Employee Benefits Senior Account Manager
Employee Benefits Senior Account Manager
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Job Description
Job Description
Employee Benefits Senior Account Manager
Job Summary
Seeking a highly skilled and experienced Employee Benefits Senior Account Manager to join a dynamic and growing team. This role is pivotal in supporting Account Executives and managing mid-market accounts. The ideal candidate will have a strong background in employee benefits brokerage experience and a passion for delivering exceptional client service.
Responsibilities
- Provide behind-the-scenes support to Account Executives ensuring seamless account management.
- Manage mid-market accounts (100-500 lives) with a focus on fully insured and self-funded plans.
- Develop a deep understanding of assigned accounts and gradually take ownership of a book of business within 6-8 months.
- Collaborate with internal teams to ensure client needs are met efficiently and effectively.
- Assist in client meetings and discussions as needed supporting Account Executives in delivering exceptional service.
- Utilize and adapt to company systems including BenefitPoint (transitioning to Epic in 2026).
Qualifications/Requirements
- Licenses: Active Life & Health (L&H) license required.
- Experience: Minimum of 4-5 years in employee benefits with a background in a brokerage setting.
- Skills: Proficiency in managing accounts from start to finish; bilingual candidates are preferred.
- Technical Proficiency: Familiarity with BenefitPoint or similar systems is a plus.
- Soft Skills: Strong organizational skills attention to detail excellent communication adaptability and a client-focused mindset.
Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.
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Required Experience:
Manager
Employment Type
Full-Time
