Account Manager – Employee Benefits

Job Description:

Our client is currently seeking an Account Manager to manage existing employee benefits clientele and oversee their growth into long-term accounts. The main goals of this account manager position is to retain existing clients and identify new business opportunities within those accounts. This is a full-time, permanent position located in the Albany, NY area.

Responsibilities Include:

  • Managing account renewals through complete plan and competitive rates analysis, proposal creation including recommendations on new business opportunities that will improve on the existing plan.
  • Performing marketing and network analysis along with claims experience, benchmarking, and contributions analysis in order to identify new lines of business.
  • Managing client deliverables through the maintenance of contract documents and assisting client services with client issues when necessary.
  • Staying up to date with regulatory issues and communicating them with clientele.
  • Regular communication with management regarding issues that will affect the clients.
  • Analysis of prospective client insurance and benefit needs with management.

Qualifications:

  • Bachelor’s Degree or 5+ years of work experience in Group Heath Account Management.
  • NYS Life, Accident, and Healthcare Licensure is expected within 1 year of employment.
  • Proficient with Microsoft Office Suite, prior use of TAM software is a plus.
  • Must say up to date on industry regulations.
  • The ideal candidate will have excellent written and verbal communication skills, problem solving skills, and will be customer service oriented.

 

If you are qualified for this position, please apply using our secure online form.

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Inside Sales Assistant

Description:

Our client is currently seeking an Inside Sales Assistant to provide support for the Director of Sales. This position requires heavy phone usage for communication with existing and potential clients. This is a full-time, permanent position located in the Albany, NY area.

Responsibilities include:

  • Constant communication with the sales team and Director while acting as support for essential sales process tasks.
  • Preparation of sales proposals which requires in-depth understanding of the products and services offered by the company.
  • Reporting and updating of data entry to ensure accuracy and timeliness.
  • Provide timely customer service solutions and responses to customer claims and inquiries.
  • Logging transactions and tracking marketing materials throughout the day.

Qualifications:

  • Must have excellent time management and organizational skills.
  • Must have inside sales experience with proven success in developing and maintaining client relationships.
  • Prior customer service experience.
  • Proficiency with Microsoft Office Suite and SAP applications.
  • Strong written and verbal communication skills.

 

If you are qualified for this position, please apply using our secure online form.

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Vice President of Sales and Strategic Accounts

Description:

Our client is currently seeking a Vice President of Operations to lead its pre and post sales client relationship teams. This Vice President of Operations role is a customer-focused position that requires extensive experience running client services operations globally. This is a full-time, permanent role located in New York’s Capital Region.

Responsibilities Include:

  • Creation of a multi-tier management team that synergize the operation of sales, strategic accounts, and customer support.
  • Facilitate create cross-selling and partnership opportunities by developing and managing scalable Sales, Client Services, and Support Teams that will perform client onboarding, customer support, account operations, and tech support.
  • Promotion of a company-wide, customer-centric ideal as the company expands its reach through the integration of new technology, processes, and customer engagement.
  • Create and implement measurable metrics and KPI’s to accurately assess and improve upon customer experience with and their perception of the company.
  • Coordination and management of Client Services programs/teams company-wide.
  • Delivering professional onboarding process supported by effective customer support.
  • Strategically plan for customer service and sales leadership changes according to on-going product and service evolution.
  • Coordinate the integration of new suppliers/trading partners and the response operations teams such as support and recovery.
  • Facilitate the client relationship teams with the internal collaboration, training, and education necessary communicate sales opportunities with customers.

Qualifications Include:

  • Bachelor’s Degree in Business Administration or Technology
  • Minimum of 8 years of experience working in an upper level management role (preferably for large company(s).
  • Proven successful business expansion and sales growth within a multi-faceted leadership role.

 

For more information, please contact Renee Walrath by calling 518-275-4816 or emailing rwalrath@walrathrecruiting.com.

Producer – Employee Benefits

Description:

Our client is currently seeking Producer – Employee Benefits. This is a full-time, permanent position located in the Albany, NY area. The ideal candidate will be self-confident and internally motivated to gather leads and successfully close sales.

Responsibilities Include:

  • Identify and develop new business leads through cold calling and networking.
  • Convert new leads into viable prospects then manage them through the sales pipeline to closing.
  • Maintain relationships with existing accounts to encourage further sales and business opportunities. Retain existing clients by providing service according to their needs.
  • Resolve client complaints by developing solutions to best fit their business needs.
  • Regular communication with management for weekly/monthly reporting.

Qualifications:

  • Bachelor’s Degree or equivalent is required.
  • Existing Book of Business is preferred.
  • 3-5 years of sales experience (insurance sales preferred).
  • NYS Life, Accident, and Health Insurance license.

 

If you are qualified for this position, please apply using our secure online form.

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Account Executive

Description:

Our client is currently seeking an Account Executive in the Albany, NY area. This account executive opening is a full-time, permanent role who will be the primary contact responsible for the office furniture accounts for the surrounding area.

