Benefits Account Manager (Insurance Brokerage)

Atlantic Group; Boston; On-site; USD 70,000 - 90,000; Full time

Job summary

Join a leading insurance brokerage in Greater Boston as a Benefits Account Manager, specializing in managing client accounts and coverage negotiations. This role requires a strategic mindset and strong interpersonal skills to develop client relationships and deliver competitive benefits programs. A bachelor's degree and relevant experience in account management are essential.

Qualifications

• 3+ years of Account Management experience in insurance agency or brokerage.
• Active Life & Health (L&H) license required.
• Experience with benefits administration systems is a plus.

Responsibilities

• Develop and maintain a pipeline of prospective clients through outreach.
• Manage new business acquisition and renewals, oversee carrier communications.
• Negotiate coverage terms leveraging industry expertise.

Skills

Interpersonal Skills

Communication Skills

Strategic Mindset

Negotiation Skills

Education

Bachelor’s degree in Business, Finance, or a related field

Tools

Microsoft Office

CRM Tools

Job description

Benefits Account Manager (Insurance Brokerage)

Benefits Account Manager (Insurance Brokerage)

6 days ago Be among the first 25 applicants

• Location: Greater Boston
• Type: Perm (Contingency)
• Job #41488
• Salary: $70,000
  
  

Job Overview – Benefits Account Manager (Insurance Brokerage):

Join our client in the Greater Boston area as a Benefits Account Manager (Insurance Brokerage), where you’ll focus on managing prospect marketing and client accounts within an insurance agency or brokerage. This full-time role includes leading coverage negotiations, proactively engaging with clients, and collaborating with carriers to craft and deliver competitive benefits programs.

Compensation: $70,000 – $90,000/year + bonus

Location: Greater Boston Area

Schedule: Monday to Friday, 8:00 AM to 4:30 PM

Responsibilities as the Benefits Account Manager (Insurance Brokerage):

• Client Acquisition: Develop and maintain a pipeline of prospective clients, conducting outreach through email, calls, and LinkedIn while tracking renewal dates and opportunities.
• Account Management: Oversee new business acquisition and renewals, manage carrier communications, process BOR letters, and collaborate with Client Service Administrators to ensure timely and accurate follow-through.
• Coverage Analysis: Assess client coverage needs and negotiate with carriers to secure the best benefits packages and renewal terms, leveraging industry expertise and relationships.
• Client Development: Cultivate and sustain strong relationships with clients, carriers, and vendors, serving as a trusted resource on benefits technology, HR solutions, and compliance requirements.
• Team Collaboration: Provide technical guidance and leadership within the Employee Benefits and Property & Casualty teams, fostering a cohesive and high-quality client service experience.
  
  

Qualifications for the Benefits Account Manager (Insurance Brokerage):

• Education: Bachelor’s degree in Business, Finance, or a related field preferred.
• Experience: 3+ years of Account Management experience specifically within an insurance agency or brokerage, focused on employee benefits.
• Licensure: Active Life & Health (L&H) license required.
• Skills: Strong interpersonal and communication skills with a strategic mindset for client prospecting and negotiation.
• Technical Proficiency: Proficient in Microsoft Office and CRM tools (experience with benefits administration systems is a plus).
• Knowledge: Comprehensive understanding of employee benefits, insurance policy provisions, and applicable compliance laws.
  
  

Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Staffing and Recruiting

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