About The Position

As a Senior Account Manager in Employee Health & Benefits, you will ensure successful client service delivery by creating and implementing customized service plans. The role involves building strong client relationships, understanding client needs, negotiating coverage, and managing proposals and renewals. You will also contribute to strategic client planning and develop an understanding of each client’s broader business. The role focuses on middle-market clients and calls for expertise in self-funding.

Requirements

  • At least 5 years of previous insurance experience in applicable insurance products or lines, funding mechanisms, and Employee Benefit techniques.
  • Experience negotiating contracts, leading renewal meetings, and presenting at open enrollment meetings.
  • Self-starter with strong organization, problem-solving, and time-management skills to meet deadlines.
  • Ability to create detailed analyses and presentations for prospect or client meetings.
  • Ability to review the accuracy of others’ work on a project or task.
  • Strong proficiency with Excel, Word, PowerPoint, and agency management systems.
  • Strong financial acumen and ability to interpret complex self-funded policies.
  • Ability to guide others on a fast-paced team while maintaining a positive attitude.

Nice To Haves

  • Life & Health license, or ability to obtain one upon hire.
  • BS/BA in Business, Insurance, or a related field.
  • GBA, CEBS, VBS, or another professional insurance designation related to Benefits.
  • Experience working with Applied Epic agency management system.
  • Availability to travel for client meetings as needed.

Responsibilities

  • Create and implement customized service plans to deliver services successfully to clients.
  • Build strong relationships with clients and understand their needs.
  • Negotiate coverage and contracts.
  • Manage proposals and renewals, including leading renewal meetings.
  • Present at open enrollment meetings.
  • Engage in strategic planning for clients and understand the full scope of their business.
  • Create detailed analyses and presentations for prospect or client meetings.
  • Review the accuracy of others’ work on projects or tasks.
  • Guide others on a fast-paced, high-energy team while maintaining a positive attitude.

Benefits

  • Medical, dental, and vision coverage.
  • Employer-paid HSA contributions.
  • 401(k) match.
  • Flexibility to work at home or in an office, based on discretion and schedule, for most positions.
  • 20 days of paid time off at the start.
  • Tuition reimbursement and designation/certification support and bonuses.
  • Paid day off to volunteer and company-organized volunteer events.
  • Up to $1,000 per year in matching charitable donations.
  • Up to $750 per year in wellness rewards.
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