Account Manager

Employee Benefit Account Manager / Senior Account Manager

Seeking a dedicated and experienced Employee Benefit Account Manager or Senior Account Manager (depending on experience) to join a team. This role involves managing a book of business consisting of 30 total groups, with account sizes averaging 50 groups and above. The ideal candidate will have a strong background in employee benefits, excellent client service skills, and the ability to develop and execute strategic plans for client accounts.

• Salary
  :
  Up to $110,000 (commensurate with experience)
• Licenses/Designations
  :
  Life & Health (L&H) license required

• Manage a book of business consisting of 30 groups, with an average group revenue of $20,000.
• Provide exceptional client service through three touchpoints per year with clients and producers.
• Develop and present strategic plans, renewal presentations, and proposals to clients.
• Handle day-to-day servicing of accounts, ensuring client satisfaction and retention.
• Collaborate with internal teams to ensure seamless execution of client strategies.
• Utilize internal systems, including Dynamix, to manage accounts effectively (training will be provided).

• 3 to 5 years of experience in employee benefits account management.
• Proven experience with strategy development, renewal presentations, and proposal preparation.
• Strong understanding of fully insured plans (90% of the book), with some experience in level-funding (10% of the book). No self-funding experience required.
• Active Life & Health (L&H) license preferred.
• Excellent communication, organizational, and interpersonal skills.
• Ability to work effectively in a hybrid work environment.
• Proficiency in using account management systems (training on internal systems will be provided).