About the role

  • Employee Benefits Account Manager responsible for managing employee benefits accounts and serving as a client contact. Providing guidance on benefit offerings and ensuring compliance with regulations.

Responsibilities

  • Ensures all aspects of quoting, proposal preparation and enrollment process are completed timely and accurately.
  • Able to develop and maintain a great working relationship with clients and insurance companies while servicing all aspects of the accounts during the year.
  • Presents the renewal proposal to the client; coordinates all aspects of open and ongoing enrollment including paperwork, online enrollment portal, and conducting open enrollment meetings for clients’ employees as needed (may include public speaking).
  • Provides ongoing customer service to employer, employees and covered dependents’, including assistance with enrollment, coverages, claims, and any other issues that may arise.

Requirements

  • Strong account management and client relationship skills
  • Expertise in benefits administration, compliance, and industry best practices
  • Effective communication and interpersonal skills to liaise with clients and team members
  • Excellent organizational, multitasking, and problem-solving abilities
  • Familiarity with benefit systems and proficiency in relevant software applications
  • Market new and renewal business accounts
  • Use excel software to prepare exhibits
  • Attend open enrollment meetings and prepare video recorded benefit offerings
  • Prepare presentations for advisor's appointments with clients
  • Proven ability to work independently while meeting deadlines in a remote environment
  • Experience in employee benefits is a MUST

Job title

Employee Benefits Account Manager

Job type

Experience level

Mid levelSenior

Salary

$75,000 - $80,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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