Broker Account Manager; In-House — Hauppauge
Listed on 2026-01-12
-
Sales
Insurance Sales -
Insurance
Insurance Sales, Insurance Agent
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Job Description
We are seeking an experienced Benefits Professional (carrier, broker, or GA) to join our team as a Broker Account Manager at our Hauppauge, NY office.
Job Description
We are seeking an experienced Benefits Professional (carrier, broker, or GA) to join our team as a Broker Account Manager at our Hauppauge, NY office.
Responsibilities
- Focus will be on Employee Benefits Account Management but will have some selling opportunities, however sales is not a requirement of the position
- Conduct enrollment meetings, employee education sessions, and client renewal presentations
- Produce client ready RFP’s
- Resolve claim and billing issues
- Assist with the submission of individual and group applications
- Process enrollment, termination, and change requests with insurance carriers
- General problem solving of broker issues as they arise
- Working in the office is required
- Minimum 3+ years prior experience in the employee benefits or health insurance field
- Proficient in all aspects of employee benefit compliance (ERISA, ACA, etc.)
- Very familiar with the large group market (over 100 lives) and small group market (under 100 lives)
- Excellent verbal/written and organizational skills
- Works well in a face-paced, high volume environment
- Detail-oriented and highly organized with ability to reprioritize with minimal supervision
- Excellent problem-solving skills
- Computer proficiency (especially in Word, Excel, and PowerPoint)
- High degree of comfort with Excel including formulas, pivot tables, macros, etc.
- Bachelor’s Degree and/or equivalent related experience
- NY State Health, Life & Accident License preferred
$75,000 and up annually PLUS Commission Seniority level
- Seniority level
Mid-Senior level
- Employment type
Full-time
- Job function
Finance and Sales - Industries Insurance
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