Job Description

Overview:
We are seeking a seasoned Employee Benefits Account Manager to manage a middle market book of business. The ideal candidate will have a robust background in retail or agency environments, a strategic approach to benefits management, and the ability to thrive in a fast pace environment.

Key Responsibilities:

• Book of Business Oversight:
  Manage a portfolio of mid-market to large market accounts, ensuring exceptional service delivery and client satisfaction.
• Renewals & Benefits Strategy:
  Conduct renewal analyses and present strategic benefits recommendations tailored to client needs and objectives.
• Client Interaction:
  Serve as the primary point of contact for clients, providing expert guidance, addressing inquiries, and fostering strong client relationships.
• Day-to-Day Operations:
  Oversee daily administrative tasks, including plan enrollments, compliance, claims resolution, and carrier communication.
• Quoting & Proposal Management:
  Prepare and analyze benefit plan quotes, ensuring competitive and comprehensive options for clients.
• Strategic Planning & Analysis:
  Utilize Excel, pivot tables, and other advanced analytical tools to interpret data and provide insights that support client strategies.
• Collaboration:
  Work closely with internal teams, carriers, and vendors to deliver exceptional client experiences and ensure adherence to timelines.

Qualifications:

• Experience:
  • Minimum of 10+ years of experience in employee benefits, with a focus on retail or agency environments.
  • Demonstrated expertise in both fully insured and self-funded benefits programs.
  • Experience working with small to mid-market clients is essential.
• Technical Skills:
  • Advanced proficiency in Microsoft Excel, including pivot tables and data analysis.
  • Strong aptitude for leveraging technology to enhance efficiency and accuracy.
• Licensure:
  • Current Life and Health Insurance License is required.
• Interpersonal Skills:
  • Exceptional communication and client management skills.
  • Proven ability to manage multiple priorities and deliver results in a fast-paced environment.
• Education:
  • Bachelor’s degree in Business, Human Resources, or a related field (preferred but not required).

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