Employee Benefits Account Manager (AM)

Superior Insurance Partners; McHenry (IL); On-site; USD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a motivated Employee Benefits Account Manager to join its Group Benefits Division. This role is pivotal in driving multi-state growth by managing insurance applications, maintaining policy records, and ensuring customer satisfaction. The ideal candidate will have a strong background in insurance account management, excellent communication skills, and a passion for delivering tailored solutions. Join a rapidly growing brokerage that values its agency partners and offers a collaborative environment to enhance your career in the insurance industry.

Qualifications

• 3+ years of experience in Employee Benefits Account Management preferred.
• Current Life/Health License preferred.

Responsibilities

• Process insurance applications, changes, and cancellations.
• Maintain accurate claims, billing, and policy details.
• Cross-sell and provide quotes for policy changes.

Skills

Customer Service

Insurance Application Processing

Cross-Selling

Policy Management

Communication

Education

High School Diploma

College Education

Job description

Join to apply for the Employee Benefits Account Manager (AM) role at Superior Insurance Partners.

Superior Insurance Partners is a rapidly growing insurance brokerage platform focused on providing commercial lines, personal lines, and employee benefit solutions to companies and individuals. The company acquires and partners with leading independent insurance agencies primarily in the Midwest and Eastern US. Its mission is to improve the lives of its agency partners by creating tailored plans and providing resources such as accounting/finance, recruiting, HR, AMS/IT, marketing, and M&A support. Agency partners are aligned through long-term economic incentives while leveraging shared resources and best practices.

Backed by Tyree & D'Angelo Partners (TDP), a Chicago-based private equity firm, Superior aims to create value through strategic investments and partnerships. TDP has managed over $3 billion in capital and enterprise value, with extensive experience in service businesses.

We are seeking a motivated Employee Benefits Account Manager to join our Group Benefits Division and contribute to our multi-state growth.

Responsibilities:

1. Process insurance applications, changes, reinstatements, and cancellations.
2. Review applications for completeness and update policy records as needed.
3. Compile data on lapsed policies for automatic reinstatement and verify company records.
4. Respond promptly to customer, adjuster, and appraiser inquiries.
5. Maintain accurate claims, billing, and policy details.
6. Assist with marketing letters and overflow phone calls.
7. Cross-sell, up-sell, and provide quotes for policy changes or new business.
8. Follow up on open items and explain coverage to clients.
9. Alert agents of dissatisfied clients and maintain strong relationships with carriers.

Qualifications:

• High School Diploma, College Education Preferred
• 3+ Years' Experience in Employee Benefits Account Management Preferred
• Current Life/Health License Preferred and/or no negative history to have a declined license

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Sales and Business Development

Industries

• Insurance