The Opportunity:

• Manage a book of group medical accounts.
• Work hybrid out of their WDC or Annapolis office.
• WDC's largest privately-owned independent insurance brokerage firm.
• Family-oriented, flexible, and team-oriented environment.
• Work on large accounts with Level and Self-Funding.
• High Visibility: Be the subject matter expert and right-hand individual of one of the Managing Partners.
• Stability: Work in very stable and growing organization that recognizes and rewards employees.

Position Summary:

• This position will be responsible for strategic account support for a book of group health clients with a focus on client satisfaction and retention. Hybrid Work Environment may require up to two days in the office and will be considered depending on the experience of the candidate.

Essential Duties and Responsibilities

• Communicate effectively with clients, insurance carriers and internal team members
• Some leadership and management opportunities over a small staff is optional.
• Build and maintain strong, long-lasting customer relationships
• Leverage carrier relationships to provide innovative solutions that meet and exceed client needs
• Manage a book of business consisting of accounts in the 50 - 500+ employee head count groups.
• Self-funding account experience a plus.
• Coordinate implementation and maintenance of new and existing benefit offerings
• Assist with developing communication and wellness strategies
• Support the successful roll out of open enrollment activities on an annual basis
• Provide timely, courteous and accurate response to all inquiries, conducting research when necessary and communicating results
• Process all necessary paperwork by adhering to the department workflow and procedures

Qualifications

• Bachelor’s Degree or the recognized equivalent in education and experience, required
• 5 years of experience, preferred
• Experience in a client facing role for a major insurance carrier
• Currently possess a Health and Life Insurance License
• Applied Epic or similar agency management software experience, preferred
• Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Outlook)
• Able to work independently and enjoy a high degree of interaction with team members
• Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
• Self-motivated and driven
• Maintain a sense of urgency and ability to work with and meet deadlines
• Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
• Demonstrates excellent time management and prioritization skills
• Attention to detail and commitment to a high level of accuracy
• The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information
• Ability to maintain a professional demeanor and positive attitude