Benefits Account Manager
Core
Primary day-to-day contact for service needs, managing team operations, client coordination, and insurance processing for external and internal customers.
Role type
Senior Account Manager (Insurance/Benefits)
Builds
Client service delivery, renewal processes, and proposal deliverables for insurance and benefits solutions.
Domain
Insurance and benefits (health, life, self-funded plans)
Deliverable
client delivery
Required skills
Insurance license (Health & Life), Self-funded plan experience, Microsoft Office (Word, PowerPoint, Excel), Client service coordination, Team coaching, Renewal process management, Quote review and negotiation
Preferred skills
Professional designation pursuit, Bachelor's degree in Business
Technologies
Microsoft Office Suite
Responsibilities
Manage team operations and coordinate with Account Associates; Coach and assist team members on client services; Troubleshoot client issues and support decision-making; Manage new business and renewal processes; Review quotes for accuracy and negotiate coverage/price with underwriters; Ensure accurate file documentation to minimize E&O exposure.
Seniority
Senior, hands-on IC with team leadership