Senior Employee Benefits Account Manager

Responsibilities

• Responsible for day to day management of assigned book of business
• Works closely and collaboratively with internal service team, Benefits Consultants, and/or Client Executives
• Manages and maintains assigned book of business
• Serves in an advisory capacity for clients
• Delegates work assignments to internal service team members
• Manages day to day client issues
• Conducts needs analysis and strategy calls
• Conducts enrollment meetings as needed
• Conducts regular face-to-face meetings with clients
• Advises clients in reducing costs while offering competitive benefits options
• Assists clients with 5500 form filings, as applicable
• Assists in growing the book of business through cross-sale opportunities when available
• Builds relationships with clients through proactive communications
• Communicates and educates clients on latest trends, concerns and changes in the industry
• Effectively and efficiently manages complex accounts and high-level service deliverables
• Provides leadership within the extended service team

Requirements

• 5+ years’ experience in account management or in a consultative role
• Prior experience in broker agency or benefit administration firm
• Current Life and Health license
• Thorough knowledge of health and ancillary products
• Working knowledge of all Microsoft Office products
• Familiarity and practical knowledge of quoting process and tools
• Bachelor’s Degree preferred
• Experience with database applications is a plus

Core Competencies

Demonstrates expertise in account management and client advisory services, with a strong focus on health and ancillary products. Proven ability to build client relationships, manage complex accounts, and lead internal service teams effectively.

Hard Skills

• Needs Analysis
• Enrollment Meetings
• 5500 Form Filings
• Quoting Process
• Database Applications

Soft Skills

• Proactive Communication
• Relationship Building
• Leadership

Certifications & Qualifications

• Life and Health License

Tools & Technologies

• Microsoft Office