Account Manager - Employee Benefits

Account Manager - Employee Benefits is responsible for working with Advisors and Account Executives to service client accounts, developing relationships with clients and carrier contacts, and effectively delivering services to clients.

Requirements

• Develop relationships with carrier and client contacts
• Communicate directly with clients and carriers
• Prepare and send request for proposals to applicable insurance carriers and spreadsheets results
• Review contracts, benefit plan summaries, and carrier source documents
• Analyze request for proposals and insurance plan designs, negotiate with carriers and recommend renewal actions
• Assist with client renewals and marketing and client meeting presentations
• Review benefit guides, ensure client resources and communications are up to date following open enrollment or coverage change
• Participate in client projects such as implementation of new business, open enrollment process, non-discrimination testing, etc.

Benefits

• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs