Job Description

Employee Benefits Account Manager

Job Summary

Seeking a dedicated and experienced Employee Benefits Account Manager to join a growing team. This role is pivotal in managing and growing the client portfolio, ensuring exceptional service delivery, and fostering strong client relationships. The ideal candidate will have a proven track record of independently managing a book of business and a passion for delivering tailored employee benefits solutions. This position offers a hybrid work environment with opportunities for professional growth and development.

Compensation Package

• Salary: $60,000 - $85,000+ (depending on experience)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Independently manage a book of business, ensuring client satisfaction and retention
• Develop and maintain strong relationships with clients, understanding their unique needs and providing tailored employee benefits solutions
• Collaborate with internal teams to quote new and renewal business
• Stay informed about industry trends and regulatory changes to provide expert guidance to clients
• Participate in client meetings, both virtually and in-person, to present solutions and address inquiries
• Contribute to the growth of the organization by identifying opportunities for cross-selling and upselling

Qualifications/Requirements

• Minimum of 2.5 years of experience managing a book of business independently
• Strong understanding of various funding models; specific account-based experience is not required
• Excellent communication and interpersonal skills
• Ability to work collaboratively with internal teams and external clients
• Proficiency in relevant software tools
• Self-motivated, detail-oriented, and capable of managing multiple priorities
• Willingness to travel occasionally to meet with local clients

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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