Sr. Account Manager, Employee Benefits

The Senior Account Manager position maintains a professional relationship with our clients through exceptional customer service, supporting sales Agents in producing new business and renewing existing business, and serving as advocates to our clients and their employees through positive relationships with carriers and continuous education.

Requirements

• Acts as the primary contact between client, prospect, agency, and producer
• Comprehensive knowledge and execution of self-funded accounts
• Handles or refers all service requests by our clients
• Reviews proposals received for accuracy
• Calculates premium and payroll deductions
• Generates open enrollment material
• Attends and presents local enrollments/client meetings as necessary
• Processes necessary paperwork for submission to the carrier
• Directs a smooth transition from one carrier to another
• Maintains knowledge of new developments or changes with the various carriers and new Federal/State laws
• Ensures client accounts are compliant
• Responsible for identifying product opportunities for new business
• Develops and maintains a positive relationship and rapport with each insurance carrier
• Maintains agency files accurately and consistently
• Attends and completes any training sessions or assignments as required

Benefits

• Medical, dental, vision, prescription drug coverage
• 401K
• Equity incentive plan
• Employee Wellness Program
• Company paid holidays, plus PTO