Senior Account Manager - Employee Benefits
Core
Senior Account Manager responsible for servicing large Employee Benefit accounts, managing account retention, and developing new business opportunities.
Role type
Senior Account Manager (Employee Benefits)
Builds
Insurance policies and tailored benefits solutions for corporate clients
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Account management, business analysis, relationship building, regulatory compliance, cross-selling, project management, data documentation, travel
Preferred skills
Industry knowledge, mentoring, leadership
Technologies
Microsoft Office Suite, PowerPoint, automated agency management systems
Responsibilities
Manage a book of insurance business with high autonomy; establish and maintain relationships with client decision-makers; analyze and compare insurance plans to determine suitability; act as liaison between clients and carriers to resolve complex service issues; develop new business from existing accounts; support producers in obtaining and expanding business; oversee transaction processing and paperwork; document client interactions and update internal systems.
Seniority
Senior, hands-on IC