Employee Benefits Account Manager (Remote)

Earn a base salary of up to $70k + earn 5% on your book of business equaling up to $100k 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.