Account Manager

About Pinecrest Consulting:

At Pinecrest Consulting, we're more than just a team; we're a community. Recently ranked the #1 Top Workplaces among small businesses by the Dallas Morning News, we pride ourselves on a culture that fosters growth, innovation, and a deep sense of commitment to our clients. We are seeking a talented Account Manager with Insurance and Employee Benefits experience to join our all-star team and contribute to our ongoing success.

About the Role:

As an Account Manager at Pinecrest Consulting, your primary role is to establish and nurture strong relationships with clients, ensuring a solid foundation from the outset. This involves collecting essential documents relevant to their business line and becoming their main point of contact throughout their journey with us. Your responsibilities extend to leading proactive results, driving innovative solutions tailored to client needs, and liaising effectively with various departments to stay well-informed and proficient in Pinecrest’s service offerings. Your role is pivotal in maintaining seamless communication and ensuring that every client interaction is both positive and productive.

What You'll Do:

• As an Account Manager, you will be instrumental in maintaining and enhancing our client relationships. Your key responsibilities will include:
• Maintaining a diverse client portfolio with whom you will check in regularly and foster strong, long-lasting relationships.
• Acting as the main point of contact and liaison between clients and our company, including handling reconciliations, audits, terminations, and enrollments.
• Managing and tracking client progress throughout the service cycle, ensuring timely follow-ups, documentation, and clear reporting of milestones and key deliverables.
• Efficiently managing client inquiries and providing tailored solutions with a proactive approach to identifying potential issues.
• Speaking directly with clients over the phone to address concerns, explain policy details, and ensure satisfaction with our services.
• Utilizing critical thinking skills to analyze client accounts, understand payroll platforms, and navigate carrier requirements, identifying opportunities for growth through cross-selling.
• Ensuring smooth and effective processes from start to finish in client management, including oversight of policy renewals and adjustments.
• Maintaining proficiency and efficiency in all tasks, setting a high standard for client service, with a strong emphasis on accuracy and timeliness in documentation and reporting.
• Collaborating with cross-functional teams to ensure seamless service delivery, client satisfaction, and compliance with industry regulations.
• Utilizing advanced computer skills to maintain accurate client records and data, including the integration of technological solutions to enhance service efficiency.
• Developing a thorough understanding of the client's business and industry to provide tailored solutions and advice, ensuring alignment with their strategic objectives.

What We're Looking For:

• 2+ years of Employee Benefits and/or Account Management experience.
• Exceptional communication skills, both verbal and written.
• Proven track record in client relations, account management, and handling complex insurance brokerage tasks.
• Strong organizational skills and attention to detail.
• Advanced computer skills and proficiency in relevant software.
• A team player with a commitment to fostering a positive work environment.
• While possessing an insurance license is highly encouraged, it is not a requirement for this role.

Why Join Pinecrest Consulting?

• Step into a vibrant, community-driven culture where your contributions truly make a difference.
• Unlock unparalleled opportunities for professional growth and advancement in an ever-evolving industry.
• Enjoy a highly competitive compensation package paired with outstanding benefits designed to support your success.
• Experience our 'Work Hard, Play Hard' culture that champions both productivity and celebration, ensuring a balanced and fulfilling work life.
• Join a company celebrated for fostering an exceptional workplace environment that inspires innovation and collaboration.

Apply Now:

• If you're passionate about client relations and looking for a rewarding career in a top-rated company, we would love to hear from you! Click "Apply" to submit your resume and cover letter.