Employee Benefits Senior Account Manager

Job Summary

Seeking a highly skilled and experienced Employee Benefits Senior Account Manager to join a dynamic and growing team. This role is pivotal in supporting Account Executives and managing mid-market accounts. The ideal candidate will have a strong background in employee benefits, brokerage experience, and a passion for delivering exceptional client service.

Responsibilities

• Provide behind-the-scenes support to Account Executives, ensuring seamless account management.
• Manage mid-market accounts (100-500 lives) with a focus on fully insured and self-funded plans.
• Develop a deep understanding of assigned accounts and gradually take ownership of a book of business within 6-8 months.
• Collaborate with internal teams to ensure client needs are met efficiently and effectively.
• Assist in client meetings and discussions as needed, supporting Account Executives in delivering exceptional service.
• Utilize and adapt to company systems, including BenefitPoint (transitioning to Epic in 2026).

Qualifications/Requirements

• Licenses: Active Life & Health (L&H) license required.
• Experience: Minimum of 4-5 years in employee benefits, with a background in a brokerage setting.
• Skills: Proficiency in managing accounts from start to finish; bilingual candidates are preferred.
• Technical Proficiency: Familiarity with BenefitPoint or similar systems is a plus.
• Soft Skills: Strong organizational skills, attention to detail, excellent communication, adaptability, and a client-focused mindset.

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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