Employee Benefits Account Manager, Middle Market

SolomonEdwards; Mount Laurel Township (NJ); Remote; USD 80,000 - 90,000; Full time

Job summary

A leading insurance brokerage is seeking an Employee Benefits Account Manager for a remote position to manage health benefit plans across various clients. The role requires strong client management skills, emphasizing retention and service delivery. Candidates should possess a Life, Accident, and Health License and preferably a Bachelor's degree, with experience in managing a book of business. This is an opportunity to build relationships with clients and lead a small team, with potential for managerial advancement.

Qualifications

• Life, Accident, and Health Insurance License is required.
• Bachelor's degree is strongly preferred.
• Experience managing a book of business is essential.

Responsibilities

• Manage a book of business primarily involving fully insured clients.
• Serve as the primary contact between clients and insurance carriers.
• Prepare and coordinate renewals and RFPs.

Skills

Life, Accident, and Health Insurance License

Strong Excel experience

Experience managing a book of business

Open enrollment and renewal experience

Education

Bachelor's Degree

Job description

Overview

Title: Employee Benefits Account Manager, Middle Market

Location: Blue Bell, PA (100% REMOTE)

Compensation: $80,000k - $90,000k (depending upon experience/skillset) + bonus

Summary:

Our client, a Top 20 Broker, has a need for an experienced Employee Benefits Account Manager – Middle Market, position to join their team. This role will be based out of their Blue Bell, PA office, however the position is 100% REMOTE. You will be responsible for day-to-day servicing and will have a team of junior analyst to support you and your book. You will be handling roughly 20-30 accounts, both fully insured & self-funded groups, ranging in the 100-500 lives. Responsibilities include managing the renewal process, working directly with clients, and focusing on account retention. Position will lead into a managerial role in the near future.

All compensation details are indicative and will be determined based on the education, experience, location and skill set of the individual selected for this position.

Responsibilities

• Individual would manage a book of business comprised of clients that are located both locally and nationally that are mostly fully insured, but may include some self-insured clients.
• Resolve the most complex customer service problems directly.
• Responsible for acting as the primary contact between clients and insurance carriers and retaining clients through customer service which includes open and clear communication channels with clients, producers and internal partners.
• Ensure accurate and timely responses occur between all parties.
• Maintain quality control of team renewal expirations to avoid any lapse in coverage. Ensure team members are addressing renewals in a timely manner and leveraging external vendors and partners.
• Prepare, or coordinate, renewals and RFPs, summarize vendor responses, spreadsheet proposal results, and develop the client presentations
• Responsible for the marketing process which includes obtaining client census and quotes, preparing and submitting bid specifications and evaluating the results in preparing recommendations for client.
• Build relationships with employer/group clients (not individual members) and serve as the primary point of contact for overall and day-to-day service delivery.
• Represent client internally and coordinate with other functions to implement client systems, complete projects, and address ongoing service needs.
• Take lead on designated renewals; prepare renewal information.
• Oversee new client set-up, renewals, and open enrollment meetings.
• Discuss with clients applicable legislation and market trends.
• Educate, advises and aid clients on all Compliance topics including, but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform.

Qualifications

• Life, Accident, and Health Insurance License.
• Bachelor's Degree (strongly preferred).
• Experience managing a book of business.
• Open enrollment and renewal experience.
• Strong Excel experience.

The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.

SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.

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