Employee Benefits Account Manager (EBAM)

Job Summary

Seeking a dedicated and detail-oriented Employee Benefits Account Manager (EBAM) to join a growing team. This role is pivotal in managing and servicing a high volume of employee benefits accounts, ensuring client satisfaction and seamless operations. The ideal candidate will have a strong background in employee benefits, excellent organizational skills, and a passion for delivering exceptional service. This position offers opportunities for professional growth and development within a collaborative and supportive work environment.

Compensation Package

• Base Salary: $50,000 - $70,000 (depending on experience)
• Commission: Guaranteed commission structure with potential for growth
• Additional Incentives: 2.5% override on the total book of business
• Benefits: Comprehensive benefits package, including medical, dental, vision, and 401(k) (eligibility begins the first quarter following the anniversary date)
• Work Schedule: Monday to Friday, 9:00 AM - 5:00 PM (in-office with potential for hybrid flexibility after training)

Responsibilities

• Manage a high-volume book of business, including small and large group accounts.
• Handle daily service tasks such as claims and billing issues, terms, enrollments, adds, assisting with applications, and processing change requests.
• Act as the primary point of contact for clients, explaining new benefits and conducting open enrollment meetings.
• Collaborate with analysts to understand and manage RFPs.
• Quote new and renewal business as needed.
• Maintain detailed records and ensure accuracy in all client interactions.
• Provide exceptional customer service and build strong client relationships.
• Participate in sales opportunities and bring in new relationships, with incentives for successful contributions.

Qualifications/Requirements

• Experience: Minimum of 3+ years in employee benefits account management (candidates with less experience may be considered).
• Licenses/Designations: Life and Health (L&H) license preferred (support available to obtain licensing if needed).
• Technical Skills: Proficiency in Excel and familiarity with software such as Imageright, BenefitPoint, and Ease Navigator.
• Knowledge: Strong understanding of medical, dental, vision, and ancillary benefits terminology.
• Soft Skills: Exceptional problem-solving abilities, attention to detail, ability to manage high volumes of work, and strong communication skills.
• Work Ethic: Self-motivated, collaborative, and able to thrive in a fast-paced environment.

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Job Title: Sr. Associate Broker

Job Summary:
A leading wholesale brokerage firm is seeking a Sr. Associate Broker to support the growth of a high-performing Casualty team. This position serves as the primary point of contact for a significant portion of an established book. The ideal candidate will bring deep casualty experience, strong analytical and consultative skills, and a track record of leadership in managing accounts and junior team members.

Responsibilities:

• Serve as the secondary contact for a large Casualty book, managing approximately $600K in assigned revenue.

• Build and maintain relationships with underwriters and retail agents, acting as a key liaison for both renewal and new business activity.

• Manage the end-to-end renewal process and oversee new business submissions for existing agent relationships.

• Quote and bind business, with a focus on 70% renewals and 30% new submissions.

• Oversee and mentor 2–3 junior Associate Brokers, providing guidance and support to ensure quality and efficiency.

• Collaborate closely with internal teams while maintaining the ability to work independently.

• Demonstrate strong follow-through and dedication to retaining and growing the assigned book of business.

Qualifications/Requirements:

• Active Property & Casualty (P&C) license required.

• Minimum 7 years of experience in casualty insurance, preferably within a wholesale brokerage environment.

• Experience managing middle to large market casualty accounts, ranging from $25K to $1.5M in premium.

• Proven ability to lead and mentor junior team members.

• Strong analytical thinking, consultative approach, and effective communication skills.

• Self-motivated with the ability to prioritize and manage multiple responsibilities independently.

Compensation Package:

• Compensation: Between $85,000 and $110,000 (based on experience), + profit sharing based on retention and growth of the book.

• Competitive benefits package, paid time off, professional development opportunities, etc.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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