Employee Benefits Account Manager

Job Summary

Seeking a highly motivated and experienced Employee Benefits Account Manager to join a dynamic team.

Responsibilities

• Manage a dedicated book of business, handling accounts ranging from 75 to 350 lives (fully insured, level-funded, and self-funded plans).
• Serve as the primary liaison between clients and carriers, ensuring seamless communication and issue resolution.
• Oversee renewals, quoting, and RFP processes.
• Conduct evaluations, prepare spreadsheets, and manage escalations.
• Build and maintain strong client relationships, ensuring high levels of satisfaction and retention.
• Collaborate with internal teams, including client specialists, to deliver exceptional service.

Qualifications/Requirements

• Licenses: Life & Health (L&H) license required.
• Experience: 5-7 years of experience in employee benefits account management preferred.
• Technical Skills: Proficiency in BenefitPoint, AMS360, Salesforce, and Outlook.
• Soft Skills: Energetic, detail-oriented, strong problem-solving abilities, excellent communication skills, and a client-focused mindset.
• Work Style: Ability to manage day-to-day servicing tasks independently while thriving in a collaborative team environment.

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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