Employee Benefits Account Manager - Hybrid Remote

Responsibilities

• Manage and service a portfolio of employee benefits accounts.
• Handle both fully insured and level-funded accounts.
• Create and manage online client portals (e.g., Employee Navigator).
• Ensure client compliance management and provide annual compliance notices.
• Quote, prepare, and present proposals for new business and renewals across all lines of coverage, including medical, ancillary, contributory, company-paid, and voluntary lines.
• Prepare and host open enrollment meetings and educational sessions for employees as needed throughout the year.
• Update internal CRM systems and maintain accurate client records.
• Pull claims reporting for level-funded clients and review findings with clients.
• Auxiliary services: Assist with bill audits and provide day-to-day service for company and employee contacts.

Qualifications/Requirements

• Licensure: Active Life & Health (L&H) license is required.
• Experience: Minimum of 3 years of employee benefits sales/servicing experience is preferred. Candidates with experience in captives are welcome to apply.
• Technical Skills: Proficiency in Applied EPIC and EZ Lynx software is preferred.
• Knowledge: Familiarity with standard L&H products, including medical, ancillary, contributory, company-paid, and voluntary lines.
• Skills: Strong organizational, communication, and client relationship management skills.
• Education: Relevant educational background or equivalent professional experience in the insurance or employee benefits field.