Employee Benefits Account Manager
Core
Manage small group client relationships for employee benefits, providing strategic consultation on insurance plan designs, compliance, and carrier selection.
Role type
Account Manager (Employee Benefits)
Builds
Client retention and growth through strategic engagement and digital service adoption
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Client relationship management, Strategic planning, Data-driven solutioning, Vendor/Carrier selection, Compliance knowledge, Cross-selling
Preferred skills
Applied EPIC software experience, Health and Life Insurance licensing, Multi-carrier remarketing
Technologies
Agency Management System, Customer engagement software, Applied EPIC
Responsibilities
Serve as primary point of contact for assigned book of business; Consult on insurance plan designs and compliance; Handle renewal negotiations and oversee vendor/carrier selections; Implement data-driven marketing campaigns to drive retention and growth; Coordinate with internal teams and third-party partners.
Seniority
Mid-level, hands-on IC