Account Manager

Primary funcions

  • Serve as the primary contact for all employer client decision makers
  • Oversee all aspects of relationship with assigned clients
  • Educate and provide enrollment support on flexible benefits product
  • Identify cross-sale opportunities with our clients 
  • Develop and maintain strong relationships with decision makers and centers of influence at our clients
  • Ensure client satisfaction and meet retention goal of 98% for you client group
  • Process daily workload for COBRA administration 

Major responsibilities

Carry out the marketing plan as developed at each client’s workplace in adherence to agency practices, procedures and policies

  • Maintain professional advisory and consultative relationships with assigned accounts
  • Promote growth of accounts through benefit fairs and participation in other public relations functions
  • Improve and foster excellent relationship with group’s key personnel
  • Consult with employees on product design and benefits
  • Consult, present and enroll employees in flexible benefit products and document conversations and decisions with each employee through the appropriate systems
  • Build relationships with existing clients and look for opportunities to increase enrollment
  • Maintain and develop knowledge of all flexible benefits products that you are involved in
  • Serve as a back-up when needed for the operations and customer service departments
  • Manage all open enrollment functions for your designated clients
  • Renewal paperwork
  • Collection of enrollment forms
  • Issue Welcome kits
  • Draft and issue plan documents and amendments when needed
  • Correspond quarterly with each of your group contacts to satisfaction with NueSynergy services and address any future needs

Other responsibilities 

  • Foster morale, pride and team spirit among other employees and show respect for co-workers at all times
  • Participate in community affairs
  • Cultivate and maintain and image of respect with all competitors
  • Identify competitors’ strengths and weaknesses
  • Stay aware and seek out resources to enhance sales skills 
  • Maintain and improve professional product knowledge, markets, rules, regulations and other industry issues
  • Recommend possible gains in efficiencies in operations and sales
  • Refer appropriate prospects to other agency departments for cross-selling opportunities
  • Maintain a professional image and conduct at all times
  • Remain calm in all situations 
  • Act with integrity and maintain honest communications with customers and fellow employees
  • Travel required


  • Understanding of products in the Flexible Benefits industry to include HSA/FSA/HRA/COBRA
  • Demonstrated advisory skills and ability to deal well with people
  • High level of organizational ability
  • Excellent communication skills
  • Friendly, positive and approachable demeanor
  • Sales experience preferred
  • Strong and responsive listening skills
  • Ability to adapt within and to varying work environments or client locations
  • Ability to adhere to privacy and confidentiality expectations