Employee Benefits Account Manager
Core
Manage a designated book of business in the employee benefits sector, serving as the primary point of contact for clients to address inquiries, provide product guidance, and resolve concerns.
Role type
Account Manager (Employee Benefits)
Builds
Client relationships and retention within the employee benefits insurance sector
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Employee benefits insurance expertise, MS Excel, MS Word, MS Outlook, customer service, verbal and written communication, contract management, market analysis, proposal preparation, renewal processing, carrier submissions, open enrollment management, eligibility management, billing issue resolution, ID card support, mentorship
Preferred skills
Entrepreneurial spirit, self-starter attitude, industry knowledge development
Technologies
MS Excel, MS Word, MS Outlook
Responsibilities
Act as the main point of contact for clients addressing inquiries and concerns; Foster collaboration with internal and external stakeholders; Prioritize and manage day-to-day workload using agency procedures; Prepare market analyses and proposals, process renewals, and handle carrier submissions; Handle intermediate-level inquiries regarding plan types and coverage forms; Assist employers with open enrollments and conduct on-site presentations; Provide guidance and mentorship to Customer Service Representatives
Seniority
Mid-level, hands-on IC