Senior Employee Benefits Account Manager
Core
Senior Account Manager leading team operations, client coordination, and service delivery for insurance and benefits clients.
Role type
Senior IC account manager (insurance/benefits)
Builds
Client service delivery, renewal processes, and proposal deliverables for insurance clients
Domain
Insurance and employee benefits
Deliverable
client delivery
Required skills
Insurance processing, client services coordination, team coaching, renewal management, proposal creation, quote review, underwriter negotiation, file documentation
Preferred skills
Professional insurance designation, electronic environment proficiency
Technologies
Word, PowerPoint, Excel
Responsibilities
Manage team operations and coordinate client service delivery; Coach and assist Account Associates; Assist Producers with client service commitments; Ensure service standards and implement process improvements; Act as primary customer contact for troubleshooting; Manage new business and renewal processes; Create accurate proposals for client renewal meetings; Review quotes for accuracy and negotiate coverage/price with underwriters; Complete renewal bind processes and ensure accurate file documentation
Seniority
Senior, hands-on IC with team leadership