Employee Benefits Account Manager

LEI Cross Financial Corp; South Burlington (VT); Remote; USD 75,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with match

Paid time off

Fully remote option

Job summary

The Cross Family of Agencies is hiring an Employee Benefits Account Manager to foster long-term client relationships and serve as the main contact for escalated service issues. You will collaborate with internal teams and carriers to meet client needs and drive growth.

Responsibilities include managing accounts, supporting renewals, presenting proposals, and ensuring compliant processes. A NH Health & Life license and strong communication skills are required; remote work is possible for

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.
• 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.

Responsibilities

• 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.
• Account Management: Oversee the overall management and oversight of assigned agency accounts. Lead marketing and underwriting support for new and renewed accounts.
• Team Collaboration: Build strong partnerships with Producers, Account Executives, and Support Teams.
• Additional Responsibilities: Attend and complete required training sessions and assignments; maintain accurate databases and files.

Skills

Excellent communication skills

Patience and empathy

Problem-solving

Clear correspondence

Creative problem-solving

Education

College degree preferred

NH Health and Life license

Tools

Salesforce

Microsoft Word

Microsoft Excel

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.

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.

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.

*Option to be fully remote if experienced*

Family Owned

From starting at the kitchen table of Woodrow Cross, to becoming one of the largest insurance providers in New England, we’ve grown rapidly over the past 65 years. We’ve still held on to our core values of integrity, hard work, and dedication, and are still privately held. Our offices inspire a culture of community by supporting causes they stand behind. From fundraising for local food banks, to volunteering at after school programs, we’re proud of the many ways our offices find to give back. Initiatives vary from branch to branch to better serve the individual communities they are located in.