Employee Benefits Account Manager

About Us:


We are a growing independent insurance agency seeking an Employee Benefits Account Manager with a minimum of 3 years experience. This position is responsible for servicing and maintaining all existing/renewal group benefit plan clients. We’re looking for a highly professional customer service attitude and a strong desire to develop and maintain healthy client relationships. Strong organizational skills and attention to detail are a must.


Job 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.

Job Requirements

  • Minimum of 3 years Employee Benefits (group health) experience

  • Extensive knowledge of group medical, dental, vision, disability, life plans benefit plans; familiarity with current employee benefits laws, both state and federal

  • Proficiency in MS Office, including but not limited to: Word, Excel, Outlook

  • An active Health and Life license

  • Strong communication, writing, organization, and presentation skills

  • Ability/desire to learn, and initiative to advance

  • Professional appearance

  • Strong customer service skills and experience

  • Ability to work both independently (a self-starter) and within a collaborative team environment

Job Benefits:

  • Competitive Pay

  • Robust benefits package including health insurance, life insurance, 401k with 4% match, PTO, dental insurance, vision insurance, etc.

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