Employee Benefits Account Manager — Client Impact & Retention

Acentria Insurance; Apex (NC); On-site; USD 55,000 - 85,000; Full time

Job summary

Foundation Risk Partners, part of the Acentria team in Apex, NC, seeks an Employee Benefits Account Manager to deliver exceptional service to employee benefits clients. You will manage renewals, add new policies, and implement client-specific resources to retain business.

Responsibilities include client communication, collaboration with producers and carriers, and ensuring accurate policy delivery. Candidates should have a Life & Health License and up to 3+ years in account management,

Qualifications

• Life & Health License is required.
• College degree preferred; high school diploma or equivalent accepted with related experience.
• Up to 3+ years of account management experience, including group benefits.

Responsibilities

• Manage client renewals, add new policies, implement client-specific resources, and maintain client retention.
• Provide exceptional service including correspondence with clients, producers and carriers.
• Partner with producers on renewal strategy and independently add policies to meet client needs.
• Verify accuracy of new/renewal policies and ensure timely delivery to clients.
• Develop strong client relationships and conduct face-to-face meetings as needed.
• Communicate professionally to achieve agency business goals and guide junior staff.
• Stay current on industry trends, product information, legislation, coverages, and technology.

Skills

Verbal communication

Written communication

Word processing

Excel

Numbers

Organization

Time management

Professional appearance

Flexibility

Insurance industry knowledge

Education

Life & Health License

College degree preferred / high school diploma or equivalent

Tools

Word

Excel

Job description

Foundation Risk Partners, part of the Acentria team in Apex, NC, seeks an Employee Benefits Account Manager to deliver exceptional service to employee benefits clients. You will manage renewals, add new policies, and implement client-specific resources to retain business.

Responsibilities include client communication, collaboration with producers and carriers, and ensuring accurate policy delivery. Candidates should have a Life & Health License and up to 3+ years in account management,