Sr. Employee Benefits Account Manager

Senior Employee Benefits Account Manager

Seeking an experienced and dedicated Senior Employee Benefits Account Manager to join a team. This role is integral to a mission of providing exceptional service to clients which are primarily credit unions and financial institutions. As a Sr. EBAM you will manage a portfolio of 8-10 clients focusing on group medical life dental vision and ancillary lines with a strong emphasis on self-funded health plans. This position offers the opportunity to work closely with senior executives at client organizations providing strategic guidance and fostering long-term relationships.

• Salary Range: $110000 - $130000 annually
• Benefits: Competitive benefits package 401(k) paid time off professional development opportunities etc.
• Travel: Minimal approximately once per quarter out of state

• Manage and service a portfolio of 8-10 clients primarily credit unions with employee groups ranging from 100 to 800.
• Handle group medical life dental vision and ancillary lines with a focus on self-funded health plans (approximately 70% of accounts).
• Conduct renewals RFPs and quoting processes.
• Lead client meetings both in-person and online with senior executives such as CFOs and other decision-makers.
• Maintain and enhance professional and technical knowledge to provide strategic advice to clients.
• Collaborate with internal teams to ensure seamless service delivery.

• Licenses/Certifications: Active Life & Health (L&H) license is required.
• Experience: Minimum of 5 years in employee benefits account management with a strong understanding of self-funded health plans.
• Technical Skills: Proficiency in quoting and renewal processes; familiarity with property systems.
• Soft Skills:
  • Exceptional communication and interpersonal skills with the ability to engage with senior executives.
  • Strong organizational and time-management abilities.
  • Team-oriented mindset with a collaborative approach.
  • Strategic thinking and problem-solving capabilities.
  • High level of professionalism and ethical standards.
• Preferred Location: Candidates based in WA or OR are preferred.

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