Employee Benefits Account Manager

3 weeks ago


Orlando, United States Acentria Insurance Full time

Foundation Risk Partners

, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Manager

to their

Acentria

team in

Sunrise, FL

.

Job Summary:

The Benefits Account Manager is a learning position to become responsible for daily servicing of assigned clients including new and renewal business processing and maintenance of exceptional customer relations with the client. This position also supports the Producer assigned to them when needed. This position regularly interacts with new and existing clients as needed on small to medium accounts while being responsible for devising creative solutions to meet client needs as to coverage and costs.

Essential Functions:

Uses discretion and independent judgment to conceptualize and implement solutions to meet client needs as to coverage and costs

Prepares the process of renewal submissions for marketing including application, necessary exhibits, narratives, loss runs and answer underwriting questions, selecting renewal markets and rating, prepare proposal and binding

Collects and analyzes client information through endorsement requests and general coverage questions while regularly interacting with clients in a professional and timely manner

Assists the producers for new and existing clients as needed

Collaboratively conducts marketing including all steps from preparing a submission to proposing and binding coverage as needed with fellow Account Managers

Prepares processed policies as needed prior to releasing to the client

Prepares certificates of insurance with special wording and looks for unusual wording

Assist in negotiating products and pricing on behalf of the company and clients

Coordinates Open Enrollment for clients

Assists the producers with new business marketing – preparing applications, submit to markets or rate, prepare proposals and binding

Participates in marketing and sales meetings

Invoices - all new and renewal business and endorsements; Prepares finance agreements

Prepares binders and master certificate for renewals and new business

Checks policies and endorsements for accuracy before delivery

Prepares and retains existing book of business

Prepares and processes renewals, new policies, and policy changes

Handles questions, research and resolve problems

Prepares account reconciliations for receivables management

Prepares, maintains, and verifies client billings/invoices

Education & Experience:

High school diploma or equivalent

State required insurance license (2-15 or 2-40) or willingness to obtain

Some college helpful

3+ years of insurance agency or benefits carrier experience

Why settle for less, come work for the best

As a Foundation Risk Partners Company, Acentria Insurance was named Best Agency to Work For (Insurance Journal) and Insurance Industry Employer of Choice for four straight years Our goal is to provide an environment that fosters both personal and professional growth - while creating a workplace that feels like home.

#J-18808-Ljbffr



  • Orlando, United States Entertainment Benefits Group Full time

    EBG is an e-commerce solutions provider specializing in travel and entertainment, and also offering retail products and services, voluntary benefits and insurance. EBG powers a robust portfolio of technology solutions and operates a network of employer and membership-based platforms reaching a captive audience, providing leading brands with incremental...


  • Orlando, United States USI Insurance Services, Inc. Full time

    Manages Employee Benefits insurance accounts and services as their day-to-day contact. - - This position offers a hybrid opportunity with two days per week in our Orlando office. Major Responsibilities: - Manage a book of business comprised of fully Account Manager, Benefits, Manager, Employee, Brokerage, Insurance, Accounting


  • Orlando, United States Criterion Executive Search Full time

    Job DescriptionJob DescriptionExciting Opportunity at a Well-Established Regional Independent Insurance AgencyJoin our dynamic team as a Benefits Manager/Director in our Employee Benefits Department. In this leadership role, you will oversee the Employee Benefits team and manage key clients, ensuring the seamless operation of service staff, workflow, and...


  • Orlando, United States Entertainment Benefits Group Full time

    Company Description EBG is an e-commerce solutions provider specializing in travel and entertainment, and also offering retail products and services, voluntary benefits and insurance. EBG powers a robust portfolio of technology solutions and operates a network of employer and membership-based platforms reaching a captive audience, providing leading brands...

  • Account Manager

    4 days ago


    Orlando, United States OneDigital Full time

    Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling...


  • Orlando, United States Vista Equity Partners Full time

    PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, and Bengaluru. The Manager of Benefits and Wellbeing is a highly visible role that playsan important role in the growth of our business and employee experience. The ideal candidate has worked in a global, mature, startup-like environment,...

  • Manager, Accounting

    2 weeks ago


    Orlando, United States NBCUniversal Full time

    Job DescriptionJob DescriptionCompany DescriptionWe create world-class content, which we distribute across our portfolio of film, television, and streaming, and bring to life through our theme parks and consumer experiences. We own and operate leading entertainment and news brands, including NBC, NBC News, MSNBC, CNBC, NBC Sports, Telemundo, NBC Local...


