What are the responsibilities and job description for the Junior Account Manager position at Cundy Insurance?
Overview
Hiring: Junior Account Manager
Industry: Employee Benefits Consulting
Organization: Cundy, Inc
Hours: 8:30 – 5:30 Mon- Fri
Location: Fort Lauderdale, FL |
Benefits include
- Insurance – Medical, Dental, Vision, Disability, FSA, Life
- Paid Time off, Vacation and Sick
- Paid Holidays,
- Hybrid work schedule in office 3 days a week
- Some travel
- Opportunity to grow
About Us
We’re a locally owned, family-operated employee benefits consulting firm helping employers design and manage meaningful benefit programs. Our clients trust us for our personal service, integrity, and creative problem-solving — values we also extend to our team.
Position Overview
The Junior Account Manager manages a portfolio of employer clients, providing proactive service, strategic guidance, and expert support for health and welfare benefit programs. You’ll be the primary client contact, handling renewals, vendor relationships, compliance, and plan strategy while ensuring clients feel prioritized and supported.
Key Responsibilities
- Build and maintain strong client relationships.
- Lead renewals and strategy meetings with producers.
- Analyze claims data and develop plan recommendations.
- Manage vendors, carriers, and internal project timelines.
- Communicate clearly through reports and presentations.
- Collaborate with team members to deliver seamless service.
Qualifications
- Bachelor’s degree or equivalent experience.
- 5 years in employee benefits consulting or brokerage.
- Active 215 Life & Health License (or ability to obtain).
- Strong knowledge of plan design, funding, and compliance.
- Excellent communication, organization, and Excel skills.
- Self-starter who thrives in a collaborative, client-focused environment.
- CEBS, GBA, or RHU designation.
- Experience with self-funded or level-funded plans.
- Familiarity with HRIS or benefits administration platforms.
E-Verify:
Cundy, Inc participates in the federal government’s E-Verify program, which confirms employment authorization of all newly hired employees and most existing employees through an electronic database maintained by the Social Security Administration and Department of Homeland Security. For all new hires, the E-Verify process is completed in conjunction with the Form I-9 Employment Eligibility Verification on or before the first day of work. E-Verify is not used as a tool to pre-screen candidates. For up-to-date information on E-Verify, go to www.uscis.gov and click on 'E-Verify' located near the bottom of the page.