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  • Job Location:
    (United States)
  • Job Division:
    Ebix Benefits Administration and Wellness
  • Job Type:

We are seeking a highly qualified Strategic Account Manager. In this role, you will be responsible for managing assigned broker and employer clients from Ebix’s existing and growing customer base, ensuring the highest level of client satisfaction and retention. You must have extensive knowledge and be a subject matter expert in employee benefits and human resources to support clients, strategically collaborate with clients, and build long-term client relationships. As a client’s central point of contact, your mission is to provide “best of breed” customer support and industry guidance; be an asset for your clients when defining their Employer strategies with Ebix products; and maintain 90+% client retention rates.


  • Cultivate and build successful relationships with a client’s senior management, insurance brokers and other stakeholders to enhance and solidify Ebix’s position and rapport within their organization.
  • Onboard new clients and be the main point of contact for day-to-day operations and support for assigned client accounts.
  • Proactively identify client risks or opportunities. Collaborate with internal resources to effectively respond to a client’s needs or drive to a client solution.
  • Renegotiate existing Client contracts.
  • Employ a consultative and solution-based approach to identify and articulate the alignment of the Ebix value proposition and product solution with each client’s strategic goals and objectives.
  • Evaluate a Broker client’s entire book of business, technology resources, and market strategy; prepare monthly, quarterly, and annual client account plans to department management that are tailored to client needs.
  • Provide status updates on assigned accounts, regularly monitoring overall account health, project status, opportunities, and risks
  • • Conduct product demonstrations, training, and presentations to expand EbixBenergy product implementations and utilization within a client organization. • Focus on revenue retention. • Generate up-sell leads that penetrate client accounts at all levels and channels. • Build and maintain a deep knowledge of Ebix’s products and their capabilities versus the strengths/weaknesses of the competition. • Be the client advocate and advise department management on matters on the best interest of the client or territory region. • Collect and keep client data current in SmartOffice. • Build and reinforce interdepartmental relationships by driving excellence in communication. Act as liaison between Client and internal departments. • Heavily involved in project management of Employer client’s open enrollment process. • Collaborate with Marketing, Product Development, and Accounting to effectively support internal and external needs.

Qualifications and Skills:

  • Self-starter with proven organization and project management skills with the ability to multitask.
  • Demonstrated ability to engage in “high-touch,” expertise-driven client interactions in the employer and benefits market space.
  • Exceptional client-service orientation.
  • Excellent presentation and consultative skills.
  • Strong interpersonal and communication skills.
  • Ability to work successfully at both a strategic and tactical level with clients and senior management.
  • History of achieving and exceeding assigned goals.
  • Strong critical thinking, problem identification and solving ability.
  • Extreme attention to detail.
  • Strong negotiation skills with ability to adapt to adjusted client priorities.
  • Ability to interact and manage clients in difficult situations.
  • Willingness to travel approximately 20%, including overnight travel.


  • Substantial hands-on use and/or implementation experience with human resource management systems (e.g. Peoplesoft, Ultimate, Sage, ADP, Ceridian, Kronos or similar application) with subject matter expertise in employer benefits and one or more of the following areas: payroll, time and attendance, or HR compliance.
  • Minimum 5 years of client relationship management or account management experience in the human resources, benefits, or insurance broker industry.
  • Bachelors degree or higher.
  • Optional, but preferred, professional certifications: PHR, SPHR, CBP, CEBS, CPP, or FPC.
  • Proficiency in Microsoft Office applications including Word, Excel, PowerPoint, and Outlook, and CRM / client management database.
  • Experience with defect tracking software a plus.
  • Examples of self-authored documents reflecting client relationship management methodologies or case studies presented during the interview process will be a plus.

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    In addition to the current job openings listed, we keep looking for candidates, for all our worldwide locations, with expertise in areas like -

    • Marketing/Sales/Business Development
    • Software Development
    • RCS
    • Business Analysis and Domain consulting within:
      • P&C Insurance
      • Life and Annuity
      • Employee and Health benefits
    • Enterprise Application Architecture

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