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Employee Benefits Account Manager

2 months ago

LuthervilleTimonium, Maryland, United States Heller Kowitz Insurance Advisors Full time
About Us

Heller Kowitz Insurance Advisors is a boutique insurance agency offering custom solutions for residents and businesses in the mid-Atlantic region.

We're a team of experts dedicated to providing tailored benefits plans that meet our clients' needs.

Job Summary

The Benefits Producer is responsible for developing new business by selling employee benefits programs, including health, dental, life, disability, and retirement plans.

This role involves building strong client relationships, understanding client needs, and customizing benefit solutions to fit their workforce.

Key Responsibilities
  • Manage a portfolio of employee benefits accounts, providing top-tier client service
  • Serve as the main point of contact for clients, handling inquiries, issues, and renewals
  • Facilitate benefit plan renewals and assist in analyzing and optimizing programs
  • Conduct open enrollment meetings and provide education on benefit options
  • Troubleshoot claims and service issues, coordinating with carriers for resolution
  • Prepare reports on benefit utilization and claims trends for client decision-making
  • Stay current on industry trends and regulatory changes to offer proactive advice
  • Maintain accurate client records and track benefit details and communications
Requirements
  • 5-7 years of experience in employee benefits sales, with a proven track record of success
  • Deep understanding of employee benefit plans, including health, dental, life, disability, and retirement benefits
  • Strong communication and consultative selling skills
  • Ability to analyze client needs and customize solutions that align with their business objectives
  • Proficient in Microsoft Outlook, Word, and Excel, and familiar with benefits administration software
  • College degree or equivalent business experience; insurance certifications such as CIC or CPCU preferred
What We Offer
  • Salary Range: [Insert Salary Range]
  • Health Benefits (Medical, Dental, Vision)
  • 401k with company match
  • 2 weeks PTO (vacation) + unlimited sick/personal time; 3 weeks vacation after 5 years