Account Manager - Voluntary Benefits

  • Beneplace, LLC
  • Austin, Texas
  • Jun 10, 2021
Full time General Managers and Management Executives

Job Description

Beneplace, a company of EBG seeks a positive and passionate individual that is committed to becoming a service industry leader. The Account Manager is responsible for the management of our current clients providing best-in-class service to our existing client block. The Account Manager is also charged with developing deeper relationships and overcoming challenges to drive increases in the users of our platform and enhance the offerings currently available to our book of business. The Account Manager will drive cross-sell opportunities for our Austin office through awareness campaigns designed to increase the users/subscribers to the platform as well as adding new voluntary benefits into accounts. The Account Manager will receive the tools, training, and systems necessary for them to create well-developed, mutually beneficial relationships with our employer client base.

Essential Functions

  • Leverage relationships in an assigned set of existing accounts to prospect and close new business opportunities
  • Create and nurture long-term relationships with EBG's most valuable customers
  • Drive retention and growth among our customers by understanding their specific business needs and helping them succeed
  • Utilize resources across EBG and collaborate with others as needed to support customer needs
  • Deliver the EBG value proposition clearly and persuasively to a variety of audiences within the Human Resources and/or Benefits departments of our Enterprise Clients
  • Maintain an active pipeline of forecasted growth opportunities designed to achieve/exceed sales quota objectives while working each opportunity from development to closure to implementation
  • Log activity (phone calls, emails, opportunities, meetings, etc.) in
  • Embody EBG's culture and values


  • Two or more years experience in a Direct Sales, Customer Success, Relationship Management, Account Management, or similar role
  • Possesses a mindset that is driven to grow the assigned book of business year over year
  • Experience building and maintaining relationships, while working to increase engagement, renewals, and reducing churn
  • Hunter mentality with on-the-fly problem-solving skills
  • Experience working in a fast-paced or high growth company
  • Professional experience with, Microsoft Outlook, Word, Excel, and PowerPoint
  • Empathetic, positive attitude with a desire to reach the company, customer, and personal goals

Preferred Qualifications

  • Strong analytical skills
  • Persistence, creativity, and an overwhelming will to succeed
  • Experience working in employee benefits or perks
  • Knowledge or Licensing of Property/Casualty or Life/Health Insurance

Other Information

The statements contained herein reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required, and the scope of responsibility, but should not be considered an all-inclusive listing of work requirements.