Employee Benefits Account Manager

Cross Insurance; Burlington (VT); Hybrid; USD 75,000 - 100,000; Full time

Benefits offered by this job

Fully remote option

Job summary

Cross Insurance is seeking an Employee Benefits Account Manager to foster long-term relationships with key clients in the employee benefits space. You will be the primary contact for escalated service issues, coordinate with carriers, and support renewal marketing and implementation.

You will work with Producers, Account Executives, and Support Teams to ensure client satisfaction, accuracy, and timely deliverables. A NH license or equivalent and strong communication are required.

Qualifications

• College degree preferred, but a high school diploma with a minimum three years of experience in employee benefit account management is required.
• New Hampshire agent's license in Health and Life is required or must be obtained.
• Excellent communication skills to effectively interact with insurance companies, clients, and prospects.
• Strong problem-solving and analytical skills to support client needs.

Responsibilities

• Client Relationship Management: serves as the primary contact for client inquiries and escalated service issues.
• Account Management: oversee management of assigned agency accounts, renewal support, and enrollment coordination.
• Team Collaboration: build partnerships with Producers, Account Executives, and Support Teams.
• Additional Responsibilities: training, data maintenance, and adherence to processes.

Skills

Communication skills

Problem-solving

Analytical skills

Salesforce

Education

College degree preferred

High School Diploma

Tools

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

**The Cross Family of Agencies welcomes you. We need your talent and expertise.**# Employee Benefits Account Manager **Position Purpose**The Employee Benefits Account Manager is primarily responsible for fostering and maintaining long-term relationships with key clients. This role will serve as the primary point of contact for escalated service issues, ensuring client satisfaction and loyalty. The Employee Benefits Account Manager will also collaborate closely with various internal teams and insurance carriers to effectively meet client needs and drive business growth. **Responsibilities****Essential Functions:****Client Relationship Management:*** Serve as the primary point of contact for client inquiries and escalated service issues.* Foster strong relationships with clients and their employees.* Proactively identify and address client needs to ensure satisfaction and loyalty.* Develop mutually respectful relationships with the carriers that will allow you to engage in conversations and negotiations on the clients behalf. **Account Management:*** Oversee the overall management and oversight of assigned agency accounts.* Lead marketing and underwriting support for new and renewed accounts.* Collect and review census data for renewal and marketing purposes.* Prepare spreadsheets, proposals, and thorough analyses of options.* Ensure successful and timely implementation of new and renewed accounts.* Coordinate communication and enrollment materials.* Conduct employee open enrollment meetings.* Manage compliance items, including 5500s, SPDs, and PCORI.* Serve as an intermediary between employers, employees, and insurance carriers for dispute resolution.* Review certificates and contracts to ensure they meet client expectations and warranty requirements.* Stay updated on industry developments and regulations.* Provide education and support on enrollment platforms and options.**Team Collaboration:*** Build strong partnerships with Producers, Account Executives, and Support Teams.* Contribute positively to the overall success of the Cross Employee Benefits team. **Additional Responsibilities:*** Attend and complete required training sessions and assignments.* Adhere to department and agency processes and standards.* Perform other tasks as needed or assigned.* Maintain accurate databases and files. **Qualifications and Requirements*** College degree preferred, but a high school diploma with a minimum three years of experience in employee benefit account management is required.* New Hampshire agent's license in Health and Life.* Excellent communication skills to effectively interact with insurance companies, clients, and prospects.* High level of patience, empathy, and the ability to work under pressure.* Intermediate proficiency in Microsoft Word, Excel, and PowerPoint.* Experience with Salesforce is preferred.* Strong problem-solving and analytical skills.* Ability to compose clear and accurate correspondence.* Creative and effective problem-solving skills. \\*Option to be **fully remote** if experienced\\* Compensation: The base salary range for this role is *$75,000-$100,000* annually. Actual compensation will be based on factors including location, skills, experience, and internal equity. Cross Insurance offers a comprehensive benefits package including medical, dental, vision, 401(k) with match, paid time off, and more.