Employee Benefits Account Manager

Job Summary

Seeking a dedicated and experienced Employee Benefits Account Manager to join a growing team. This role is responsible for managing employee benefits accounts while delivering exceptional client service and supporting overall operational excellence. The ideal candidate will possess strong employee benefits experience, a proactive approach to problem-solving, and the ability to thrive in a collaborative environment.

Responsibilities

• Manage a portfolio of employee benefits clients, ensuring high levels of service and client satisfaction.

• Handle quoting, renewals, marketing, binding, and policy servicing activities for employee benefits accounts.

• Serve as a trusted resource for clients regarding benefit plans, coverage options, and ongoing service needs.

• Coordinate with carriers, vendors, and internal team members to ensure timely and accurate account management.

• Maintain accurate client records and documentation within agency management software.

• Support client retention efforts through proactive communication and relationship management.

• Assist with resolving client issues and addressing coverage-related questions.

• Collaborate with team members to maintain efficient workflows and service standards.

Qualifications/Requirements

• Holds an active L&H (Life and Health) insurance license.

• Minimum of 3-4 years of employee benefits account management experience.

• Experience using EPIC is preferred.

• Strong organizational and time management skills.

• Excellent verbal and written communication abilities.

• Demonstrated problem-solving skills and attention to detail.

• Ability to work independently while contributing to a team-oriented environment.

• Strong commitment to delivering exceptional client service.

Compensation Package

• Salary: $84,000 - $94,000 annually, based on experience.

• Comprehensive benefits package, paid time off, retirement plan, and professional development opportunities.

• Flexible work arrangement with a hybrid schedule.

• Additional employee perks and wellness benefits.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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