About the Role
An employee owned, privately held agency that’s been a standard-bearer for insurance risk management excellence for the last 150+ years is hiring an Employee Benefits Account Manager. You will support a seasoned sales and service team with daily service duties and client engagement/relationship strategies on a legacy book of mid-sized accounts in the 50-500 ees range.
- Location: Remote within the Tri-State area (NY, NJ, and CT). Expect some travel for client and team meetings as well as to conduct open enrollments.
- Responsibilities: Relationship development with current clients and executing tactical service strategies (RFPs, enrollments, billing, claims, presentations, Excel spreadsheets, and renewal marketing). They will rely on you to keep action items moving through the process including managing the renewal process, analyzing applications, and preparing account summaries.
- Experience: At least three (3) years of group life & health insurance industry experience. Must have an active L&H insurance license. The book has self-funded accounts, so exposure to this is ideal but the agency can train on these nuances if our background is primarily fully insured cases.