ACCOUNT MANAGER - EMPLOYEE BENEFITS

Plastridge Insurance; Delray Beach (FL); On-site; USD 65,000 - 88,000; Full time

Job summary

Plastridge Insurance is seeking an Account Manager – Employee Benefits in Delray Beach, FL to nurture client relationships during renewal cycles and ensure outstanding service. You will coordinate with sales and technical staff to manage renewals, proposals, and cross-selling opportunities while overseeing underwriting and documentation.

On-site enrollment meetings and strict E&O adherence are expected. The role requires 3–5 years in life/health insurance and an active 2-15 license, with strong

Qualifications

• 3–5 years of life/health insurance experience.
• Active 2-15 Health & Life Insurance License.
• High School diploma or GED.

Responsibilities

• Manage all service aspects to ensure coverage is offered, placed, or renewed per renewal practices.
• Direct pro-active communication with clients.
• Coordinate with Sales Agents and Technical Assistants on renewals and cross-selling.
• Provide direction to Technical Assistants working for assigned clients.
• Cross-sell or refer to appropriate departments for additional lines of coverage.
• Coordinate change requests and modify policies as requested.
• Manage underwriting, proposals, applications, and required documents for sales/renewals.
• Handle unresolved claims as necessary.
• Visit clients to discuss group needs and solutions.
• Conduct on-site enrollment meetings for renewals.
• Maintain documentation in EPIC system.
• Follow Agency E&O guidelines.
• Report omissions regarding coverage to Branch Manager.
• Maintain confidentiality of client and company information.

Skills

Client relationship management

Proactive communication

Cross-selling

Team coordination

Attention to detail

Education

High School diploma or GED

Life/Health Insurance license (2-15)

Tools

EPIC system

Job description

ACCOUNT MANAGER – EMPLOYEE BENEFITS

Position Summary:Develop and maintain client relationships during the management and renewal process of assigned insurance accounts to ensure excellent customer service and account retention

Essential Functions:

• Active control and management of all service aspects of an account to ensure that all necessary coverages have been offered, placed, or renewed in a timely manner in accordance with PIA renewal practices.
• Direct pro-active communication with clients
• Direct interaction with Sales Agents and Technical Assistants on the new, renewal, rounding and cross-selling of accounts
• Provide direction and oversight to Technical Assistants working on behalf of assigned clients
• Cross-sell and/or refer, to the appropriate departments, prospects and clients for the sale of additional lines of insurance and rounding of accounts
• Coordinate change requests and modify policies as appropriate or as requested
• Manage the underwriting process to include the marketing, rating, preparation of proposals and applications, forms and required documents to ensure the successful sale and/ or renewal of accounts or additional lines of coverage
• Manage unresolved claims as necessary
• Request and research reports and information relevant to the placing of new and/or renewal business
• Visit clients/company decision makers during the year to discuss group needs and solutions
• Re-market group medical/ancillary plan in current book of business as needed
• Conduct on-site open enrollment meetings for renewals each year and communicate benefit details to the organizations employees
• Follow company procedures regarding the documentation and maintenance of account information in EPIC system
• Be familiar with and follow Agency E&O guidelines
• Report any omissions regarding coverage on policies to the Branch Manager
• Maintain and exercise the highest level of confidentiality regarding the business of internal and external customers and company information

Education/Experience:

• High School diploma or General Education Diploma (G.E.D.)
• Three to five years of life/health insurance experience
• Active 2-15 Health & Life Insurance License