Employee Benefits Account Manager
3 weeks ago
A culture of empowerment and encouragement drives our team at CAI Insurance Agency, Inc. We believe in growth and a deep sense of responsibility to help clients navigate the unknown.
We are currently seeking an Employee Benefits Account Manager to join our team. This is an exceptional opportunity for a driven individual looking to continue growing in their career. We invest in our employees' professional development, providing the tools needed to become a leading contributor to the agency's and our clients' overall success.
CAI Insurance Agency, Inc. offers a hybrid work environment with the flexibility to work from home. We provide competitive base compensation with opportunities to earn additional compensation through commissions and year-end bonuses. Our benefits package includes paid time off, paid holidays, multiple medical options, employer contributions to health savings accounts, dental, vision, employer-paid life, employer-paid disability, other workplace voluntary plans, and employer contributions to multiple retirement plans. Waiting periods apply.
Book of Business Responsibilities- Manage a complex book of business consisting of various funding methods.
- Develop and maintain relationships with clients, carriers, and internal team members.
- Analyze, market, and recommend client employee benefit coverages.
- Evaluate and negotiate carrier and vendor quotes and contracts.
- Promote growth of existing book through account rounding.
- Create renewal proposals and presentation materials.
- Educate and advise clients by conducting mid-year, renewal, and employee open enrollment meetings.
- Manage benefit implementations and open enrollment processes.
- Maintain a broad knowledge base of carrier and vendor underwriting and product guidelines.
- Stay abreast of current market conditions and industry compliance issues.
- Provide elevated claims, eligibility, billing, and other benefit services.
- Manage client files and ensure proper documentation.
- Other duties as needed.
- Exercise sound judgment and work independently with a high degree of accuracy.
- Communicate and work effectively and respectfully with clients, producers, and other staff members.
- Organize, prioritize, and keep multiple projects moving at the same time, seeing all through to completion.
- Health and Life License, or ability to obtain within 60 days of hire.
- 5+ Years of Relevant Experience.
- CEBS Preferred.
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