Job Description

Employee Benefits Account Manager

Job Summary

Seeking a dedicated and experienced Employee Benefits Account Manager to join a established and growing agency. This role is integral to supporting a Senior Account Manager and Producer in managing group benefit clients. The ideal candidate will have a strong background in employee benefits, excellent organizational skills, and a commitment to delivering exceptional client service.

Compensation Package

• Salary Range: $50,000 - $70,000 annually
• Benefits Offered: Comprehensive benefits package

Responsibilities

• Run quotes and prepare benefit and cost comparisons for clients.
• Manage and maintain client databases with accuracy and attention to detail.
• Process eligibility changes online with insurance carriers.
• Prepare open enrollment kits for employee meetings.
• Address day-to-day service issues, including billing, eligibility, and claim resolution.
• Assist in quoting new and renewal business.

Qualifications/Requirements

• Experience: 3-7 years of experience in employee benefits account management, preferably within an independent agency.
• Education: College degree or equivalent experience in an independent agency setting.
• Licensure: Life and Health (L&H) license preferred.
• Technical Skills: Proficiency in EPIC software is a plus.
• Knowledge: Experience with fully insured or self-funded accounts is preferred but not required.
• Client Portfolio: Ability to manage a book of business, including 25 clients and 50 policies, handling all aspects from A to Z.

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