This is a full-time position that provides professional and administrative support to the Client & Broker Services Department of Armada. This person will directly report to the Director, Client Management for supervision purposes. The Associate Account Manager manages a book of business with a key focus on retention and client loyalty, while acting with a high degree of independent discretion, autonomy, and decision-making. The Associate Account Manager provides professional, courteous service to our clients, brokers and members, resulting in a rate of account retention that meets or exceeds expectations.

Armada Employee Standards:
• Support Armada benchmarks and meet company goals
• Be a team player
• Sustain a positive, enthusiastic and professional attitude at all times
• Accommodate requests with a smile and “let me see what I can do” attitude
• Adhere to supervisor directives
• Maintain a professional appearance and demeanor
• Arrive prior to the scheduled starting time, properly dressed and prepared to work
• Perform all duties in a timely, accurate, honest, and professional manner

• Respond to a variety of broker and client-level inquiries, from operational to informational; including day-to-day contact on the Broker and Client Services support lines
• Develops and maintains good working relationships with clients, brokers and members
• Collaborates with Sales Team to develop renewal plan and, as appropriate, delivers renewal offers to clients and brokers; follows-up to assure renewals are secured
• Delivers superior customer services by maintaining contact with clients and making proactive calls on a regular basis
• Maintains detailed knowledge of new and existing products by closely working with colleagues
• Ensures credibility with clients by maintaining detailed knowledge of current market conditions and competitors’ products
• Acts as liaison between brokers, clients and members to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve; troubleshoots claims and billing issues
• Responsible for overall retention of accounts in assigned book of business (region-focused)
• Manages, organizes, and conducts client meetings when necessary
• Work with clients and brokers in assigned region to manage implementation process; including but not limited to: paperwork distribution, collection, client education and coordination of onboarding presentations
• Implement new clients, create and update plans
• Appropriately documents conversations with clients and brokers and updates all computer systems when necessary; ensures accuracy of data in those systems
• Such other duties or tasks to assist the department of organization as the supervisor may deem necessary

• BA/BS degree
• 2+ years managing complex client accounts and relationships
• General understanding of health insurance
• Ability to work autonomously and manage time effectively in order to meet client deadlines
• Ability to manage client expectations and understand the impact both administratively and financially
• Must be proficient in MS Word, Excel, and Outlook.
• Excellent verbal and written communication skills required.
• A professional appearance and telephone manner is essential.
• Must have a good command of the English language, oral, and written.
• Must be able to work in a fast-paced environment with demonstrated ability to handle multiple tasks.
• Ability to maintain confidentially
• Needs to be receptive to and accepting guidance from others
• Ability to deal with difficult people and problems
• Able to work well in a team environment
• Able to work in a diverse group of people

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