Employee Benefits Account Manager (Project Management)
Employee Benefits Account Manager
About Us
At Your Policy, we are guided by four Core Values: People First, Do What You Love, Deliver What You Promise, and Balance is Key. These values are the foundation of our approach to building strong relationships and delivering truly personalized customer service.
Our mission is to simplify the insurance experience by making it transparent, convenient, and user-friendly; empowering our customers to make confident, informed decisions about their coverage with ease and trust.
Job Description
We are seeking a motivated and client-oriented Employee Benefits Account Manage to join our growing team. In this role, you will serve as the primary point of contact for employer clients, acting as a trusted liaison between the client and insurance carriers. You will be responsible for managing renewals, marketing new benefit products, and educating clients on compliance requirements and plan options.
The ideal candidate is a detail-oriented professional with strong communication skills, a deep understanding of employee benefits, and a passion for delivering exceptional service.
Daily Responsibilities
Client Management:
Managing a book of business for clients including medical, dental, vision, life insurance and all other ancillary lines of coverage.
Providing proactive and personalized support to assigned clients.?
Serving as the primary contact between clients and insurance carriers or other vendors.?
Preparing materials for client meetings.
Responding to client inquiries and issues, including claims and billing.?
Compliance and Education:
Educating clients on compliance topics like ERISA, COBRA, FMLA, and Health Care Reform.?
Developing and delivering communications to employees regarding benefits changes, enrollment, and renewals.?
Renewal and New Business:
Managing the renewal process, including preparing contractual changes and communicating final placement details.?
Marketing and placing new benefit products, including preparing client applications and analyzing carrier quotes.?
Other Responsibilities:
Working with the broker to develop alternative strategies, plan modeling, and cost reduction opportunities.
Conducting on-site meetings to communicate benefit plans.
Championing client cross-selling initiatives.
Resolving client issues and providing support.?
Staying current on industry regulations, trends, and technology.?
Qualifications:
Education:
Bachelor's degree in a related field or an equivalent combination of education and experience
Professional designations (e.g., CEBS, ASP) preferred
Licensing: Active Life and Health required (or ability to obtain within 90 days)
Experience: Minimum 2-5 years of experience in commercial insurance sales or a related role.
Skills & Competencies:
Understanding of employee benefits including medical and all ancillary lines of coverage.
Knowledge of compliance topics like ERISA, ACA, COBRA, and FMLA.
Familiarity with agency management and document management systems.
Excellent communication, interpersonal, and presentation skills.
Ability to build and maintain client relationships.
Analytical and problem-solving skills.
Organizational and time management skills.
Benefits:
Competitive base salary plus commission potential
Health, dental, and vision insurance after 30 days of employment
401(k) plan after 500 hours of employment
Paid time off and holidays
Professional development and continuing education opportunities
