Employee Benefits Account Manager

The Employee Benefits Account Manager is responsible for the day-to-day management of their assigned book of business. The AM works closely and collaboratively with Producers to ensure service deliverables meet and exceed client expectations. The AM serves as the clients’ main point of contact for any benefit-related service needs.

  • Manages and maintains assigned book of business
  • Serves in an advisory capacity for clients
  • Works closely with Producers to manage the entire renewal process
  • Manages day-to-day client issues
  • Conducts needs analysis and strategy calls
  • Assists producers with enrollment meetings as needed
  • Advises clients in reducing costs while offering competitive benefits options
  • Assists in growing the book of business through cross-sale opportunities when available
  • Builds relationships with clients through proactive communications
  • Communicates and educates clients on the latest trends, concerns, and changes in the industry
  • Effectively and efficiently manages complex accounts and high-level service deliverables
  • Remains fully knowledgeable on compliance issues governed by legislation and regulations impacting employer-sponsored health and welfare plans such as HIPAA, ERISA, Tax Code SEC 125, PPACA and state-sponsored health insurance exchanges
  • Ensures accuracy of client data in CRM
  • Assists Producers with the on-boarding of new clients by working collaboratively to establish the implementation plan and timeline
  • Excellent communication (written, verbal, and listening) skills
  • Exceptional interpersonal skills and a client-centered approach
  • Must be able to proactively resolve problems
  • Experience and expertise in operating in an electronic environment; excellent automation skills; Outlook, Word, Excel, document management software, carrier proprietary systems, and phone systems
  • High degree of self-motivation, self-direction, and ability to work independently  
  • High School Diploma or General Education Degree (GED)
  • Current Life and Health License (preferred)
  • Prior experience in a broker agency or benefit administration firm (preferred)
  • Familiarity and practical knowledge of quoting process (preferred)