Client Account Manager

IXSolutions is seeking a motivated, enthusiastic, experienced Account Manager to support the growth of their group sales department.  Someone who loves relationship building, problem solving, and helping businesses grow and succeed.

You will have the opportunity to work directly with the Executive team and be a part of our customer success strategy. 

If you love the excitement of managing a book of business and being a part of a growing company, this job is for you! 

Job Type: Full-Time

Base Salary: $60,000 – 70,000 per year plus commission 

About Us 

IXSolutions (IX) is an established brokerage that is consistently striving to be at the forefront of the Employee Benefits space (nationwide), bringing our clients’ unique ideas, products, and strategies to hire and retain top talent. 

What do we do? 

We help companies attract and retain talented employees using employee benefits. 

How do we do it? 

We provide unique ideas, products, and strategies to businesses combined with education and technology to help make it an easy process. 

What are our values we look for in teammates? 

• Team first mentality 
• Competitive greatness 
• Unimpeachable character 
• Sincere candor 

Role 

This role is crucial in supporting the growth of IXSolutions, as you will be strictly focused on managing current clients and new clients brought into the firm.  You will need to: 

• Be the liaison between our clients and the carrier. 

• Build a professional relationship and maintain constant communication between the primary contact(s) at our client. 

• Solve problems and issues that arise throughout the year. 

• Be an expert in the employee benefits and stay up to date on the latest trends and solutions to consult our clients on strategies throughout the year. 

• Up-sell/cross-sell to increase the lifetime valule of our clients. 

• Work closely with senior leadership to understand how we can address the unmet needs of our clients and help them increase their benefits while managing their bottom line. 

• Help our clients increase education around their benefits package and technology platforms for a win: win: win value proposition; you’ll win with a successful and lucrative career; our clients will win with helping their employees truly understand their benefit offerings; IXSolutions will win by helping you and the company achieve those goals.

Our ideal candidate will be ready to jump into a fast-paced environment and is adaptable to successfully execute sales strategies and close deals.  You are expected to come ‘batteries included’ with a vast array of experience so that you can direct the team as to what sales strategies will work best, rather than the other way around. 

Responsibilities 

• Manage new hire, termination, and billing requests. 

• Conduct onboarding calls to make new clients aware of our services, processes, and communications year-round. 

• Conduct check-in calls to maintain constant communication with our clients, address needs/concerns, up-sell, and ask for referrals. 

• Manage the renewal process from start to finish, which includes: 

  • Setting expectations of process and timeline up-front with our clients. 
  • Work with carrier partners to obtain renewal and alternative quotes and format into a professional proposal. 
  • Present proposal (current/renewal/alternative) and overall solutions/strategies to clients. 
  • Collect necessary paperwork and communicate to the proper carriers of the client’s decision. 
  • Create a benefit booklet for clients to reference throughout the year. 

   

• Work with Employee Benefits Consultants to make sure needs of current and new clients are being met year-round. 

• Engage in speaking or webinar opportunities for open enrollment meetings. 

• Customize benefits administration system for clients with benefits, rates, and education materials. 

• Maintain a clean and updated CRM for our clients. 

• Meet with the Executive team weekly to discuss performance of week prior and asses/strategize next week’s plans and objectives. 

• Anything else deemed necessary surrounding customer success. 

Results 

• Smooth transition for our current clients that are assigned to you. 

• Increase retention of our overall book of business. 

• Increase satisfaction rate in our annual Client Satisfaction and Engagement Survey 

• Increase the lifetime value of our clients by increasing their benefits package. 

Skills and Experience 

• Bachelor’s degree in Business or Marketing preferred. 

• Minimum 3 years of account management experience within the group health insurance industry. 

• Maintain a razor-sharp focus on daily client needs and overall customer success strategies. 

• Working knowledge of carrier portals and current benefit administration technologies and tax-advantaged benefit plans (FSA’s, HRA’s, HSA’s). 

• Understanding of compliance issues related directly to the group health and ancillary insurance market. 

• Proven track record in managing a book of business and increasing client satisfaction. 

• Balance the need to be assertive yet consultative with a positive and competitive attitude. 

• Quick response times. 

• Team player with a great attitude, self-motivation, and the ability to work in a fast-paced environment. 

• Intellectually curious. 

• Growth Mindset. 

Your X Factor! 

At IX, we hire self-starters and “do-ers” whose values reflect our own. Do you have a passion for facing challenges head-on? Do you view yourself as someone who is detail-oriented and has strong sales and execution skills? Great! We value hard work but don’t take ourselves too seriously.

We will help you take continued steps forward in developing your overall sales execution skills and creating untold opportunities for yourself. Working with some of the industry’s best, you will grow in a supportive team environment while adding to your impact. Every day, IX presents new opportunities for you to grow, learn, and thrive. 

Why join IX? 

• Highly competitive compensation and commissions package, competitive benefits package, and multiple career paths. 
• Flexible vacation/sick days. 
• We offer a flexible, hybrid work-from-home environment. 
• Casual dress. Want to wear jeans and a t-shirt to work? Cool. Us too. 
• Collaborative teammates welcome you onboard and provide the support to help you succeed. 
• Employee social events, team lunches, and office snacks to fuel you throughout the day. 

IX is committed to fostering an inclusive workplace where people across all dimensions of diversity and intersectionality, including, but not limited to race, ethnicity, religion, sexual orientation, age, marital status, disability, gender identity, gender expression, sex, or country of origin are welcomed, valued, and celebrated! We have an opportunity to increase representation at all levels and need your unique talents, background, and perspectives. We look forward to your contributions. 

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