Account Manager (Employee Benefits)

Join our team, where you will have the opportunity to learn, grow and make a positive impact!

The Account Manager (Employee Benefits) coordinates the placement and service of employee benefits for our clients. This position is client-facing and leverages knowledge of insurance services, employee benefits, plan design, and HR administrative functions.

Responsibilities

• Collaborate with team to onboard new business and complete renewal processes, following workflow procedures and best practices

• Maintain client files and clear documentation in agency management systems, including policy information, attachments, activities, and correspondence

• Work with internal departments to execute service strategy for each client

• Assist in spreadsheet and compare carrier proposals, RFP process, program summaries, and options designed to guide clients through insurance program decision process

• Create and execute Open Enrollment and New Hire presentations

• Stay up to date on vendor/carrier plans and programs, industry trends, etc.

• Appropriately and professionally respond to client inquiries via multiple channels of communication (phone, email and occasional in-person meetings)

• Provide excellent customer service and support for internal and external clients

• Develop and maintain collaborative and positive working relationships with colleagues and insurance carriers.

Qualifications

• Knowledge of insurance industry and medical, dental, vision, ancillary benefits

• Moderate to advanced Excel knowledge is preferred

• HRIS system experience is a plus

• Excellent communication & relationship building skills

• Strong attention to detail and organization skills

• Ability to multi-task and problem-solve