Job Description

Employee Benefits Account Manager

Job Summary

Seeking a highly motivated and detail-oriented Employee Benefits Account Manager to join well-respected employee benefits brokerage team. As an integral part of team, you will manage a portfolio of small group accounts, ensuring exceptional service and support for clients. This position is ideal for a professional with a strong customer service orientation and a solid understanding of insurance concepts.

Compensation Package

• Salary Range: Up to $60,000 annually, with additional commission opportunities for upselling coverage on existing accounts.
• Benefits: Comprehensive benefits package, including health insurance.

Responsibilities

• Process client eligibility changes and ID card requests with accuracy and within specified timeframes.
• Respond promptly and accurately to client and internal inquiries.
• Maintain and update the client management portal with the latest information.
• Communicate effectively with clients and carrier representatives to address needs and resolve issues.
• Attend team meetings to stay informed about agency policies, procedures, and industry updates.
• Provide exceptional support to clients, fostering trust and loyalty.
• Navigate online portals efficiently to access and update client information.
• Handle renewals, light open enrollment presentations, enrollments, and claims for small group accounts (primarily fully insured, with some level-funded accounts).
• Communicate carrier decisions to clients and escalate issues to carrier representatives when necessary.
• Quote new and renewal business as required.

Qualifications/Requirements

• Licensure: Active Life & Health (L&H) license required.
• Experience: Minimum of 2 years of experience in employee benefits account management or a related field.
• Technical Skills: Familiarity with Zywave Brokerage Builder software is preferred; experience with BenefitPoint is a plus.
• Customer Service Skills: Strong customer service orientation with excellent communication and problem-solving abilities.
• Attention to Detail: Ability to manage multiple tasks with precision and meet deadlines.
• Professionalism: Demonstrated ability to respond promptly to communications, complete assessments, and maintain professional etiquette (e.g., sending thank-you notes).

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