Sr. Benefits Acct Manager

Job Duties & Responsibilities:

• Manage multiple accounts, ensuring that a high level of customer retention and satisfaction is maintained.
• Engage with multiple customers on a daily basis by reaching out to new clients, and by developing campaigns for maintaining customer loyalty.
• Implement strategies for retaining customers requesting to terminate or downgrade their account.
• Manage the end-to-end renewal process for assigned clients in partnership with the Benefits team.
• Marketing, analysis, and presentation for small group renewals.
• Record changes to customer accounts, updating service packages, adding accounts, and removing accounts as needed.
• Evaluate client challenges and deliver effective timely solutions that align with client goals and expectations.
• Understands employee benefits, including plan designs, available riders, cross-selling opportunities, legislation, compliance, emerging trends and stays proactive through self-educating.
• Participate in sales opportunities and promote the agency through networking, referrals, and client interactions.
• Contribute to team collaboration by offering support, sharing knowledge, and promoting a positive and productive environment.
• Attend and engage in external training sessions, carrier forums, compliance workshops, and vendor meetings to maintain knowledge and professional credentials.
• Use systems such as Epic, Zywave, JellyVision, and various HRIS platforms to support account management efficiently.

Qualifications:

• Previous insurance experience (Benefits).
• Bachelor's degree preferred.
• Professional designation preferred.
• EPIC/Applied experience preferred.
• Deadline and detail oriented with ability to manage multiple projects and deadlines.
• Excellent written, verbal communication, and presentation skills.
• Knowledge of Microsoft Office Products, Epic, Zywave, JellyVision, and other HRIS systems.
• Internet navigation and research; strong analytical and problem-solving skills.

Experience:

• Account Management: 5 years (Preferred)
• Benefits: 5 years (Preferred)

License:

• Valid Maryland Life, Accident, and Health Insurance License (Required)

Who We Are

• A multi-generational, independent insurance agency, founded in 1969.
• We advise others how to best reduce uncertainty.
• We are laser focused on creating an environment where our people can become the best versions of themselves. We look for people who live our core values, knowing that they will create enduring impact to others in their chosen roles.
• Our purpose is to protect what matters and to serve. We do so with client friendly tools, technology, and our client-first service approach.

Our Core Values

• Teamwork-We value selflessness. We put team before me.
• Integrity-We believe there should be a 1:1 relationship between promises made and promises kept - this is the foundation of personal integrity. When we keep our personal integrity intact, we know the corporate integrity is in great shape.
• Pursuit of Excellence-We believe in creating a WOW factor for our clients. Good service is hard to find, so excellence is a point of distinction. It's hard enough to get what you expect, so we look to deliver a bit more, especially proactively.
• Positive Attitude-A little energy goes a long way. We believe in expressing our positivity through gratitude. In fact, we think BIG - Begin in Gratitude. We are not only thankful for our blessings, but we are also thankful for our challenges. Without them, we would have little opportunity to shine.
• Serving Spirit-We are at our best when we are in service to others. It is very easy to make a promise - what is important is to keep the ones we make. When the phone rings or an e-mail is received, we know that at that moment, our clients have a priority issue and expect a prompt response.
• Empathy-We look at the world through the perspective of another, we can understand and connect at a deeper, more valuable level.

Why Join Diversified Insurance?

• Be part of a company that values its team members and invests in their success.
• Work in a highly collaborative culture that supports professional growth.
• Engage with a dynamic team dedicated to delivering excellence.
• Enjoy a competitive salary, comprehensive benefits package, and career development opportunities.
• DII takes work-life balance seriously, so we offer paid time off, a 35-hour workweek, weekends off, and the ability to choose a hybrid work schedule following a review after the first 90 days.

Benefits:

• Health, Dental, Vision insurance
• Retirement plan
• Paid time off

If you are a proactive Senior Benefits Account Manager who thrives in a fast-paced environment and is passionate about both people and process, we would love to hear from you! Apply now to become a part of the Diversified Insurance team.

Diversified Insurance is an equal opportunity employer committed to creating an inclusive environment for all team members.