Account Manager

Position summary 

Account Managers serve as the primary contact for all assigned clients and will develop and nurture client relationships accordingly. The individual in this position should be well-versed in flexible benefit products and comfortable aiding in plan initiation and management. Identifying opportunities for cross-selling and ensuring client satisfaction are also key day-to-day responsibilities.

Primary functions

  • Serve as the primary contact for all client decision makers.
  • Oversee all aspects of the relationships with assigned clients.
  • Educate and provide enrollment support on flexible benefits products.
  • Identify cross-sellling opportunities with our clients.
  • Develop and maintain strong relationships with our client decision makers.
  • Ensure client satisfaction and meet the 98% retention goal for your client group.
  • Process daily workload for COBRA administration.

Major responsibilities

  • Execute the developed marketing plan 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 relationships with your group’s key personnel.
  • Consult with employees on product design and benefits.
  • Consult, present and enroll employees in flexible benefit products; document conversations and decisions with each employee through the appropriate systems.
  • 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.
  • Complete renewal paperwork.
  • Collect enrollment forms.
  • Issue welcome kits.
  • Draft and issue plan documents and amendments when needed.
  • Correspond quarterly with each of your group contacts to address 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 an 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