Employee Benefits Account Manager

About the role

The Account Manager will manage a book of business with a proactive client service approach, ensuring all deadlines and service standards are met. They will 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; coordinate firm resources (Claims, Legal, Safety, Marketing, Technology, etc.) to deliver on client needs and purchased services; assist with 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.

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 firm resources (Claims, Legal, Safety, Marketing, Technology, etc.) to deliver on client needs and purchased services
• Aid with 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

• High school diploma or GED required
• 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)
• Flexible time off with a required minimum to ensure rest and balance, plus 11 paid holidays
• 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