BENEFITS ACCOUNT MANAGER

HR Solutions growing agency is looking for a Benefits Account Manager to join our team! Benefits Account Managers are responsible for placement and analysis of insurance coverages. They are also responsible for maintaining carrier/underwriter relationships.

Essential Duties and Responsibilities

The Benefits Account Manager’s primary responsibilities include, but are not limited to:

• Providing superior service to clients by answering insurance related questions and discussing product offerings
• Assisting with new business production, including but not limited to new client information intake and quoting
• Review and understand insured’s operations and exposure to risks
• Work with benefits producers to provide comprehensive benefit plans to small and mid-size employers
• Follow up with underwriters to ensure market submissions are processed and obtain any requested information from producers and/or group representatives
• Review carrier quotes with producers and analyze coverage terms
• Assist with strategic design of insurance policies/coverages
• Remarket renewals to ensure a high retention rate
• Maintaining strong relationships with both clients and insurance companies
• Oversee the preparation and delivery of insurance proposals according to agency procedures
• Educate customers on the coverage options
• Ensure proper policies, coverages, and endorsements to fill gaps and reduce risk
• Participating in a wide range of marketing tasks and other important duties as assigned
• Complete data entry, including documentation of all conversations with clients and prospective clients, entering new policy information and changes on existing policies into CRM/AMS
• Communicate effectively via email and phone
• Stays up to date on industry information and new products and coverages
• Identify and solve complex service issues for insureds
• Other duties and projects as assigned

Education and/or Experience:

• High school diploma or recognized equivalent required
• Minimum 3+ years benefits account management experience required
• Active L & H license preferred

Additional Qualifications:

• Able to work independently and enjoy a high degree of interaction with team members
• Must be able to effectively plan and strategize
• Demonstrated persuasiveness, resilience and tenacity
• Excellent negotiation skills with a drive to succeed and meet goals
• High stress tolerance
• Strong oral and written communication skills
• Detail oriented and highly organized
• Ability to learn new software applications and technology
• The ability to multitask, prioritize, work independently, and use discretion
• Willingness to continually increase knowledge and understanding of the insurance industry and technology that is available
• Ability to maintain a professional demeanor and positive attitude