Job description
Employee Benefits Account Manager
Job Summary
Seeking a highly motivated and experienced Employee Benefits Account Manager to join a dynamic and team-oriented organization. Recognized as one of the top brokers in the industry, the company fosters a supportive and collaborative culture, offers opportunities for career growth, and is committed to providing exceptional client service. This role is pivotal in managing and growing a book of business, building strong client relationships, and delivering innovative solutions in the employee benefits space.
Compensation Package
- Salary Range: $85,000 - $100,000 (depending on experience)
- Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
Responsibilities
- Build and maintain strong relationships with clients and carriers through phone, email, and in-person interactions.
- Assist clients with service questions related to administration, billing, claims, and problem-solving.
- Identify cross-sell opportunities and recommend new lines of coverage.
- Collaborate with Producers and Marketing Account Executives to manage the renewal process and present options to clients.
- Lead the marketing of accounts, prepare marketing materials, and present options to clients.
- Oversee the implementation process, including preparing and delivering necessary forms to clients.
- Conduct relationship management meetings and visits with assigned clients.
- Utilize client management systems to update policies, log activities, and manage follow-ups.
- Stay informed on new products and legislative changes by attending seminars, classes, and carrier meetings.
Qualifications/Requirements
- Licenses/Designations: Life & Health (L&H) license required.
- Experience: Minimum of 5 years of experience in employee benefits account management.
- Technical Skills: Proficiency in Benefit Point and ImageRight software.
- Account Expertise: Experience working with accounts of 200-500+ lives, including medical, dental, vision, and ancillary coverages.
- Soft Skills: Team player, motivated, receptive to feedback, and strong interpersonal skills.
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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