Responsibilities include:

  • Maintaining and creating relationships to understand client needs and deliver appropriate solutions to solve their business needs.
  • Overseeing the entire sales process.
  • Prospecting within the local marketplace to develop new client relationships.
  • Develop sales plans to capture local clientele.
  • Maximize sales with new and existing clients through local influencers and team collaboration.

Qualifications:

  • Bachelor’s Degree
  • 4 years direct sales experience.
  • Excellent customer service skills.
  • Ability to manage multiple tasks.
  • Ability to show measured success in a competitive sales environment.

 

If you are qualified for this position, please apply using our secure online form.

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Appointment Scheduler

Description:

Our client is currently seeking an Appointment Scheduler for a full-time, permanent position located near Albany, NY. The appointment scheduler will be acting as an assistant to the sales team by scheduling times to view product demos. This is an incentive driven position with opportunity for career path advancement to management.

Responsibilities include:

  • Heavy out-going phone use, to schedule, reschedule, or cancel appointments.
  • Process demo appointment scheduling for sales team.
  • Follow through on warm leads to schedule demo viewings.
  • Provide coverage for the sales team when necessary.

Qualifications:

  • 4 year Degree in Marketing/Business is preferred.
  • Outgoing call center background is a must.
  • History of measured success as a Sales Assistant or in Collections.
  • The qualified candidate will be a results driven individual, a “go-getter” with the drive to go above and beyond their required job duties.

 

If you are qualified for this position, please apply using our secure online form.

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Sales Delivery Manager

Job Description:

Our client is currently seeking a Sales Delivery Manager for a full-time, permanent position in the Albany, NY area. The sales manager will have the primary responsibility of growing the company delivery department.

Responsibilities Include:

  • Overseeing the growth of 1st tier client relations and delivery route with D2D sales team. Ideas
  • Development of a D2D sales team. This includes recruiting and training the team for in-store and in field sales.
  • Tracking the D2D team’s results and progress while motivating them for improved sales.
  • Management of the Door Hanger Teams.
  • Acting backup Route Drive when needed.
  • Make sure all route deliveries and paperwork are completed and processed daily.
  • Handling customer complaints and claims.
  • Enforce company standards and guidelines as described in Operations and Employee Manuals.

 

If you are qualified for this position, please apply using our secure online form.

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Employee Benefits Producer

Description:

Our client is currently seeking an Employee Benefits Producer. This is a full-time, permanent position located in the Albany, NY area.

Responsibilities Include:

  • Maintain relationships with existing accounts to encourage further sales with.
  • Identify and develop new business leads through cold calling and networking.
  • Develop relationships with prospective leads to generate increasing sales.
  • Resolve client complaints by developing solutions to best fit their business needs.
  • Regular communication with management for weekly/monthly reporting.

Qualifications:

  • Bachelor’s Degree or equivalent is required.
  • 3-5 years of sales experience (insurance sales preferred).
  • NYS Life, Accident, and Health Insurance license.

 

If you are qualified for this position, please apply using our secure online form.

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Commercial Lines Business Producer

Description:

Our client is currently seeking a Commercial lines Business Producer. This is a full-time, permanent commercial lines sales position located in the Saratoga, NY area.

Responsibilities Include:

  • Identifying and developing new business leads through cold calling and networking.
  • Maintaining and creating new business relationships with qualified prospects and existing accounts.
  • Creating and expanding your Book of Business while working collaboratively with other team members to generate sales.
  • Ensure customer satisfaction by resolving complaints through the investigation of problems, creating solutions, and communication with management when necessary.

Qualifications:

  • Bachelor’s Degree or equivalent is required.
  • 3-5 years of sales experience (insurance sales preferred)
  • Property & Casualty License

 

If you are qualified for this position, please apply using our secure online form.

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Client Business Manager

Description:

Our client is currently seeking a qualified Client Business Manager for a permanent/full-time position located in the Albany, NY area. The Client Business Manager will be identifying new business that will benefit from the company’s IT solutions to solve business problems. They will build and maintain customer relationships and match IT solutions to their needs through the creation of strategic action plans that meet corporate objectives.

Responsibilities Include:

  • Prospecting new clients and introducing company solutions and advantages to potential clients.
  • Attaining new clients through cold calling, networking, existing contacts, and developing business partner relationships.
  • Maintain client relationships through the development of 3 month communications strategies/plans that ensure client needs and corporate objectives are met.
  • Perform sales forecasting to align client accounts and sales activity. are properly aligned.
  • Collaborate with management to identify and achieve internal goals.

 Qualifications:

  • At least 5 years in a sales role within the IT industry.
  • Strong communication skills and ability to present to executive level clientele.
  • Experience with and an understanding of Data Center and Managed Service solutions.

 

If you are qualified for this position, please apply using our secure online form.

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