Broker Account Manager

Job Summary

Seeking a highly motivated and detail-oriented Broker Account Manager to join a team. This role is pivotal in managing a high-volume book of business, providing exceptional service to clients, and ensuring seamless operations in the areas of life, health, and dental benefits. The ideal candidate will have a strong understanding of RFPs, self-funded medical plans, and ancillary benefits, as well as the ability to pivot quickly and solve problems effectively. This is a full-time, in-office position with the potential for hybrid work after training.

Compensation Package

• Salary Range: $80,000 - $120,000 annually (total compensation).
• Commission: 2.5% override commission on the book of business. Once commissions exceed the guaranteed salary, pay will increase, but the guarantee will remain in place.
• 401(k): Eligibility begins the first day of the first quarter following your anniversary.
• Benefits: Comprehensive benefits package starting the first of the month following 60 days of employment.
• Pay Schedule: Salary is paid biweekly; commissions are paid on the 10th of each month.

Responsibilities

• Serve as the primary point of contact for clients, providing exceptional service and support.
• Manage a high-volume book of business, including large group life accounts.
• Handle service work such as change requests for carriers, claims/billing issues, enrollments, and new applications.
• Conduct open enrollment meetings and explain benefits to clients as needed.
• Assist with quoting new and renewal business.
• Address client needs promptly and effectively, ensuring satisfaction and retention.
• Utilize software tools such as Imageright, Benefitpoint, Ease Navigator, and Excel to manage accounts and streamline processes.
• Collaborate with internal teams to ensure smooth operations and client satisfaction.

Qualifications/Requirements

• Experience: Minimum of 3 years of experience in a similar role is preferred, but candidates with less experience will be considered.
• Licenses/Designations: Life & Health (L&H) license preferred but not required. Training will be provided if needed.
• Technical Skills: Proficiency in Excel and familiarity with Imageright, Benefitpoint, and Ease Navigator.
• Knowledge: Basic understanding of RFPs, self-funded medical plans, and ancillary benefits.
• Soft Skills: Strong attention to detail, ability to pivot quickly, excellent problem-solving skills, and a proactive attitude.
• Work Ethic: Willingness to go above and beyond, staying until the job is done.

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