Account Manager - Employee Benefits

About This Role

Manage an assigned book of business within employee benefits, ensuring client satisfaction and compliance. Lead a team of Account Coordinators, identify sales opportunities, and uphold company values.

Responsibilities

• Manage an assigned book of business, ensuring performance requirements are met and no liability occurs
• Deliver outstanding client service, anticipate needs, and respond quickly to requests
• Lead the account team with a strong work ethic and positive attitude
• Direct daily activities of Account Coordinator(s), assign tasks, and monitor execution
• Identify and act on sales opportunities to grow the business
• Manage new business setup including data gathering, client file creation, and communication
• Manage renewals by verifying client data, updating files, and coordinating with clients and carriers
• Build and improve client relationships, seeking feedback and implementing improvements
• Advocate for clients and carriers to ensure mutually beneficial outcomes
• Ensure adherence to company policies and industry standards

Requirements

• 5+ years of industry experience
• Active licensing
• Exceptional customer service and communication skills
• Strong organizational, delegation, and decision-making skills
• Proficiency in MS Office (Outlook, Word, Excel)

Qualifications

• High School Diploma (or equivalent)
• 5+ years of industry experience

Nice to Have

• Experience with Level-Funded and some Self-Funded plans

Skills

* Required skills

Benefits