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
- Guaranteed Commission: Up to $120,000 total compensation (2.5% override commission on the book of business; once the 2.5% exceeds the guarantee, pay will increase, but the guarantee remains in place)
- 401(k): Eligibility begins the first day of the first quarter following your anniversary
- Benefits: Comprehensive package including medical, dental, and vision coverage starting the first of the month following 60 days of employment
- Additional Perks: Family-oriented culture, weekly in-office lunches, and team celebrations
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 (note: 2.5% override commission is contingent upon obtaining the license)
- 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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