Overview

We are seeking an Employee Benefits Account Manager to join our team. The role involves working with small to mid-size groups, utilizing software such as BenefitPoint and Employee Navigator, and collaborating with producers to service accounts and conduct open enrollment presentations.

Responsibilities

• Work with 3 producers to service accounts and conduct smaller open enrollment presentations
• Quote new and renewal business
• Utilize BenefitPoint and Employee Navigator software
• Manage small to mid-size group accounts
• Collaborate with the production staff to ensure efficient service delivery

Qualifications

• L&H licensure required
• 3-5 years of experience in a similar role
• Ability to work independently with minimal training
• Familiarity with BenefitPoint and Employee Navigator software

Day-to-day

The Employee Benefits Account Manager will be responsible for collaborating with producers to service accounts, conducting open enrollment presentations, and managing small to mid-size group accounts. The role also involves utilizing BenefitPoint and Employee Navigator software to quote new and renewal business.

Benefits

• Competitive salary range of $65k-$68k, with potential for $70k
• Medical benefits with a low employee contribution of $50 per month through Blue Cross Blue Shield
• 401k options available after 1st year of eligibility
• Hybrid remote work schedule, with 3 days in the office and 2 days remote
• Opportunity to work in a tech-savvy, privately owned company with a strong focus on internal promotion and a family-oriented culture

#LI-JN6

Successful independent insurance brokerage located in Morristown, NJ is seeking to add 3 x Personal Insurance Account Managers to an expanding, professional team.

Duties:

• Help advise, analyze, retain, service, market and round-out coverage needs for assigned customers
• Will handle new/renewal business

Qualifications:

• At least 2+ years’ experience with retail agency or similar personal lines business. Experience with a variety of major insurance carriers.
• Current Property & Casualty License
• Ability to work independently and as part of a team
• Customer service focused
• Ability to work in a fast paced environment

#LI-DL1

Commercial Insurance Assistant Account Manager | Winter Park/Orlando, FL 

Established agency seeking to hire a commercial insurance CSR/assistant to join our commercial lines team. Ideal candidate will have prior independent agency experience.

Responsibilities:

The assistant account manager is responsible for supporting the service staff with day-to-day account management of clients with complex coverage needs including coverage/policy questions, claims handling, and providing high customer service satisfaction.

Qualifications:

• Active Property & Casualty license.
• Experience managing Commercial Coverages.
• Familiarity with AMS 360 software systems, preferred.

Compensation:

• $45,000 – $55,000 + annual bonus (up to 10% of salary)
• 100% employer-paid Health/Medical coverage. 

#LI-CR1

Overview

We are currently seeking a skilled Commercial Lines Account Manager to join our team. This is a full-time position with a competitive salary range of $60K-$80K and 401(k) benefits.

Responsibilities

• Manage A-Z account management, including quoting new/renewal business
• Utilize 2-3 years of experience to effectively handle commercial accounts
• Work on a team to maintain disciplined and integrity-driven account management
• Collaborate with colleagues to ensure successful client relationships

Qualifications

• 2-3 years of relevant experience
• Preferred 5 years of experience
• Strong team player with disciplined and integrity-driven work ethic
• Proficiency in relevant software

Day-to-day

The successful candidate will be responsible for managing commercial accounts, quoting new/renewal business, and collaborating with the team to ensure client satisfaction.

Benefits

• Competitive salary range of $60K-$80K
• 401(k) benefits
• Hybrid work model (2 days remote, 3 days in the office)
• Equipment provided for remote work

#LI-DB3

Our client is seeking a P&C licensed, dedicated, and proactive Personal Lines CSA to join their team.

Senior Commercial Insurance Account Manager

Job Summary

Are you an experienced insurance professional looking for a collaborative and growth-oriented environment? If so, a growing national broker is seeking a Senior Commercial Insurance Account Manager to join their team! Key responsibilities include servicing a book of business, handling policy changes, managing the renewal process, building & maintaining strong client relationships, and delivering top-notch service. If you're a results-driven professional with a passion for exceeding client expectations, this role is for you.

Responsibilities

• Responsible for servicing a book of business, ensuring client satisfaction and retention.

• Develop and nurture strong relationships with key clients and insurance carriers through regular communication.
• Address client inquiries related to administration, billing, claims, and other service-related issues promptly and professionally.
• Maintain excellent communication with clients, carriers, producers, and team members in a professional and timely manner.
• Create professional and accurate insurance proposals for presentation to clients.
• Develop concise and informative summaries for existing clients to ensure they have a clear understanding of their insurance coverage.
• Continuously identify cross-sell opportunities within existing client accounts.
• Proactively suggest new lines of coverage to clients, tailoring recommendations to their specific needs.
• Monitor and manage the renewal process for assigned clients.
• Market client accounts, prepare marketing information, gather necessary data for client presentations, and present marketing options to clients.
• Complete the implementation process for policies, ensuring all required forms are prepared and delivered to clients.
• Utilize the client management system to update policies, log client meetings and activities, and manage follow-ups efficiently.
• Coordinate relationship management meetings with assigned clients.
• Stay updated on industry trends, market developments, new products, and legislative changes relevant to clients' needs.
• Stay informed about underwriting requirements and authority outlined by each carrier to provide accurate information to clients.
• Serve as a mentor to team members, offering guidance and support in their professional growth.

