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 our clients and our 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