Account Manager - Kavaliro

Our client is seeking an Account Manager for a hybrid position in Orlando, FL. The Account Manager (AM) is responsible for day to day management of their assigned book of business. The AM works closely and collaboratively with the internal service team, Benefits Consultants and/or Client Executives to ensure service deliverables meet and exceed client expectations. The AM serves as the clients’ main point of contact for any benefit- related service needs.



Essential Duties and Responsibilities (include but are not limited to):

• Manages and maintains assigned book of business 
• Serves in an support and service capacity for clients;
• Works closely with Benefits Consultants to manage the entire renewal process 
• Manages day to day client issues
• Conducts enrollment meetings as needed 
• Develops employee communications for client distribution
• Assists technology team with benefits administration requirements development and testing
• Assists clients with 5500 form filings, as applicable
• Effectively and efficiently manages complex accounts and high-level service deliverables
• Reviews and/or produces marketing and financial renewal exhibits

Qualifications, Skills and Requirements:

• Must be self-motivated and disciplined 
• Possess excellent written and verbal communication skills 
• Possess strong organizational skills
• Must be very detail-oriented 
• Demonstrate leadership capabilities
• Ability to work with clients at a strategic level 
• Ability to thrive in fast-paced environment 

 

Education, Training and Experience:

• 3+ years’ experience in account management; preferred
• Prior experience in broker agency, carrier, or benefit administration firm; required 
• Current Life and Health license; required
• Thorough knowledge of health and ancillary products; required
• Working knowledge of all Microsoft Office products; required  
• Familiarity and practical knowledge of quoting process and tools; preferred 
• Bachelor’s Degree; preferred

Kavaliro provides Equal Employment Opportunities to all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Kavaliro is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Kavaliro will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please respond to this posting to connect with a company representative.

Hybrid

By using best practices and optimal employee recruiting strategies, Kavaliro provides employers with employment solutions by providing the most qualified and professional employees, who can staff both project and permanent positions in order to ensure the ongoing success of all types of businesses. We use a streamlined-yet-thorough approach to staffing that saves our clients administrative time, resources and money.