Broker Account Manager

LocationHauppauge
Job type Permanent
DisciplineMGA/MGU
Reference149550

Job description

Broker Account Manager

Job Summary

Seeking a dedicated and detail-oriented Broker Account Manager to join a team. This role involves managing a high-volume book of business, providing exceptional service to clients, and supporting the administration of group benefits, including medical, dental, and vision plans. The ideal candidate will possess strong problem-solving skills, the ability to pivot quickly, and a commitment to delivering outstanding client experiences. This is a full-time, in-office position with opportunities for career growth and development.

Compensation Package

  • Base Salary: $50,000 - $70,000 annually + commission opportunities
  • Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

  • Manage a high-volume book of business, primarily small group life, health, and dental accounts
  • Handle service work, including change requests for carriers, claims/billing issues, and enrollments
  • Act as the primary point of contact for clients, explaining benefits and conducting open enrollment meetings as needed
  • Assist with new applications and provide support for quoting new/renewal business
  • Address client needs promptly and professionally, ensuring a high level of satisfaction
  • Utilize software tools such as Imageright, Benefitpoint, Ease Navigator, and Excel to manage accounts effectively

Qualifications/Requirements

  • Experience: Minimum of 3 years of experience in a similar role preferred, but candidates with less experience will be considered
  • Licenses/Certifications: Life & Health (L&H) license preferred; training will be provided if needed
  • Technical Skills: Proficiency in Excel and familiarity with RFPs, self-funded medical plans, and ancillary benefits
  • Soft Skills: Strong attention to detail, ability to multitask and pivot quickly, excellent problem-solving skills, and a proactive attitude
  • Work Ethic: A commitment to completing tasks thoroughly and efficiently, with a focus on building a long-term career

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