Benefits Client Manager

Amwins; Fort Washington (Montgomery County); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive benefits package

Generous Paid Time Off (PTO)

Annual Bonus Program

Flexible scheduling options

Job summary

Amwins is seeking a Benefits Client Manager based in Fort Washington, PA. In this in-office role with hybrid flexibility, you will collaborate with the VP Sales, oversee account management, and ensure accurate data review for proposals.

The ideal candidate has a background in Group Benefits, with strong analytical and communication skills. Join us for a rewarding career with a comprehensive benefits package, including Paid Time Off and an annual bonus program.

Qualifications

• 3+ years in Group Benefits and at least 1+ years in Account Management strongly preferred.
• Group Life and Health Insurance license preferred.
• At least 3+ years in mid, large, or jumbo market experience.
• Ability to effectively communicate with internal and external parties.

Responsibilities

• Collaborate with the VP Sales to develop and implement marketing strategies.
• Review data for Request for Proposals (RFPs) and renewal cases.
• Oversee electronic file management and documentation.
• Manage assigned accounts efficiently, meeting compliance and deadlines.

Skills

Strategic guidance

Communication Skills

Analytical abilities

Organization and time management

Education

College degree or equivalent work experience

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

SharePoint

PowerPoint

Microsoft Teams

Job description

Benefits Client Manager at Amwins Self-Funded, LLC.

Join Our Team as a Benefits Client Manager at Amwins Self Funded, LLC. Are you ready to take the next step in your career? This is an in-office position based in Fort Washington, PA with hybrid flexibility to work from home up to 2 days a week after completing training.

Why Choose Amwins?

• Flexibility: Enjoy a hybrid work environment with flexible scheduling options.
• Comprehensive Benefits: Access a competitive benefits package from day one, including generous Paid Time Off (PTO) and paid holidays.
• Continual Learning: Thrive in a collaborative, education-focused work environment.
• Annual Bonus Program: Earn incentives through our performance-based bonus program, designed to reward you for achieving key goals and contributing to the company's success.

Learn More About Us At Amwins.com/benefits

Responsibilities

• Strategic Partnership: Collaborate with the VP Sales to develop and implement marketing strategies for new and renewal accounts.
• Data Review: Review data received for Request for Proposals (RFPs) and renewal cases with the Account Coordinator to ensure accuracy and completeness. Obtain missing information from brokers or carriers when necessary.
• Coordination: Work closely with Marketing Specialists to review questions and ensure accurate and timely responses to carriers.
• File Management: Oversee electronic file set-up and maintenance, as well as ongoing filing and documentation of client meetings, issues, and decisions throughout the sales cycle.
• Account Management: Manage assigned accounts efficiently, meeting internal and external compliance and deadlines.
• Stewardship Analysis: Prepare and provide annual Stewardship analysis and presentations in collaboration with internal and external business partners.
• Strategic Guidance: Provide strategic guidance and support to the team.

Qualifications

• Group Benefits Experience: 3+ years in Group Benefits and at least 1+ years in Account Management strongly preferred.
• Licensing: Group Life and Health Insurance license preferred.
• Market Experience: At least 3+ years in mid, large, or jumbo market experience.
• Educational Background: College degree or 2 to 3 years of equivalent work experience strongly preferred.
• Technical Skills: Proficiency with Microsoft products including Word, Excel, Outlook, SharePoint, PowerPoint, and Teams.
• Analytical Abilities: Strong reasoning, problem-solving, critical thinking, analytical, project management, and mathematical skills.
• Communication Skills: Ability to effectively communicate, both written and verbally, with internal and external parties at all levels.
• Organization and Time Management: Strong organizational skills, attention to detail, ability to multitask, adjust to changing priorities, and meet deadlines in a fast-paced environment.

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.