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 supporting a Benefits Department by managing client accounts, ensuring compliance, and delivering exceptional service. The ideal candidate will have a strong background in employee benefits sales and servicing, with a focus on providing tailored solutions to meet client needs. This is an excellent opportunity to join a well-established organization with a strong reputation in the insurance industry and a commitment to employee satisfaction and longevity.

Compensation Package

• Salary Range: $60,000 - $80,000 (depending on experience)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage and service a portfolio of employee benefits accounts, primarily for groups ranging from 2-50 lives, with occasional mid-market accounts (50-99 lives).
• Handle both fully insured and level-funded accounts.
• Create and manage online client portals (e.g., Employee Navigator).
• Ensure client compliance management and provide annual compliance notices.
• Quote, prepare, and present proposals for new business and renewals across all lines of coverage, including medical, ancillary, contributory, company-paid, and voluntary lines.
• Prepare and host open enrollment meetings and educational sessions for employees as needed throughout the year.
• Update internal CRM systems and maintain accurate client records.
• Pull claims reporting for level-funded clients and review findings with clients.
• Assist with bill audits and provide day-to-day service for company and employee contacts.

Qualifications/Requirements

• Licensure: Active Life & Health (L&H) license is required.
• Experience: Minimum of 3 years of employee benefits sales/servicing experience is preferred. Candidates with experience in captives are welcome to apply.
• Technical Skills: Proficiency in Applied EPIC and EZ Lynx software is preferred.
• Knowledge: Familiarity with standard L&H products, including medical, ancillary, contributory, company-paid, and voluntary lines.
• Skills: Strong organizational, communication, and client relationship management skills.
• Education: Relevant educational background or equivalent professional experience in the insurance or employee benefits field.

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