Employee Benefits Insurance Account Executive

The Jonus Group•Bristol, CT

About The Position

Seeking a dedicated and experienced Employee Benefits Account Manager to join a growing team. This role is pivotal in supporting a Benefits Department by managing client accounts, ensuring compliance, and delivering exceptional service. The ideal candidate will have a strong background in employee benefits sales and servicing, with a focus on providing tailored solutions to meet client needs. This is an excellent opportunity to join a well-established organization with a strong reputation in the insurance industry and a commitment to employee satisfaction and longevity.

Requirements

Active Life & Health (L&H) license is required.
Minimum of 3 years of employee benefits sales/servicing experience is preferred.
Proficiency in Applied EPIC and EZ Lynx software is preferred.
Familiarity with standard L&H products, including medical, ancillary, contributory, company-paid, and voluntary lines.
Strong organizational, communication, and client relationship management skills.
Relevant educational background or equivalent professional experience in the insurance or employee benefits field.

Nice To Haves

Candidates with experience in captives are welcome to apply.

Responsibilities

Manage and service a portfolio of employee benefits accounts, primarily for groups ranging from 2-50 lives, with occasional mid-market accounts (50-99 lives).
Handle both fully insured and level-funded accounts.
Create and manage online client portals (e.g., Employee Navigator).
Ensure client compliance management and provide annual compliance notices.
Quote, prepare, and present proposals for new business and renewals across all lines of coverage, including medical, ancillary, contributory, company-paid, and voluntary lines.
Prepare and host open enrollment meetings and educational sessions for employees as needed throughout the year.
Update internal CRM systems and maintain accurate client records.
Pull claims reporting for level-funded clients and review findings with clients.
Assist with bill audits and provide day-to-day service for company and employee contacts.