Senior Employee Benefits Account Manager

We are looking for a proactive and customer-focused, experienced Senior Employee Benefits Account Manager to serve as the primary point of contact for our large group clients. This position is responsible for supporting the sales team with the evaluation and management of employee benefits accounts and providing quality service to our clients. The Senior Employee Benefits Account Manager position requires a combination of strategic thinking, excellent communication skills, and a passion for delivering exceptional service.

This position provides a fantastic opportunity for growth and the ability to impact the direction of the company through changes in processes and procedures, efficiencies, and strategic initiatives.

• Develop and maintain strong relationships with clients through advising and responding to all correspondence in a quick and accurate manner
• Includes answering questions regarding all lines of coverage, and assisting with plan and/or carrier changes, claims, and billing
• Collaborate with Risk Advisors to determine and meet client goals
• Support Risk Advisors by exercising independent judgment and discretion to:
• Analyze markets for competitive pricing and develop insurance solutions for current clients
• Analyze and offer guidance on alternatives and strategies
• Analyze quotes from carriers for accuracy
• Review policy contracts to be certain information and coverages are accurate
• Evaluate and prepare renewal comparisons and policy proposals
• Present, communicate, and educate clients on policy changes as needed
• Resolve inquiries on service problems to ensure client satisfaction
• Coordinate external (e.g. carriers) and internal (e.g. agency software systems) implementations of new groups as necessary
• Market new or renewal business when necessary
• Review and analyze client claims data for determining future plan design and pricing for both fully insured and self-funded plans
• Schedule and participate in client meetings as necessary
• Study trends and advancements in the employee benefits field, as well as changes to the regulatory climate for businesses and the insurance industry overall to keep knowledge current and plan strategically
• Develop and maintain positive and effective relationships with partner insurance carriers
• Promote value-added services available through North Risk Partners (i.e., professional counseling, webinars/seminars, communications, tools, and more)
• Refer business across all departments (i.e. property and casualty, and personal lines)
• Enter activity and other relevant information accurately into the company's software system(s) in accordance with company procedures
• Follow all federal and state regulations, and best practices for avoiding errors and omissions
• Continue professional development; obtain and maintain licensing and designations

• A combination of education and experience generally attained through a high school degree, bachelor’s degree, and a great deal of insurance experience in employee benefits service
• Strong experience with working with large groups
• Active life & health insurance license
• Excellent oral and written communication skills
• Strong attention to detail with excellent organizational skills, demonstrating ability to prioritize tasks effectively
• Self-starter who takes initiative to identify problems and lead by example
• Ability to work in a fast-paced environment
• Knowledge of AMS
  360 and Image Right are a plus, but not required
• Proficiency in CRM software and Microsoft Office suite

• A role model for Broad Street Partners’ core values, mission, and desired culture
• Demonstrate enthusiasm and a positive attitude
• Professionally and positively represent Broad Street Partners to all coworkers, clients, and external stakeholders
• A team player who collaborates and works well with his/her coworkers
• A professional who demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other coworkers within Broad Street Partners

• Perform under normal office conditions; may include lifting/carrying objects weighing up to 25 pounds
• Twist, bend, stoop, kneel, squat, stand, walk, and reach frequently
• Hear,…