Senior Account Manager

Our client is a well-established insurance brokerage firm specializing in employee benefits. They provide exceptional service to clients and foster a collaborative work environment.

As a Senior Account Manager, you will be a key liaison between our clients and our internal teams. Your primary responsibility will be to manage complex employee benefits accounts, ensuring client satisfaction and retention.

Responsibilities

Client Relationship Management:

• Serve as the day-to-day contact for assigned employee benefits accounts.

• Understand client needs, objectives, and challenges.

• Provide proactive support and address inquiries promptly.

Account Maintenance:

• Coordinate renewals, open enrollments, and plan changes.

• Collaborate with carriers and vendors to ensure seamless service delivery.

• Monitor compliance with regulations and industry standards.

Problem Resolution:

• Address client concerns and resolve issues promptly.

• Advocate for clients within the organization.

Sales Support:

• Process applications, payments, and enrollments.

• Assist in proposal development and presentations.

Data Management:

• Maintain accurate records, reports, and documentation.

• Utilize agency management systems effectively.

Qualifications

• Current life and health insurance license in the state of employment.

• 3+ years of experience in insurance brokerage.

• Bachelor's degree preferred.

• Strong understanding of employee benefits.

• Excellent communication and presentation skills.

• Intermediate software experience, including Microsoft Office Suite.

Benefits

• Hybrid Schedule

• Health Insurance

• Paid Time Off

• 401k