Financial Representative at Northwestern Mutual helping clients achieve financial goals through personalized insurance solutions and financial planning. Engaging clients, developing plans, and providing ongoing support for financial success.
RC
Hybrid Employee Benefits Account Manager, Account Executive
Posted 4 months ago
About the role
- Employee Benefits Account Manager focusing on client relationships and insurance coverage renewals. Collaborating with internal teams to drive client success and ensure high-quality service.
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 and possess an acceptable driving record and insurance coverage.
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Flexible work arrangements
- Professional development
Job title
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Experience level
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Degree requirement
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