As an Account Manager - Employee Benefits, you will coordinate the placement and service of employee benefits for clients. This position is client-facing and requires knowledge of benefits insurance services, HR administrative functions, and plan design.

Responsibilities:

• Work with producers and staff to onboard new business and complete renewal processes
• Maintain complete client files with clear documentation of account detail in agency management systems, including policy information, activities, correspondence, and attachments
• Work with producers and other internal departments to develop and carry out service strategy for each client
• Assist in RFP process
• Compare carrier proposals and provide a summary of programs and options designed to guide clients through making decisions about insurance programs
• Create and deliver Open Enrollment and New Hire presentations
• Remain current on carrier plans and programs, legislation, and industry trends
• Follow client service workflows, engage internal resources, and escalate as necessary
• Respond to client inquiries via multiple channels of communication such as phone, email, and in-person meetings
• Provide exemplary service and support for internal and external clients (including claims, billing, enrollment, and benefit inquiries)
• Develop and maintain positive relationships by collaborating with coworkers and insurance carriers

Qualifications:

• 3-5 years of experience in employee benefits, insurance industry
• Experience in a client facing role, sales or account management
• Knowledge of medical, dental, vision, and ancillary benefits
• Microsoft Office experience required (Excel, Word, PowerPoint)
• HRIS system familiarity is a plus
• Strong communication & organization skills
• Detail-oriented and have a sense of urgency