Employee Benefits Account Manager

***** SENIOR BENEFITS ACCOUNT MANAGERJOB ***** Full Time. Competitive salary, benefits 100% employer paid + 401k with 4% match**EXECUTION OF CLIENT SERVICEWorks with Producer and/or Account Executives, service team, and other internal departments to plan, execute, and track customized service strategy for each client, designed to create measurable value and efficiencies in their businessesManages creation of proposals, providing summary of programs and options, service plan, and other specific deliverables designed to support clients in making decisions about insurance programsBuilds personalized client relationships through demonstrated ownership of the service plan and multiple channels of communication such as phone, email, and in-person meetingsAnalyzes risk, coverage, program structure and recommends options; executes coverage and program changesOversees the accuracy and display of information in client portals; consults with and enacts client decisions on access to portal by their staffLeverages insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as neededWorks with service team to effectively manage and oversee new business and renewal processes by following workflow procedures and best practicesEvaluates coverage, terms, and conditions of quotes received from underwriters; compares quote options from multiple carriers and presents coverage comparisons as requestedRemains current on forms, coverage, insurance carriers, industry trends, and legislationMaintains positive working relationships with insurance carriers, attends meetings and events as appropriate, and proactively learns about their products and underwriting approachesAccurately maintains complete client files including the clear documentation of account detail in agency management systems including policy information, activities, attachments, and correspondenceQUALIFICATIONS **Upon hire, Producers License for Life/Health2+ years Benefits Account Manager experience within an insurance brokerage, or comparable experiencePREFERREDBS/ BA in Business, Insurance or related fieldExperience working with agency management systemsProficient skill level in Microsoft Office Suite

Created: 2025-03-08