Benefits Account Manager - Client Success & Negotiations

Vantage Financial Group, Inc.; Independence Township (OH); Sur place; USD 60 000 - 90 000; Plein temps

Résumé du poste

Vantage Financial Group, Inc. is seeking an Employee Benefits Account Manager to act as the primary service contact for a routine book of business, focusing on small to mid-size clients. You will prepare analyses for client meetings, coordinate with carriers for quotes and renewals, and manage claims reviews and onboarding.

The role requires strong Excel/PowerPoint skills, a customer-focused mindset, and the ability to travel locally up to 25% to meet clients on-site and support service delivery.

Qualifications

• Minimum three to five years of client service experience (group benefit insurance preferred).
• Able to travel locally up to 25% of the time.
• Proficient with Microsoft Excel and PowerPoint.

Responsabilités

• Serve as main service contact for assigned book of business with focus on small to mid-size clients.
• Prepare analyses for client meetings (e.g., post renewal, mid-year, renewal).
• Coordinate with insurance carriers for quotes, renewals, and plan options with executive summaries.

Connaissances

Client service

MS Office (Excel, PowerPoint)

Communication

Travel up to 25%

Problem solving

Formation

High school diploma/GED

Outils

CRM systems

Description du poste

Vantage Financial Group, Inc. is seeking an Employee Benefits Account Manager to act as the primary service contact for a routine book of business, focusing on small to mid-size clients. You will prepare analyses for client meetings, coordinate with carriers for quotes and renewals, and manage claims reviews and onboarding.

The role requires strong Excel/PowerPoint skills, a customer-focused mindset, and the ability to travel locally up to 25% to meet clients on-site and support service delivery.