Senior Employee Benefits Account Manager
Core
Senior Account Manager responsible for client service delivery, insurance processing, and team leadership for external and internal customers.
Role type
Senior IC Account Manager (Insurance/Benefits)
Builds
Client retention, accurate insurance proposals, and seamless renewal processes
Domain
Insurance and Employee Benefits
Deliverable
client delivery
Required skills
Insurance license (Health & Life), insurance processing, client coordination, team coaching, renewal management, quote review, underwriter negotiation, E&O compliance
Preferred skills
Professional designation pursuit, electronic environment proficiency, MS Office suite
Technologies
Word, PowerPoint, Excel
Responsibilities
Manage team operations and coach Account Associates; assist Producers with client service commitments; ensure service standards and implement process improvements; troubleshoot client issues and support decision-making; manage new business and renewal processes; review quotes for accuracy and negotiate coverage/price; complete renewal bind processes and documentation
Seniority
Senior, hands-on IC with team leadership