Group Benefits Account Executive

Associated Insurance and Risk Management Advisors; Rolling Meadows (IL); Hybrid; USD 125,000 - 150,000; Full time

Benefits offered by this job

Hybrid work schedule

Bonus eligibility

Job summary

Associated Insurance and Risk Management Advisors in Illinois seeks a Senior Account Manager to oversee group employee benefit programs and client relations. You will collaborate with producers and P&C teams to deliver comprehensive benefits packages, manage open enrollment, and ensure client satisfaction with robust benefit strategies.

The role requires a life/health license and 7+ years of large-group benefits experience, including both funded and self-funded plans.

Qualifications

• Illinois Life and Health license required.
• 7+ years of Large Group Benefit experience (50+ lives).
• Experience with fully funded and self-funded plans.
• Senior Account Management experience in Group Benefits.

Responsibilities

• Oversee group employee benefit programs (health, dental, vision, retirement).
• Collaborate with internal teams to align benefit strategies with client goals and budgets.
• Prepare and present benefit plan options, proposals, and renewals.
• Coordinate open enrollment, employee education and enrollment assistance.
• Handle employee inquiries regarding benefits, claims, eligibility.
• Maintain client records and documentation in the agency system.
• Work on benefit enrollment platforms for open enrollment.

Skills

Applied Systems EPIC

Benefits platforms (Ease, Employee Nav

MS Word

MS Excel

MS PowerPoint

Communication skills

Interpersonal skills

Organization

Multitasking

Independent work

Team collaboration

Education

Illinois Life and Health license

Tools

Applied Systems EPIC

Job description

Description

Associated is one of the top privately held insurance and risk management firms in the country. We assist businesses and individuals with their insurance needs, including property, casualty, employee benefits, and more. Founded in 1890, our longevity in the industry provides unparalleled expertise and longstanding relationships with leading insurance carriers

Job Type

Full-time

Description

Associated is one of the top privately held insurance and risk management firms in the country. We assist businesses and individuals with their insurance needs, including property, casualty, employee benefits, and more. Founded in 1890, our longevity in the industry provides unparalleled expertise and longstanding relationships with leading insurance carriers

Duties And Responsibilities, Include

Compliance Management

• Ensure adherence to all applicable laws, regulations, and industry standards related to employee Group Benefits.
• Stay updated on changes in legislation and provide guidance to clients and internal teams.
• Conduct regular audits to confirm compliance and identify areas for improvement.

Client Relations

• Serve as the primary point of contact for assigned clients, building and maintaining strong relationships.
• Understand clients' business needs and objectives and provide effective solutions and recommendations accordingly.
• Conduct regular meetings, presentations, and reviews to ensure client satisfaction and retention.

Collaboration and Cross Selling

• Work collaboratively with the Producer(s) to support new business development and identify upselling opportunities.
• Collaborate with the Property and Casualty Team to determine cross-selling opportunities and provide a comprehensive benefits package to clients.
• Coordinate efforts with the Producers and Property and Casualty team to deliver a seamless and integrated client experience.

Core Responsibilities

• Oversee the implementation and administration of group employee benefit programs, including health, dental, vision, ancillary lines, retirement plans, wellness plans, etc.
• Collaborate with internal teams to develop benefit strategies that align with clients' goals and budgets.
• Prepare and present benefit plan options, proposals, and renewal materials to clients.
• Coordinate open enrollment activities, including employee education, enrollment assistance, and plan communication.
• Handle employee inquiries regarding benefits, claims, eligibility, and other related matters.
• Maintain accurate client records, documentation, and databases in the agency management system, Applied Systems EPIC
• Work on various benefit administration platforms for employee benefit enrollment

Requirements

• Illinois Life and Health license, Required
• 7+ years of Large Group Benefit experience, Required (+50 Lives)
• Fully funded and self-funded insurance experience, Required
• Demonstrated proficiency in a Senior Account Management role in Group Benefits

Knowledge And Skills

• Demonstrated proficiency with Applied Systems EPIC
• Demonstrated knowledge of benefits administration platforms, Ease, Employee Navigator
• Proficient in Microsoft Word, Excel and Power Point
• Excellent communication skills, both written and verbal
• Strong interpersonal skills to effectively build and maintain client relationships
• Good organizational skills, with high attention to detail
• Ability to multi-task and handle a large volume of items simultaneously
• Ability to prioritize and work independently
• Ability to work in a team environment

Associated Benefits

• Click HERE for benefits
• Bonus eligibility
• Hybrid work schedule
• $125,000 - $150,000

Salary Description

$125,000 - $150,000