Employee Benefits Executive Account Manager

Sullivan Curtis Monroe Insurance Svs • Irvine, CA

18d • Hybrid

About The Position

Employee Benefits Executive Account Managers serve in a hybrid role, combining the responsibilities of an Account Manager and an Account Executive for their assigned clients. They partner with Producers to cultivate new relationships and strengthen existing client partnerships. Their responsibilities include developing, implementing, and maintaining comprehensive employee benefits programs, ensuring exceptional client service, and providing strategic guidance on plan design, compliance, and renewal management.

Requirements

• Bachelor's degree in business, human resources, healthcare administration, or other related fields is preferred.
• A minimum of 7 years of relevant experience in the insurance industry, with a focus on employee benefits account management.
• Hold current and valid California Life/Health insurance license.
• Hold at least one professional designation, such as CEBS, GBA, REBC or other relevant programs or the ability and willingness to attain designation within 18 months.
• In-depth understanding of employee benefits insurance products, coverages, and policies.
• Excellent communication and customer service skills, with the ability to build and maintain strong client relationships.
• Strong analytical and problem-solving skills to conduct risk assessments, analyze coverage needs, and propose suitable solutions.
• Ability to manage multiple client accounts simultaneously, ensuring accurate and timely policy processing and documentation.
• Demonstrate ability to work collaboratively with colleagues and underwriters to achieve departmental and company goals.
• Proficiency with the Microsoft Office Suite.
• Proficiency in orchestrating and hosting virtual meetings using platforms like Teams and Zoom, encompassing the capability to share screens and deliver presentations (e.g., PowerPoint, Proposals, etc.).

Nice To Haves

• Prior experience with AMS 360 and Image Right preferred.

Responsibilities

• Provide crucial support to Employee Benefits Sales Executives in nurturing and maintaining client relationships, both new and existing.
• Collaborate with Sales Executives to understand client needs and deliver comprehensive employee benefits solutions aligned with their business objectives.
• Deliver exceptional customer service in a fast-paced environment, ensuring high levels of client satisfaction and retention.
• In partnership with the service team, ensure the accurate and timely processing of renewals, enrollments, terminations, plan changes, and other administrative tasks related to assigned accounts.
• Take charge of annual renewals, including marketing, analyzing plan options, negotiating rates and terms with carriers, and recommending plan design adjustments as appropriate.
• Prepare and present benefits proposals, renewal analyses, and open enrollment materials to clients.
• Identify opportunities for plan enhancements, cost savings, and additional coverages to support client goals and strengthen relationships.
• Collaborate with Sales Executives to identify and pursue new business opportunities, participating in client meetings, finalist presentations, and marketing efforts as needed.
• Stay current on employee benefits laws, compliance requirements (ACA, ERISA, COBRA, HIPAA, etc.), and industry trends to provide informed guidance to clients and colleagues.
• Maintain organized and accurate client records, documentation, and communication within the Agency Management System.
• Respond promptly and professionally to client inquiries, issues, and service requests, ensuring timely resolution and clear communication.
• Engage in ongoing training and professional development to maintain expertise in employee benefits products, technology platforms, and compliance regulations.
• Comply with company policies, procedures, and regulatory requirements to uphold operational standards and maintain ethical business practices.
• All other duties as assigned.

Benefits

• Consistently adhere to high professional standards, exemplifying the company's mission and core values in all daily activities.
• Maintain strict confidentiality regarding all information concerning clients, carriers, and other sensitive company related information.
• Exhibit leadership qualities and set a positive example for others, inspiring team members to excel and fostering a culture of continuous improvement.
• Demonstrate outstanding customer service skills both internally and externally through effective communication, respect, and integrity in all interactions.
• Demonstrate a proactive commitment to personal and professional development by actively seeking out and engaging in various learning opportunities. This includes participating in relevant training programs, attending workshops, seminars, and webinars, and regularly reading articles in industry publications to stay updated with the latest trends and best practices.
• Display a positive and respectful attitude while working collaboratively with colleagues, actively contributing as a team member to achieve departmental and companywide objectives.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level