Employee Benefits Account Manager (AM) McHenry, IL

Superiorinsurancepartnersllc; 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 their Group Benefits Division. In this role, you will provide essential day-to-day service to policyholders and insurance carriers, helping to drive growth and retention goals. This position offers a chance to contribute to multi-state growth while delivering exceptional service to clients. If you are passionate about customer service and have a background in employee benefits, this opportunity is perfect for you. Join a dynamic team where your contributions will make a significant impact on the lives of agency partners and clients alike.

Qualifications

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

Responsibilities

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

Skills

Customer Service

Insurance Knowledge

Policy Management

Communication Skills

Sales Skills

Education

High School Diploma

College Education

Job description

Superior Insurance Partners is a rapidly growing insurance brokerage platform, focused primarily on providing commercial lines, personal lines, and employee benefit solutions to companies and individuals. Superior acquires and partners with leading independent insurance agencies primarily in the Midwest and Eastern US. The company’s mission is to improve the lives of its agency partners. Superior does this by creating a highly tailored plan for each of its agency partners to help them achieve their goals, and providing customized resources including accounting/finance, recruiting, HR, AMS/IT, marketing, and M&A support. Agency partners are aligned through long-term economic incentives while leveraging the benefits of best practices, scale, and resources across Superior’s shared platform.

Superior is backed by Tyree & D'Angelo Partners (“TDP”), a leading Chicago-based private equity firm that makes control ownership investments in, and partners with, lower middle market businesses with the goal of creating meaningful value for all involved. TDP is currently investing out of its third fund and has managed and created over $3 billion of capital and company enterprise value. TDP has significant experience investing in service businesses and has completed over 1000 investment partnerships in its history.

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

As an Employee Benefits Account Manager, you will play a crucial role in providing day-to-day service to policyholders, colleagues, and insurance carriers. The Account Manager will also help drive growth and retention goals by delivering exceptional, timely, and professional service to our clients.

Responsibilities:

• Process insurance applications, changes, reinstatements, and cancellations.
• Review applications for completeness and update policy records as needed.
• Compile data on lapsed policies for automatic reinstatement and verify company records.
• Respond promptly to customer, adjuster, and appraiser inquiries.
• Maintain accurate claims, billing, and policy details.
• Assist with marketing letters and overflow phone calls.
• Cross-sell, up-sell, and provide quotes for policy changes or new business.
• Follow up on open items and explain coverage to clients.
• 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.