Employee Benefits Account Manager

Our client is a well-established insurance brokerage firm specializing in employee benefits. They provide exceptional service to clients and foster a collaborative work environment.

As an Employee Benefits Account Manager, you will be a key liaison between clients and internal teams. Your primary responsibility will be to manage complex employee benefits accounts, ensuring client satisfaction and retention. 

Responsibilities

Client Relationship Management:

• Serve as the day-to-day contact for assigned employee benefits accounts.
• Understand client needs, objectives, and challenges.
• Provide proactive support and address inquiries promptly.

Account Maintenance:

• Coordinate renewals, open enrollments, and plan changes.
• Collaborate with carriers and vendors to ensure seamless service delivery.
• Monitor compliance with regulations and industry standards.

Problem Resolution:

• Address client concerns and resolve issues promptly.
• Advocate for clients within the organization.

Sales Support:

• Process applications, payments, and enrollments.
• Assist in proposal development and presentations.

Data Management:

• Maintain accurate records, reports, and documentation.
• Utilize agency management systems effectively.

Qualifications

• 3+ years of experience in insurance or benefits related field.
• Bachelor’s degree preferred.
• Excellent customer service, communication, and presentation skills.
• Proficient software experience, including strong Microsoft Excel skills.
• Willing to obtain Life & Health Insurance License.

Benefits

• Hybrid Schedule
• Health Insurance
• Paid Time Off
• 401k