Employee Benefits Account Manager (EBAM)

Job Summary

Seeking a dedicated and experienced Employee Benefits Account Manager (EBAM) to join a well-established and growing team. With a history of excellence since 1880, our organization is built on strong core values and a commitment to providing exceptional service to the clients. This role offers a unique opportunity to manage and grow a portfolio of accounts while contributing to the success of a company that values integrity, teamwork, and professional growth.

Compensation Package

• Salary Range: $60,000 - $100,000 (commensurate with experience)
• Incentives: New business incentives (e.g., write $100K, earn $15K), end-of-year bonus ($1,500), and quarterly bonuses for new business and retention
• 401(k): 3% match at 100%, 4% match at 3.5%
• Paid Time Off (PTO): 17 days annually, with 2 additional days at year-end if unused; flexible PTO policy with carryover options
• Other Benefits: Comprehensive benefits package provided

Responsibilities

• Manage a portfolio of employee benefits accounts, providing A-Z servicing, including quoting new and renewal business
• Focus on client retention and satisfaction by delivering exceptional service
• Collaborate with the team to develop and implement strategies for account growth
• Conduct on-site visits to local clients and prospects as needed (5-10% travel)
• Utilize Applied EPIC software to manage accounts and ensure accurate documentation
• Uphold and embody the company’s core values in all interactions with clients and team members

Qualifications/Requirements

• Minimum of 3 years of experience in the insurance industry, specifically in employee benefits
• Active Life & Health (L&H) license required
• Proficiency in Applied EPIC software preferred
• Strong motivation, work ethic, and loyalty
• Excellent communication and interpersonal skills
• Alignment with the company’s core values and mission
• Ability to work independently and as part of a team
• Willingness to travel locally as needed

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