Employee Benefits Account Manager - Remote

Employee Benefits Account Manager (Remote Opportunity)

Job Summary

Seeking a highly motivated and detail-oriented Employee Benefits Account Manager (EBAM) to join a well-respected employee benefits brokerage team. As part of a dynamic and collaborative team, you will manage a portfolio of small group accounts, ensuring exceptional client service and seamless account management. This is an excellent opportunity for a professional with a passion for employee benefits and a commitment to excellence.

Compensation Package

• Salary Range: $65,000 - $75,000 annually
• Benefits: Comprehensive benefits package, including health insurance

Responsibilities

• Manage a portfolio of small group accounts (primarily groups of 50-100 employees, with some smaller groups of 2-19 employees).
• Handle renewals, light open enrollment presentations, enrollments, and claims.
• Quote new and renewal business, ensuring accuracy and timeliness.
• Provide exceptional client service by addressing inquiries, resolving issues, and maintaining strong client relationships.
• Collaborate with internal teams to ensure seamless account management and client satisfaction.
• Utilize Zywave Brokerage Builder software (transitioning to BenefitPoint next year) to manage client accounts and documentation.
• Maintain responsiveness and professionalism in all client and team communications.

Qualifications/Requirements

• Licensure: Active Life & Health (L&H) license required.
• Experience: Minimum of 2 years of experience in employee benefits account management or a related field.
• Technical Skills: Proficiency in Zywave Brokerage Builder or similar software preferred; willingness to transition to BenefitPoint.
• Knowledge: Familiarity with fully insured and level-funded plans (95% of accounts are fully insured).
• Soft Skills: Strong organizational skills, attention to detail, and the ability to manage multiple priorities.
• Professionalism: Responsiveness, timely communication, and adherence to professional etiquette (e.g., sending thank-you notes, responding promptly to assessments).

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