What are the responsibilities and job description for the Account Manager position at McCarty Insurance Inc.?
About Us: McCarty Insurance is a leading employee benefit broker dedicated to providing comprehensive and innovative benefit solutions to small businesses. We are committed to delivering exceptional service and building long-lasting relationships with our clients. Our team members work in a hybrid environment spending at least 2 days per week in the office.
Job Description: As an Account Manager, you will be responsible for managing a portfolio of business clients and serving as the primary point of contact for their employee benefits needs. You will work closely with clients to understand their unique requirements, provide expert guidance on benefit options, and ensure the successful implementation and ongoing management of their benefit programs.
Responsibilities:
· Serve as the main point of contact for a portfolio of business clients.
· Conduct annual benefit reviews and strategic planning sessions with clients.
· Provide expert guidance on benefit plan design, compliance, and cost-containment strategies.
· Collaborate with internal teams to ensure timely and accurate implementation of benefit programs.
· Resolve client inquiries and issues in a timely and professional manner.
· Stay current on industry trends, regulations, and best practices.
Qualifications:
· Health and Life Insurance Licensed.
· Minimum of 2 years of experience in employee benefits, insurance, or related field.
· Strong understanding of small and large group benefit plans and regulations.
· Excellent communication, presentation, and customer service skills.
· Detail-oriented with the ability to manage multiple priorities.
· Proficient in Microsoft Office Suite and CRM software.