Client Account Manager

Job overview

The Client Account Manager is an onsite role based in Albany, NY. The position offers an annual salary range of $62,354 to $85,000 and supports the Employee Benefits department at Pioneer Bank, National Association. This role is responsible for managing a book of business, servicing group products, and fostering relationships with clients and insurance carriers. It involves conducting enrollment meetings, resolving billing issues, and identifying cross-selling opportunities to ensure client satisfaction and retention.

What you'll do

• Manage a book of business for fully insured and self-insured clients.
• Act as primary intake representative for inquiries.
• Conduct on-site enrollment meetings and open enrollment processes.
• Coordinate with carriers during underwriting.
• Educate clients on healthcare issues like ACA, ERISA, and COBRA.
• Identify cross-selling opportunities and perform database stewardship.

What we're looking for

Skills & competencies

full-time

day shift

albany ny

pioneer bank

client management

insurance

benefits administration

onsite

customer service

account management

$62k-$85k/yr

Work arrangement

• Weekend coverage required

Benefits & perks

• Competitive salary, professional development, and training opportunities.

Why this role

Includes 24-hour returned call time policy and database stewardship reporting.

About the employer

Pioneer Bank, National Association is hiring for this role. Industry: Commercial Banking. Sector: 52.