Insurance Account Manager

Job Summary

Seeking a dedicated and experienced Employee Benefits Account Manager to join a growing team. This role involves managing small group accounts (2-100 lives) and working closely with 2-3 producers to deliver exceptional service. The ideal candidate will have a strong background in employee benefits, particularly in handling fully insured medical, dental, vision, and voluntary benefits. This position will require in-office work for the first six months, transitioning to a hybrid schedule thereafter.

• Salary Range: $65,000 - $70,000 annually
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
• Work Arrangement:
  In-office for the first six months, then hybrid schedule

• Manage a book of business for small group accounts (2-100 lives) across all lines of employee benefits.
• Collaborate with producers to handle renewals, open enrollment, and marketing efforts.
• Quote and process renewal business, with a primary focus on renewals.
• Provide exceptional customer service to clients, ensuring their needs are met efficiently and effectively.
• Utilize Epic software to manage accounts and maintain accurate records.

• Active Life and Health License is required.
• Minimum of 3 years of experience managing small group accounts in the employee benefits sector.
• Proficiency in Epic software is preferred.
• Strong organizational and communication skills, with the ability to manage multiple tasks and deadlines.
• A proactive and client-focused approach to account management.