Senior Account Manager Employee Benefits

Job Title: Employee Benefits Senior Account ManagerReports to: Director of Employee BenefitsBryson specializes in Employee Benefits, Retirement Planning, Property & Casualty, Life Insurance, and Wealth Management Services. We pride ourselves in delivering the Bryson WOW, which is our commitment to service excellence.Position Purpose & Focus:The Employee Benefits Senior Account Manager will be responsible for managing approximately 15-20 local and national accounts. This role involves working closely with assigned clients to provide exceptional service, build strong relationships, and ensure client satisfaction. The primary focus will be on maintaining ongoing client relationships and delivering strategic solutions to meet their needs.Essential Duties and Responsibilities:Stay updated on insurance technical knowledge, market trends, agency automation, and company information.Manage day-to-day client service for 20-25 group accounts.Maintain clear communication channels with clients, producers, insurance carriers, and internal partners.Develop relationships with key decision-makers within client organizations.Identify issues, develop strategic solutions, and communicate recommendations to clients.Analyze plan options for renewals/new marketing and present proposals to clients.Communicate timelines, due dates, and expectations to clients and partners.Schedule and lead client meetings, open enrollment sessions, and education meetings.Effectively install new group insurance contracts for new and existing clients.Educate clients on compliance measures such as ACA, ERISA, COBRA, and FMLA.Ensure clients are aware of all resources provided by Bryson.Maintain expertise in benefits administration systems and provide support to clients in utilizing this technology.Qualifications | Competencies | Success Factors:Qualifications:High level of technical insurance knowledge5 + years experience as a Senior Account ManagerActive California Life & Health Insurance LicenseBachelor's degree preferredDemonstrated professional judgment and integrityExpertise in client service deliveryStrong business acumen with the ability to understand client needsExcellent interpersonal skills with a polished demeanorWillingness to travel to clients as neededAbility to work efficiently in a fast-paced environment, adapt to changing priorities, and maintain confidentialityCompetencies:Possess a strong teamwork orientationDemonstrate strong prioritization and multitasking skillsOrganized with excellent verbal and communication skillsProactive Problem-SolvingAnalytical & Critical thinking Computer proficient with excellent technological skills including proficiency in Microsoft Office applicationsApplied Epic experience preferred, not requiredSuccess FactorsProficient in Microsoft Office applicationsExcellent customer relationship skills, and proven ability to professionally interact with prospects, clients, and vendorsEthical business standards and transparencyPromote open communication and high moraleAdoption of the Bryson "WOW" service model. The 5 pillars of the WOW are Personal Touch, Accountability, Intellectual Capital, Resolution, and Delivering Value.This job description outlines the responsibilities, qualifications, and competencies required for the role of Senior Employee Benefits Account Manager, with a focus on managing large group accounts and delivering exceptional service to clients.

Created: 2025-02-10