Benefits Consultant

The Demarco Group; Walnut Creek (CA); Hybrid; USD 100,000 - 140,000; Full time

Job summary

A leading company in the insurance industry is seeking a Sr. Account Manager to manage national accounts while collaborating with internal teams to exceed client expectations. The role requires expertise in health products and significant experience in account management, making it an ideal opportunity for seasoned professionals looking to advance their careers.

Benefits

Medical insurance

Vision insurance

401(k)

Tuition assistance

Paid maternity leave

Paid paternity leave

Pension plan

Disability insurance

Student loan assistance

Qualifications

• 5+ years experience in account management required.
• Current Life and Health license required.
• Strong knowledge of health and ancillary products required.

Responsibilities

• Manages and maintains assigned book of business national accounts.
• Serves in an advisory capacity for clients.
• Conducts needs analysis and strategy calls.

Skills

Communication

Organizational skills

Leadership

Detail-oriented

Strategic thinking

Education

Bachelor’s Degree

Tools

Microsoft Office

Job description

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This range is provided by The Demarco Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $140,000.00/yr

Additional compensation types

Annual Bonus

Seeking a CA Life and Health Licensed EB SR AM for a private national broker working remotely or hybrid out of Cupertino, Walnut Creek or Pleasanton, CA. (Hybrid preference but they are open to remote). This is a SR AM role, but LinkedIn will now allow me to post that title.

The Sr. Account Manager is responsible for day to day management of their assigned book of business. The AM works closely and collaboratively with the internal service team, Benefits Consultants and/or Client Executives to ensure service deliverables meet and exceed client expectations. The SR AM serves as the clients’ main point of contact for any benefit- related service needs.

Responsibilities:

• Manages and maintains assigned book of business national accounts 500-5k lives (self insured experience required)
• Serves in an advisory capacity for clients;
• Delegates work assignments to internal service team members
• Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal process
• Manages day to day client issues
• Conducts needs analysis and strategy calls
• Conducts enrollment meetings as needed
• Conducts regular face-to-face meetings with clients
• Advises clients in reducing costs while offering competitive benefits options
• Assists clients with 5500 form filings, as applicable
• Assists in growing the book of business through cross-sale opportunities when available
• Builds relationships with clients through proactive communications
• Communicates and educates clients on latest trends, concerns and changes in the industry
• Effectively and efficiently manages complex accounts and high-level service deliverables
• Provides leadership within the extended service team

Requirements:

• Must be self-motivated and disciplined
• Possess excellent written and verbal communication skills
• Possess strong organizational skills
• Must be very detail-oriented
• Demonstrate leadership capabilities
• Ability to work with clients at a strategic level
• Ability to thrive in fast-paced environment

Experience:

• 5+ years’ experience in account management or in a consultative role, required
• Prior experience in broker agency or benefit administration firm, required
• Current Life and Health license, required
• Thorough knowledge of health and ancillary products; required
• Working knowledge of all Microsoft Office products; required
• Familiarity and practical knowledge of quoting process and tools; preferred
• Bachelor’s Degree, preferred
• Experience with database applications, a plus.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service, Consulting, and Business Development

• Industries

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

Referrals increase your chances of interviewing at The Demarco Group by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Tuition assistance

Paid maternity leave

Paid paternity leave

Pension plan

Disability insurance

Student loan assistance

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