Job Summary
Seeking a dedicated and experienced Employee Benefits Account Manager to manage and service an established book of business, with a focus on larger group accounts, including self-funded plans. This role involves maintaining strong client relationships, providing comprehensive account support, and ensuring exceptional service and retention.
The ideal candidate will have a strong background in employee benefits account management, excellent communication skills, and a proactive approach to client service. This position offers an opportunity to work in a collaborative, professional environment with opportunities for career growth.
Responsibilities
- Manage and service an established Employee Benefits book of business, with an emphasis on larger group accounts and self-funded plans.
- Serve as a primary point of contact for clients, addressing inquiries, resolving issues, and ensuring satisfaction.
- Assist with quoting, marketing, and processing new and renewal business.
- Support clients with plan administration, coverage changes, and ongoing benefits-related needs.
- Develop and maintain strong client relationships to promote retention and long-term satisfaction.
- Collaborate with internal teams, carriers, and vendors to ensure efficient account servicing.
- Maintain accurate client records, policy documentation, and account information using agency management software.
- Stay informed on employee benefits regulations, industry trends, and coverage options to provide knowledgeable client support.
Qualifications/Requirements
- Holds an active L&H (Life and Health) insurance license.
- 2–3 years of Employee Benefits account management experience within an insurance agency.
- Experience servicing larger group accounts, including familiarity with self-funded plans.
- Strong understanding of employee benefits products, plan administration, and renewal processes.
- Proficiency in benefits administration platforms, CRM systems, and related software.
- Excellent communication, organizational, and client relationship management skills.
- Strong attention to detail and ability to manage multiple priorities effectively.
- Proactive problem-solving skills and a commitment to delivering exceptional client service.
- Ability to work independently while collaborating effectively with internal teams.
Compensation Package
- Base Salary: $70,000 – $80,000 annually.
- Commissions: 5% commission on assigned business, with additional earning potential.
- Benefits: Comprehensive benefits package, including health insurance options.
- Paid Time Off: Competitive PTO and paid holidays.
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.