Client-facing role managing employee benefits and account retention at a major brokerage firm. Seeking experienced professionals with strong insurance knowledge to support clients and internal teams.
Responsibilities
Manage and retain a book of employee benefits business while identifying opportunities for growth
Build and maintain strong relationships with clients, carrier partners, and internal stakeholders
Lead renewal processes for health and life coverages, including plan modeling and cost analysis
Respond to client inquiries related to coverage, enrollment, claims, and policy changes
Educate clients and employees on benefits programs, regulatory requirements, and legislative updates
Prepare proposals, presentations, and stewardship reports
Support sales efforts and new client implementations
Document compliance and service activity in the agency management system
Requirements
Active Health, Accident, and Life Insurance Producer license
5–10+ years of employee benefits or account management experience
Strong knowledge of insurance products, contracts, and state regulations
Proficiency with Microsoft Office and agency management systems
Ability to travel as required with an acceptable driving record and insurance coverage.
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