Account Manager - Employee Benefits
New
J
JobgetherEmployee Benefits Insurance
United States, Eastern or Central U.S. time zonesFull-TimeManager
Salary$70,000–$90,000 annually
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Job Details
- Experience
- 5+ years
- Required Skills
- Microsoft ExcelCustomer serviceAccount Management
Requirements
- 5+ years of relevant experience in the employee benefits or insurance industry.
- Active, required insurance licensing appropriate for the role.
- Experience managing employee benefits accounts, with exposure to level-funded and self-funded plans.
- Strong client relationship management and customer service skills.
- Demonstrated leadership experience, including delegating work and supporting employee development.
- Excellent organizational and time-management abilities.
- Strong decision-making and problem-solving skills.
- Ability to manage renewals, new business implementations, and benefits administration.
- Proficiency with Microsoft Office applications (Outlook, Word, and Excel).
- High school diploma or equivalent.
- Ability to work primarily within Eastern or Central U.S. time zones.
- Ability to maintain a dedicated, distraction-free workspace.
Responsibilities
- Manage an assigned portfolio of employee benefits accounts, ensuring service commitments and accuracy.
- Deliver exceptional client service and maintain clear communication with clients, carriers, and producers.
- Lead the account team by setting expectations, delegating responsibilities, and monitoring execution.
- Direct and support Account Coordinators to maintain service and quality standards.
- Manage new business implementations, from gathering client info to coordinating AOR notifications.
- Lead the renewal process including rate validation, audits, and client meetings.
- Act as an advocate between clients and carriers to resolve issues.
- Identify sales and cross-selling opportunities within the book of business.
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