Fee: 20% bump.
Hire Information: Paquin & Carroll – Hybrid/Remote
1. Title: Employee Benefits Account Manager
2. Projected Start Date: ASAP
4. Why is this position open: Replacement
5. Position/Company Selling Points: won best places to work award. Strongly advocates education for clients and EE. Develop EE internally, path for growth. 7% contribution to 401k. great team environment.
7. Number of Company employees: 32EE
a. Size of Department employees: 4 EE in EB.
8. Misc. Important Information:
Point of Contact: Dan Cote – VP of Employee Benefits,
Cc: Josh Fearon - President
Carriers: Aetna, Anthem/ BC, Cigna, Guardian, The Hartford, Metlife, Prudential, United Health Care.
Process Information:
1. Have you reviewed any resumes/interviewed any candidates yet?: No
b. Have you made any offers yet/what did you offer/why did candidate not accept
2. Are other search firms working on this: No, Dan said he came to Jonus first.
a. What candidates have they provided: NA
3. Interview Process: 1st onsite with Dan Cote, VP of Employee Benefits + Josh Fearon, Owner/President.
4. Where do you like to hire from: agency only.
Experience Information:
1. Required/Preferred Licensure/Designations: L&H Preferred, Must be willing to obtain immediately after hire.
2. Types of Accounts: Health, Dental, Vision and Ancillary Lines (Term Life, STD, LTD)
Book Size (# of Groups): 110 Groups
Group Size Range: Groups up to 500 lives, Avg. 10-50 lives (Small-Mid size groups)
3. Essential Experience: 2+ Years of Experience
4. Daily Responsibilities: Soup–to-Nuts Servicing
5. Preferred Years of Experience: 5+ Years of Experience
6. Quote new/renewal business: Yes new & Renewal
7. Software: Benefitpoint
Comp Information:
1. Salary Range: $50k - 85k (loose)
2. Benefits Offered: Comprehensive Benefits. Med, dental, Disability, etc…
3. 401k: 3% contribution (whether or not you contribute), plus match up to 4%. Ie. Contribute 4% would get total of 7%.
4. Remote Work Available: Onsite for training/onboarding, then 2 days WFH, 3 days in office
5. Travel Required: No
POSITION FUNCTIONS
- Supports Producer with group renewals including shopping case with carriers. Provides advance preparation of renewals for Health and Ancillary lines. Contacts clients to update census information.
- Supports Account Executive in acquisition of new groups. Prepares permission letter, builds new census information, creates and builds handouts for employee meetings, and attends large group enrollment meetings with account executive.
- Maintains knowledge of current marketplace and capabilities for providing risk placement alternatives.
- Performs underwriting functions whenever necessary to make sure classification and rating are complete and accurate.
- Negotiates pricing, policy conditions, and terms with selected companies. Reviews all quotations with recommendations as to the best options for price, coverage, and risk alternatives.
- Provides Producer with a complete proposal on each risk accepted and quoted, at least 48 hours prior to appointment.
- Maintains positive relationships with appropriate company representatives through proper contacts and effective communication.
- Provides assistance to Producers and Account Managers when necessary for response to technical issues.
- Documents all material conversations with insureds and/or carriers regarding exposures and coverages.