Benefits Account Manager

The Agency is a growing, fast-paced full-service insurance agency. We are looking for a qualified Group Benefits Account Manager with a minimum of 3-5 years of experience servicing both individual and group clients. A valid Life & Health insurance license is required.

Qualifications

• Excellent written and verbal communication skills, including the ability to simplify complex messages and listen exceedingly well.
• Ability to work quickly, accurately and independently, while following Agency’s established procedures.
• Proficient in Excel and Word, with an aptitude to learn other tools and applications.
• Highly collaborative, with a strong team orientation.
• Outstanding organizational skills, with keen attention to detail and diligent task follow-through.

Duties & Responsibilities

• Manage and contribute to the strategy around employee benefit programs, including coordinating the annual open enrollment process, whether on-line or in person, resolving issues, establishing the primary relationship with our clients and carriers and serving as a key contact for our client’s benefits-related questions.
• Work with the Benefits Technology Department to promote and assist in the client’s use of our online open enrollment systems.

• Accurately manage client accounts and ensure all deadlines are met.
• Market and place new business and/or renewal business, independently or in tandem with the producer.
• Prepare renewal proposals.
• Meet with producer and service teams to ensure service levels are being met.
• Communicate and partner with our carriers to ensure we are meeting on the client expectations.
• Maximize opportunities and take steps to increase knowledge of industry, regulatory requirements, tools and resources available to elevate the department and assist clients.
• Answer questions from producer and the service teams regarding accounts.
• Communicate with clients and answer questions regarding their policies and/or services.
• Build and maintain strong relationships with clients, carriers and other agency staff.
• Travel or visit insurance companies and/or clients, when necessary.
• Maintain confidentiality of client and company information.
• Perform other duties as assigned appropriate to the position.

COMPENSATION & CULTURE

The Agency professionals enjoy a multi-faceted Compensation Package, including salaries that are competitive within the industry. In addition, we offer Medical, Dental, Vision, Disability and Life Insurance benefits, as well as the opportunity to participate in a 401(k)/Profit Sharing plan. We value education and career development and encourage our associates to pursue professional designations. We offer an in-office gym, flex time, casual Fridays and various office events through-out the year.