Job Description
Our client is a well-established insurance brokerage firm specializing in employee benefits. They provide exceptional service to clients and foster a collaborative work environment.
As an Employee Benefits Account Manager, you will be a key liaison between our clients and our internal teams. Your primary responsibility will be to manage complex employee benefits accounts, ensuring client satisfaction and retention.
Responsibilities
Client Relationship Management:
- Serve as the day-to-day contact for assigned employee benefits accounts.
- Understand client needs, objectives, and challenges.
- Provide proactive support and address inquiries promptly.
Account Maintenance:
- Coordinate renewals, open enrollments, and plan changes.
- Collaborate with carriers and vendors to ensure seamless service delivery.
- Monitor compliance with regulations and industry standards.
Problem Resolution:
- Address client concerns and resolve issues promptly.
- Advocate for clients within the organization.
Sales Support:
- Process applications, payments, and enrollments.
- Assist in proposal development and presentations.
Data Management:
- Maintain accurate records, reports, and documentation.
- Utilize agency management systems effectively.
Qualifications
- 3+ years of experience in insurance or benefits related field.
- Bachelor’s degree preferred.
- Excellent customer service, communication, and presentation skills.
- Intermediate software experience, including strong Microsoft Excel skills.
- Willing to obtain Life & Health Insurance License.
Benefits
- Hybrid Schedule
- Health Insurance
- Paid Time Off
- 401k
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