Employee Benefits Team Leader
Core
Leads a team of Account Managers to support producers in winning new business, manages a book of insurance, and provides expert guidance on risk evaluation and tailored solutions for clients.
Role type
Senior IC employee benefits and insurance broker team leader
Builds
Insurance policies and risk management solutions for businesses and individuals
Domain
Insurance and employee benefits
Deliverable
client delivery
Required skills
team leadership, proposal management, policy interpretation, client retention, new business development, claims troubleshooting, data accuracy, continuing education
Preferred skills
college degree, proficiency in Benefit Point and Monday.com, cross-selling identification
Technologies
Benefit Point, Monday.com, Microsoft Office Suite
Responsibilities
mentor and train Account Managers, manage a book of insurance business, provide professional service to clients and carriers, support producers in obtaining and expanding business, oversee transaction preparation and internal processing, analyze and compare insurance plans, act as liaison to resolve complex service issues, negotiate with underwriters, troubleshoot claims and billing issues, develop new business from existing accounts, conduct client meetings, document conversations and update computer systems
Seniority
Senior, hands-on IC with team leadership