Account Manager – Employee Benefits

A culture of empowerment and encouragement. Growth. A deep meaningful responsibility to helping clients navigate the unknown. Want it? We've got it!

At CAI Insurance, we believe that today is an opportunity to help our customers prepare for life's unexpected events. It's what we do, we're proud of it, and we want you to be part of it!

We are currently looking for an Employee Benefits Account Manager. This is an exceptional opportunity if you’re a driven individual looking to continue to grow in your career. We are only satisfied when delivering the best, and we achieve that by investing in our employee’s professional development. With our support, you will have the tools you need to become a leading contributor to the agency’s, and our clients', overall success!

CAI Insurance offers workplace flexibility with an opportunity to work from home (hybrid). We offer competitive base compensation with an opportunity to earn additional compensation through commissions and year end bonusing. Benefits include paid time off, paid holidays, multiple medical options, employer contributions to health savings accounts, dental, vision, employer paid life, employer paid disability, other workplace voluntary plans, and employer contributions to multiple retirement plans. Waiting periods apply.

As an Account Manager, you will work closely with producers, clients, carriers and other internal team members in order to manage the servicing, marketing, growth and retention of an assigned book of business.

Book of Business Responsibilities

• Manage a complex book of business that consists of various funding methods
• Develop and maintain relationships with clients, carriers and internal team
• Analyze, market and recommend client employee benefit coverages
• Evaluate and negotiate carrier and vendor quotes and contracts
• Promote growth of existing book through account rounding
• Create renewal proposals and presentation materials
• Educate and advise clients by conducting mid-year, renewal and employee open enrollment meetings
• Manage benefit implementations and open enrollment processes
• Maintain a broad knowledge base of carrier and vendor underwriting and product guidelines
• Stay abreast of current market conditions and industry compliance issues
• Provide elevated claims, eligibility, billing and other benefit service
• Manage client files and ensure proper documentation
• Other duties, as needed

Qualification

• Exercise sound judgement and work independently with a high degree of accuracy
• Communicate and work effectively and respectfully with clients, producers and other staff members
• Organize, prioritize and keep multiple projects moving at the same time, seeing all through to completion

Requirements

• Health and Life License, or ability to obtain within 60 days of hire
• 5 Years of Relevant Experience 
• CEBS Preferred