Employee Benefits Account Manager

About the role

The ideal candidate will thrive in a dynamic environment, managing a book of business with a proactive client service approach. This position requires a strong analytical and critical thinking skill set, coupled with the ability to solve problems effectively.

Responsibilities

• Manage a book of business with a proactive client service approach, ensuring all deadlines and service standards are met.
• Serve as a primary point of contact for clients, producers, and service teams; respond to questions regarding policies and services.
• Build and maintain strong relationships with clients, carriers, and internal partners.
• Maintain accurate records of policies, renewals, payments, and related documentation.
• Stay current on industry trends, regulations, tools, and resources to effectively advise and support clients.
• Cook up and maintain strong relationships with clients, carriers, and internal partners.
• Coordinate firm resources (Claims, Legal, Safety, Marketing, Technology, etc.) to deliver on client needs and purchased services.
• Aid in marketing, placement, and renewal of new and existing business in accordance with established workflows.
• Support client lifecycle projects, including preparing materials for recurring client meetings.
• Identify opportunities to improve efficiency and enhance the overall client experience.
• Travel to client sites, carrier meetings, and regional offices as needed; perform other duties as assigned.

Requirements

• A high school diploma or GED.
• A two or four-year degree preferred.
• Experience in managing a book of Employee Benefits accounts required.
• Proficient with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions.
• Prior customer service experience required.
• One year of experience with agency management system or CRM preferred, preferably EPIC.
• L&H license required.

Qualifications

• Strong analytical and critical thinking skills with the ability to solve problems effectively.
• Highly collaborative while also capable of working independently with focus and determination.
• Demonstrates professionalism, confidentiality, and a strong work ethic in all situations.
• Organized and detail-oriented, with the ability to prioritize tasks and manage time efficiently.
• Flexible and adaptable, maintaining positivity and focus in a fast-paced environment.
• Self-motivated with proven leadership skills and the ability to guide others toward success.

Skills

• Strong analytical and critical thinking skills with the ability to solve problems effectively.
• Highly collaborative while also capable of working independently with focus and determination.
• Demonstrates professionalism, confidentiality, and a strong work ethic in all situations.
• Organized and detail-oriented, with the ability to prioritize tasks and manage time efficiently.
• Flexible and adaptable, maintaining positivity and focus in a fast-paced environment.
• Self-motivated with proven leadership skills and the ability to guide others toward success.

Benefits

• Annual Bonus
• Medical, Dental, Vision, Life, and Disability Insurance
• 401(k) with Company Contributions
• Responsible Time Off (RTO)
• Paid Volunteer Time Off and Donation Match Program
• Tuition reimbursement and paid certifications, licenses, designations
• Employee Assistance Program (EAP) and wellness program with financial incentives
• Hybrid Work Schedule
• $3,000 Referral Bonus

Pay

$Competitive salary based on experience and qualifications.

Schedule

Hybrid work schedule with flexible hours.