Employee Benefits Account Manager

Job Summary

Required Qualifications

• Must be self-motivated and disciplined with a strong work ethic to exceed expectations and goals
• Active Life & Health 2-15 license
• Proven knowledge and experience in the employee benefits industry; self-funded knowledge and marketing experience strongly preferred
• Proficiency in Microsoft Office Excel, PowerPoint, Outlook, Sales Force, and Employee Navigator preferred
• Excellent time management skills with the ability to manage multiple projects and priorities simultaneously
• Strong verbal and written communication skills
• Capacity to effectively handle multiple and changing client priorities and deadlines
• Ability to effectively present information electronically, verbally, and in-person
• Must handle sensitive information confidentially and in accordance with agency guidelines
• Develop and nurture strong relationships with a portfolio of clients, serving as their trusted advisor on matters related to employee benefits
• Manage a book of business as assigned, comprised of mid-market accounts (50-300 person groups)
• Oversee the administrative aspects of client accounts, including onboarding, enrollment processes, billing reconciliation, claims management, and compliance with regulatory requirements
• Act as a liaison between clients and insurance carriers to address and resolve any issues or concerns promptly and effectively
• Address incoming correspondence and requests promptly and appropriately. Document all correspondence in the agency management system
• Maintain accurate and updated client files per agency guidelines within the agency management system
• Partner closely with the internal benefits team to ensure the seamless delivery of services and resolve any client concerns or requests in a timely manner
• This position in performed in-person in the Altamonte Springs location.