Job Description
Senior Employee Benefits Account Manager
Job Summary
Looking for a highly motivated and experienced Senior Employee Benefits Account Manager to join a team. This role is integral to maintaining and building strong client relationships while managing a diverse portfolio of employee benefits accounts. The ideal candidate will have a proven track record in employee benefits management, exceptional communication skills, and the ability to thrive in a team-oriented environment.
Compensation Package
- Salary: $105,000 - $110,000 annually
- Benefits: Comprehensive benefits package
Responsibilities
- Build and maintain strong relationships with clients and carriers through phone, email, and in-person interactions.
- Assist clients with service-related questions, including administration, billing, claims issues, and problem-solving.
- Identify cross-sell opportunities and recommend new lines of coverage.
- Collaborate with Producers and Marketing Account Executives to manage the renewal process and present options to clients.
- Lead the marketing of accounts and prepare necessary documentation for client presentations.
- Oversee the implementation process, ensuring all forms and documentation are delivered to clients.
- Conduct relationship management meetings and visits with assigned clients.
- Utilize client management systems to update policies, log activities, and manage follow-ups.
- Stay informed on new products, legislative changes, and industry trends through seminars, classes, and carrier meetings.
Qualifications/Requirements
- Licenses/Designations: Life & Health (L&H) license required.
- Experience: 5-10 years of experience in employee benefits account management.
- Technical Skills: Proficiency in BenefitPoint and ImageRight software.
- Account Expertise: Experience managing accounts with 200-500+ lives, including medical, dental, vision, and ancillary coverages.
- Soft Skills: Team player, motivated, receptive to feedback, and strong interpersonal skills.
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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