Job Description
Employee Benefits Account Manager
Job Summary
Seeking a highly skilled and motivated Employee Benefits Account Manager with a minimum of 5 years of experience to join a team. This role involves managing a $2.5 million book of business, primarily consisting of large group accounts (50-100 employees) with occasional support for small group business. The ideal candidate will be a self-starter with a strong technical background, experience in self-funding and partial self-funding, and proficiency in BenefitPoint and the Microsoft Suite.
Compensation Package
- Salary Range: $80,000 - $120,000 (commensurate with experience)
- Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
Responsibilities
- Manage a $2.5 million book of business, focusing on large group accounts (50-100 employees) with occasional support for small group accounts.
- Provide exceptional client service, including client-facing interactions, data analysis, and consultation.
- Collaborate with clients to review census data, analyze loss history, and develop tailored benefits solutions.
- Work closely with carriers, brokers, and third-party administrators (TPAs) such as Members Insurance Trust, Blue Cross Blue Shield, Cigna, Veres, and Benecan.
- Partner with external brokers, including The Cason Group, to deliver comprehensive benefits solutions.
- Utilize BenefitPoint and other agency management systems to maintain accurate records and streamline processes.
- Contribute to a proactive, tech-forward culture by identifying and implementing process improvements.
Qualifications/Requirements
- Experience: Minimum of 5 years in employee benefits account management, with a strong preference for candidates with self-funding and partial self-funding experience.
- Technical Skills: Proficiency in BenefitPoint, Microsoft Suite (Excel, Word, Outlook), and other agency management systems. Familiarity with Bright, Canva, and other benefits-related software is a plus.
- Licenses: Life and Health (L&H) license required.
- Education: Bachelor’s degree preferred but not required.
- Attributes: Self-starter, tech-savvy, entrepreneurial spirit, collaborative, and client-focused.
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