Location
VA - Hybrid
Date Posted
1/27/2024

Group Benefits Account Manager

Employee Benefits Account Manager (Remote)

Earn a base salary of up to $90k + earn 5% on your book of business equaling up to $150k in total compensation. Share with your producer in the spoils! Our client is a Top 20 nationwide insurance brokerage firm headquartered in the heart of Fairfax County. For 30 years, our client has remained a leader in employee benefits, HR consulting, and business insurance. This broker is a Top 20 WDC regional firm and is well respected for their focus on family-friendly work culture.

This opportunity offers:

  • Opportunity to be empowered and enabled
  • Make 5% commissions on your book of business
  • Work/Life Balance: Family-oriented
  • Significant opportunity for professional growth
  • Young and Energetic Corporate Culture
  • A challenging mix of fully-insured, level-funded, and self-funded products
  • Work on a variety of clients in the 100 - 500 lives segment

Responsibilities:

  • Manage renewal and new business carrier/vendor marketing and analysis using workflows.
  • Implementation for all assigned renewals within target timelines
  • Manage a book of business consisting of mid-market accounts in the 50 - 500 lives segment.
  • Manage a variety of fully-insured, level-funded, and self-funded accounts.
  • Coordinate and present benefit information for open enrollment.
  • Create benefit communication materials and presentations.
  • Document agency management system for client information, plans and documents.
  • Lead client service calls.
  • Act as the primary backup to Account Executive and Client Advocate
  • Educate, train and mentor service team members and delegate tasks.
  • Handle escalated client eligibility, billing and claim requests.
  • Attend client meetings both in person and virtual as needed.
  • Maintain high retention of existing clients and client satisfaction

Competencies

  • Project management skills, follow through.
  • Working knowledge of level and self-funded products and structure
  • Attention to detail, organized, flexible, and ability to multi-task.
  • Time-management and prioritization skills are essential.
  • Ability to work effectively as part of a team and individually assigned tasks.
  • Professional, poised and courteous.
  • Assertive, motivated and strong interpersonal skills.
  • Patient, empathetic and diplomatic.
  • Reliable, committed and a team player.

Qualifications

  • Active Life & Health Insurance license.
  • A minimum of 3 years employee benefits service experience.
  • At least 2 but prefer 3 years of experience managing a book of business in the 50+ lives market.
  • Local resident (MD, DC, VA) preferred to attend OE meetings as needed
  • Experience with agency management systems, vendor and carrier systems.
  • Experience with Microsoft Outlook, Word, Excel, PowerPoint.
  • Excellent verbal, written and communication skills.
  • Experience with level and self-funding preferred.

Compensation/Benefits:

  • Salary for this position is commensurate with qualifications and experience.
  • This position offers bonus opportunities based on the department’s performance in meeting or exceeding various retention, new business and client satisfaction goals.
  • Our agency offers a wide range of benefits including health, dental, Life, STD, LTD and 401K benefits.