Account Manager

About the Role

Join this independent insurance brokerage to help deliver on their promise of personalized service. As a Employee Benefits Account Manager you’ll put the client’s needs first by engaging directly with them and with company underwriters on health plan benefits management, network selection, claims, and vendor management. You will walk accounts through the transition process after the point of sale. Once set up, you will manage and maintain the relationship.

• Provide account management support to producer team
• Maintain positive working relationships and clear communication with clients, carriers, underwriters, and vendors/partners
• Establish and manage timelines to complete tasks, monitor financials, and request health and welfare plan renewals in preparation for changes, final review, implementation, and enrollment
• Draft RFPs, client presentations, and communications
• Assist clients with meeting employee benefit-related compliance regulations (HIPAA, ERISA, ACA)

• Entrepreneurial mindset with ability to work autonomously
• Technically proficient in all aspects of ACA and healthcare reform
• Strong with numbers and general mathematical principles
• 3-5 years of experience with employee benefits, preferably in a retail agency setting
• State insurance license or ability to obtain it within three (3) months of hire

$80-90,000 + bonus + comprehensive benefits package + ability to work in a hybrid WFH environment

Tagged as: account coordinator, account manager, client service, customer service, employee benefits, health, life