Qualifications/Requirements

• Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
• Possesses a comprehensive understanding of various insurance products and demonstrates the ability to provide expert advice to clients.
• Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
• Holds an active Property and Casualty (P&C) Insurance License – required.
• Preferred Agency Management System Experience: EPIC
• At least 3 years of account management experience is required. 5+ years preferred.
• Holds at least one professional designation or has comparable job experience.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $80k-$110k (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.

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.

#LI-CD3

Employee Benefits Account Manager

Job Summary

Are you seeking a dynamic and rewarding opportunity within the insurance industry, where your skills can make a real impact? If so, a growing agency has an opening for an Employee Benefits Account Manager. In this position, you will play a pivotal role in managing client relationships and providing top-tier client service.

Responsibilities

• Build and maintain strong client relationships, serving as the main client contact for various needs.
• Collaborate with team members to manage client relationships and service activities.
• Provide consistent, accurate, and timely communication to clients through various means, including calls, meetings, and written correspondence.
• Assist clients in understanding insurance policies, coverages, and compliance responsibilities.
• Resolve client issues, including claims, billing, and coverage questions.
• Work with clients to design and implement employee benefit programs.
• Conduct needs analysis, strategy calls, and enrollment meetings.
• Review client needs, recommend suitable approaches, and help implement benefit program strategies.
• Model employee benefits contributions to align with client objectives.
• Assist in reducing costs while offering competitive benefits options.
• Manage the renewal process, including re-marketing if necessary.
• Coordinate the Request for Proposal (RFP) process on behalf of clients.
• Prepare and present renewal proposals.
• Obtain carrier approval and ensure compliance with government agencies.
• Attend training sessions and educational workshops to maintain required licenses and stay updated on industry trends and compliance issues.
• Build and maintain relationships with insurance carriers and vendors.
• Participate in insurance company and vendor meetings to stay informed about industry developments.
• Review contracts, amendments, and SPDs for accuracy and coverage.
• Maintain accurate client files, documenting all interactions and communications.
• Prepare and deliver various client communications, including proposals, reports, spreadsheets, and presentations.
• Stay current on changes in legislation impacting employee benefit programs.
• Communicate legislative changes to clients and ensure compliance with federal, state, and local laws.
• Act as an advocate for clients on issues related to employee claims and carrier relations.
• Always conduct business with the highest level of confidentiality.

Qualifications/Requirements

• Excellent presentation, verbal, and written communication skills.
• Solid knowledge of group health and welfare benefit plan coverage.
• Understanding of current legislation, rules, laws, and regulations related to insurance and benefits.
• Thorough knowledge of insurance products and coverage, as well as health and ancillary products.
• Solid knowledge of insurance plans, underwriting principles, selection, pricing, rating, and premium calculation.
• Knowledge of rating procedures, coverage, and industry operations to manage and maintain accounts.
• Ability to work with clients at a strategic level.
• Strong organizational skills and attention to detail.

• Holds an active Life and Health (L&H) Insurance License.
• Preferred Agency Management System Experience: Applied Epic
• At least 3 years of relevant insurance industry experience required. 7+ years preferred.
• Previous experience in employee benefits and account management.
• Holds at least one professional designation or has comparable job experience.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $70K-$80K (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.

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.

#LI-EL1

Personal Lines Account Manager / Producer

Overview

A leading agency is seeking a motivated and customer-focused Personal Lines Account Manager/Producer to join their team. This role will require a dynamic individual with excellent communication skills, a passion for building client relationships, and a deep understanding of the insurance industry.

Responsibilities

• Serve as the primary contact for clients, ensuring exceptional customer service and addressing inquiries and concerns promptly and professionally.
• Proactively identify opportunities to review and update clients’ insurance policies based on their evolving needs and changes in the market.
• Generate new business by cultivating leads, networking, and leveraging existing client relationships.
• Utilize AMS to accurately record client information, policy details, and correspondence.
• Collaborate with underwriters and carriers to negotiate coverage terms and ensure competitive quotes for clients.
• Stay informed about industry trends, regulations, and best practices to provide clients with informed guidance and advice.

Qualifications

• At least 2 years of experience in personal lines insurance required, with a strong background in account management and/or sales.
• Proficiency in AMS systems, particularly AMS360.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
• Proven track record of achieving sales targets and maintaining strong client retention.
• Knowledge of insurance products, underwriting guidelines, and regulatory requirements.
• A valid insurance license is required and relevant industry certifications are preferred.

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.

#LI-DB3

• Previous experience working with personal lines coverages in a brokerage/agency setting. 
• Experience maintaining client relationships.
• Negotiate with carrier underwriters on behalf of clients for best rates.
• Ability to handle new and renewal submission.  
• Prior experience quoting binding and issuing policies. 
• Experience working with multiple carriers and rating systems. 
• Overall account management.

• Proven customer service and sales skills.
• Excellent organizational skills.
• Ability to self-direct the completion of job duties.
• Must hold Property & Casualty License.

#LI-BH1