Commercial Lines Account Manager

The Demarco Group; New York (NY); On-site; USD 120,000 - 175,000; Full time

Benefits offered by this job

Medical insurance

Pension plan

Tuition assistance

Paid paternity leave

401(k)

Vision insurance

Disability insurance

Paid maternity leave

Student loan assistance

Job summary

A national retail broker is looking for an EB Large Group Senior Account Manager. This role focuses on providing exceptional client support while managing accounts ranging from 100 to over 5,000 lives. The candidate will need to navigate self-funding and alternative funding mechanisms, ensuring compliance with regulations and fostering strong carrier relationships. This is a full-time position that offers a competitive salary and a full range of benefits including medical insurance and a 401(k).

Qualifications

• Experience with self-funding and alternative funding preferred.
• Ability to maintain positive client relationships.
• Familiarity with HIPAA regulations.

Responsibilities

• Maintain accurate client information for day-to-day support.
• Develop business relationships with insurance carriers.
• Conduct quarterly service status calls with clients.
• Support enrollment processes and client retention.

Skills

Client relationship management

Financial data analysis

Communication skills

Knowledge of insurance funding options

Job description

Job Title

EB Large Group Senior Account Manager

Seeking an EB Large Group Senior Account Manager for a top 5 national retail broker. The role supports a private equity-M&A practice.

Large Group, self‑funding experience and other alternative funding preferred. Supports accounts in the 100‑5k+ lives range.

Base pay range

$120,000.00/yr - $175,000.00/yr

Additional compensation types

Annual Bonus

Responsibilities

Client Support

• Maintains accurate client information to provide day‑to‑day client support and address intermediate‑level client inquiries.
• Assists in the development of strong business relationships with appropriate insurance carrier personnel. Recognizes and satisfies carrier goals and objectives to enhance business relationships.
• Conducts quarterly service status calls to assigned book of business clients.
• Assists in completion and processing of applications; schedules, prepares for, and supports open enrollment meetings.
• Supports client retention by maintaining a positive relationship and image with clients.

Account Management

• Supports enrollment, benchmarking, financial and utilization data based on financial review standards.
• Maintains all client information in accordance with both company procedures and HIPAA regulations. Follows company procedures to achieve positive audit results.
• Ensures accuracy of account information for new and renewal policies, endorsements, and audits. Works with carrier to ensure accuracy of client information and forms, and communicates any outstanding or impactful topics from the carrier back to the client.
• Oversees installation of the group on renewal, finalizes enrollment with carrier, and reports results to team members.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Project Management, Marketing, and Customer Service

Industries

Insurance, Insurance and Employee Benefit Funds, and Insurance Agencies and Brokerages

Benefits

• Medical insurance
• Pension plan
• Tuition assistance
• Paid paternity leave
• 401(k)
• Vision insurance
• Disability insurance
• Paid maternity leave
• Student loan assistance