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
  • 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

#LI-AS3