Employee Benefits Account Manager
Core
Account Manager executing client service, managing proposals, analyzing risk, and negotiating insurance coverage terms for organizations.
Role type
Account Manager (Insurance Brokerage)
Builds
Customized service strategies, proposals, and coverage solutions for client insurance programs.
Domain
Insurance brokerage / Employee benefits
Deliverable
client delivery
Required skills
Client relationship management, risk analysis, proposal creation, negotiation, insurance knowledge, data integrity, workflow execution
Preferred skills
Professional insurance designations (CPCU, ARM, CEBS), agency management systems proficiency, Microsoft Office Suite
Responsibilities
Plan and execute customized service strategies, manage proposal creation and coverage options, negotiate premiums and terms with underwriters, maintain client files and data accuracy, mentor Client Service Representatives, collaborate with internal teams and carriers.
Seniority
Mid-level, 2+ years experience