Employee Benefits Account Manager
1 month ago
Our client is a well-established insurance brokerage firm specializing in employee benefits. They provide exceptional service to clients and foster a collaborative work environment.
As an Employee Benefits Account Manager, you will be a key liaison between clients and internal teams. Your primary responsibility will be to manage complex employee benefits accounts, ensuring client satisfaction and retention.
Responsibilities
Client Relationship Management:
• Serve as the day-to-day contact for assigned employee benefits accounts.
• Understand client needs, objectives, and challenges.
• Provide proactive support and address inquiries promptly.
Account Maintenance:
• Coordinate renewals, open enrollments, and plan changes.
• Collaborate with carriers and vendors to ensure seamless service delivery.
• Monitor compliance with regulations and industry standards.
Problem Resolution:
• Address client concerns and resolve issues promptly.
• Advocate for clients within the organization.
Sales Support:
• Process applications, payments, and enrollments.
• Assist in proposal development and presentations.
Data Management:
• Maintain accurate records, reports, and documentation.
• Utilize agency management systems effectively.
Qualifications
• 3+ years of experience in insurance or benefits related field.
• Bachelor's degree preferred.
• Excellent customer service, communication, and presentation skills.
• Proficient software experience, including strong Microsoft Excel skills.
• Life & Health Insurance License or willing to obtain.
Benefits
• Hybrid Schedule
• Health Insurance
• Paid Time Off
• 401k
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