  • Orlando, United States Merlin Entertainments Full time

    What you'll bring to the team: Working at Merlin isn't just another job it's an opportunity to be part of something extraordinary. With attractions spanning the globe, from thrilling rollercoasters to lifelike wax figures, we don't deal in corporate suits, formal handshakes, or mundane briefcases. We deal in fun. In laughter, screams of delight, and...

  • Accounting Manager

    2 weeks ago


    Orlando, United States Creative Financial Staffing Full time

    JOB DESCRIPTION: 100% Remote Accounting Manager Well-respected distribution company located is seeking an Accounting Manager. This position is open to due growth and will report directly to the VP of Finance, who we placed. Opportunity to work with a great leader and fast-track career progression to Controller. Why Take the Accounting Manager Role: Great...

  • Account Manager

    1 week ago


    Orlando, United States United Land Services Defunct Full time

    United Land Services has Account Manager - Lawn Maintenance positions available for dedicated, experienced, and dependable team members. You'll united Land Services has Account Manager positions available for dedicated, friendly, and motivated team members. You'll why us? We know that there are many other landscaping opportunities. And whether or not...

  • Account Manager II

    1 week ago


    Orlando, United States StarkTech LLC Defunct Full time

    Advance your career with the Stark Tech team. We'll shape your future together!Stark Tech is a total optimization provider of facilities and energy solutions. Stark Tech leads the market in providing cutting-edge facilities and energy solutions. We integrate systems, offer energy-efficient equipment and services, and provide building analytics to help...

  • Account Manager

    1 week ago


    Orlando, United States LandCare Full time

    THE POSTION LandCare is looking for an Account Manager to join our team. This position is a high impact role, working closely with the Branch Manager, Production Manager, and production teams to create and maintain meaningful relationships with each of our clients. This person will manage existing client relationships, new customer development, and new...

  • Account Manager

    1 week ago


    Orlando, United States Your Oasis Full time

    Job DescriptionJob DescriptionYour Oasis is looking for a Account Manager to be responsible for generating leads and meeting sales goals. Duties will include sales presentations and product demonstrations, as well as negotiating contracts with potential clients.This position is for an OUTSIDE SALES environment. Sales experience in the Lawn Care and Pest...


  • Orlando, Florida, United States FirstService Residential Full time

    Job Overview:Responsible for the management and oversight of on-site accountants and their corresponding deliverables for an assigned book of business. This would include but not limited to oversight of the daily cash monitoring, sales reporting; oversight of inventory procedures, delivery of all necessary month end reports to the general ledger team, team's...


  • Orlando, United States FirstService Residential Full time

    Job Overview: Responsible for the management and oversight of on-site accountants and their corresponding deliverables for an assigned book of business. This would include but not limited to oversight of the daily cash monitoring, sales reporting; oversight of inventory procedures, delivery of all necessary month end reports to the general ledger team,...


  • Orlando, United States Criterion Executive Search Full time

    Job DescriptionJob DescriptionOur client, a top national broker, is actively seeking a strong Sr. Benefits Account Executive to coordinate and manage client activities at a senior level for a group of prestigious clients. Responsibilities will include assisting Producers with new business and developing some on your own, conducting presentations, handling...

  • Staff Accountant

    3 weeks ago


    Orlando, United States Berman Full time $50,000 - $65,000

    Job Title: Staff Accountant Position: Full-time Supervisor: Real Estate Accounting ManagerFLSA Status: Salary, Exempt Pay Range: $50,000 to $65,000 Benefits: 401(k) with employer match. Paid time off. Dental insurance. Health insurance. Vision insurance. Life insurance. Employee Assistance Program.  Key Responsibilities: Maintaining financial...


  • Orlando, United States BELFOR Holdings Full time

    BELFORRESTORING MORE THAN PROPERTY Flooding. Fires. Windstorms. Hundreds of thousands of clients rely on BELFOR Property Restoration each year to rebuild their lives, homes, and businesses. We're Restoring More Than Property. With BELFOR specialists in every major metropolitan area in the USA ready to respond 24/7/365, we provide the fastest, highest quality...


  • Orlando, United States Happy Floors Full time

    Description Accounting Supervisor About Us Founded in 1987, Happy Floors is one of the nation’s leading importer and distributor of premium ceramic flooring products and accessories. Headquartered in Miami, Florida, Happy Floors serves retail clients across the continental US. Job Summary: The Accounting Supervisor reports directly to the Assistant...


  • Orlando, United States Travel + Leisure Full time

    We Put the World on Vacation At Travel + Leisure Co., our mission is simple: to put the world on vacation. With a focus on vacation ownership, travel memberships, and exchange programs, we're shaping the future of leisure travel by creating new possibilities for vacationers. Innovation and growth keep our work interesting and fun. Every day is a chance to...