Account Manager

1 week ago


Deerfield, United States Bernard & Co Full time

As an Account Manager - Employee Benefits, you will coordinate the placement and service of employee benefits for clients. This position is client-facing and requires knowledge of benefits insurance services, HR administrative functions, and benefits plan design.

**Qualifications**:

- 3-5+ years of experience in employee benefits, insurance industry
- Experience in a client facing role, sales or account management
- Knowledge of medical, dental, vision, and ancillary benefits
- Microsoft Office experience required (Excel, Word, PowerPoint)
- HRIS system familiarity is a plus
- Strong communication & organization skills
- Detail-oriented and have a sense of urgency

**Responsibilities**:

- Work with producers and staff to onboard new business and complete renewal processes
- Maintain complete client files with clear documentation of account detail in agency management systems, including policy information, activities, correspondence, and attachments
- Work with producers and other internal departments to develop and carry out service strategy for each client
- Assist in RFP process
- Compare carrier proposals and provide a summary of programs and options designed to guide clients through making decisions about insurance programs
- Create and deliver Open Enrollment and New Hire presentations
- Remain current on carrier plans and programs, legislation, and industry trends
- Follow client service workflows, engage internal resources, and escalate as necessary
- Provide exemplary service and support for internal and external clients (including claims, billing, enrollment, and benefit inquiries)
- Develop and maintain positive relationships by collaborating with coworkers and insurance carriers

Pay: $70,000.00 - $110,000.00 per year

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible schedule
- Health insurance
- Health savings account
- Paid time off
- Parental leave
- Professional development assistance
- Referral program
- Retirement plan
- Tuition reimbursement
- Vision insurance

Experience level:

- 2 years
- 3 years
- 4 years
- 5 years
- 6 years
- 7 years

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday

Supplemental pay types:

- Bonus opportunities
- Performance bonus
- Retention bonus

Travel requirement:

- No travel

Ability to Relocate:

- Deerfield, IL 60015: Relocate before starting work (required)

Work Location: Hybrid remote in Deerfield, IL 60015


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