Broker Account Manager

Overview

Broker Account Manager – Seeking a dedicated and detail-oriented professional to join a team. This role involves managing a high-volume book of business, providing exceptional service to clients, and supporting the administration of group benefits, including medical, dental, and vision plans. The ideal candidate will possess strong problem-solving skills, the ability to pivot quickly, and a commitment to delivering outstanding client experiences.

This is a full-time, in-office position with opportunities for career growth and development.

• Base Salary: $50,000 - $70,000 annually + commission opportunities
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

• Manage a high-volume book of business, primarily small group life, health, and dental accounts
• Handle service work, including change requests for carriers, claims/billing issues, and enrollments
• Act as the primary point of contact for clients, explaining benefits and conducting open enrollment meetings as needed
• Assist with new applications and provide support for quoting new/renewal business
• Address client needs promptly and professionally, ensuring a high level of satisfaction
• Utilize software tools such as Image right, Benefit point, Ease Navigator, and Excel to manage accounts effectively

• Experience:
  
  Minimum of 3 years of experience in a similar role preferred, but candidates with less experience will be considered
• Licenses/Certifications:
  
  Life & Health (L&H) license preferred; training will be provided if needed
• Technical
  
  Skills:
  
  Proficiency in Excel and familiarity with RFPs, self-funded medical plans, and ancillary benefits
• Soft Skills:
  
  Strong attention to detail, ability to multitask and pivot quickly, excellent problem-solving skills, and a proactive attitude
• Work Ethic: A commitment to completing tasks thoroughly and efficiently, with a focus on building a long-term career