tools, and established standards
• Communicate and present findings, analysis, and recommendations in meetings, calls, and emails
• Prepare standard and ad hoc reports and client projects
• Develop and maintain client and vendor relationships
• Review employee education and communication materials during periods such as open enrollment
• Research, respond to, and resolve client inquiries and service issues
• Maintain BenefitPoint, Oracle, and client files according to data standards
• Manage client stakeholder contact information for satisfaction and thought leadership purposes
• Create and manage internal account plans with the Team Lead and Producer
• Interact with carriers and vendors on behalf of clients and the team
• Identify and leverage resources for upsell opportunities
• Reconcile client revenue monthly between BenefitPoint and Finance Accrued Revenue
• Develop new and creative benefit solutions with guidance

Employee Benefits Account Manager