Job Description
Employee Benefits Account Manager
Job Summary
Seeking a highly motivated and experienced Employee Benefits Account Manager to join a dynamic and team-oriented organization. Recognized as one of the top brokers in the industry the company fosters a supportive and collaborative culture offers opportunities for career growth and is committed to providing exceptional client service. This role is pivotal in managing and growing a book of business building strong client relationships and delivering innovative solutions in the employee benefits space.
Compensation Package
- Salary Range: $85000 - $100000 (depending on experience)
- Competitive benefits package 401(k) paid time off professional development opportunities etc.
Responsibilities
- Build and maintain strong relationships with clients and carriers through phone email and in-person interactions.
- Assist clients with service questions related to administration billing claims and problem-solving.
- Identify cross-sell opportunities and recommend new lines of coverage.
- Collaborate with Producers and Marketing Account Executives to manage the renewal process and present options to clients.
- Lead the marketing of accounts prepare marketing materials and present options to clients.
- Oversee the implementation process including preparing and delivering necessary forms to clients.
- Conduct relationship management meetings and visits with assigned clients.
- Utilize client management systems to update policies log activities and manage follow-ups.
- Stay informed on new products and legislative changes by attending seminars classes and carrier meetings.
Qualifications/Requirements
- Licenses/Designations: Life & Health (L&H) license required.
- Experience: Minimum of 5 years of experience in employee benefits account management.
- Technical Skills: Proficiency in Benefit Point and ImageRight software.
- Account Expertise: Experience working with accounts of 200-500 lives including medical dental vision and ancillary coverages.
- Soft Skills: Team player motivated receptive to feedback and strong interpersonal skills.
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