Remote Benefits Account Manager / Account Executive

Benefits Account Manager / Account Executive Our client operates in the realm of Employee Benefits, Commercial & Personal Lines of Insurance, offering an impressive portfolio which includes Employer Paid Medical, Dental, Vision, Life Insurance, and 401k Benefits. They are currently seeking a seasoned Benefits Account Manager or an Account Executive to join their company.
Responsibilities Manage a book of business that consists mostly of Level & Self Funded groups with some large Fully Funded groups.
Set pre-renewal meetings, facilitate policy review, consult with clients on plan changes, negotiate with carriers, provide quotes & estimates to new and renewing business, bind coverages, and conduct open enrollments.
Act as the primary point of contact for clients, internal teams, and carriers.
Conduct in-person and virtual meetings confidently, including client meetings and open enrollment meetings.
Handle a blended in-office and remote role if near office. If covering Idaho and Montana, the role is fully remote.
Perform as a service only role with no selling required. However, if comfortable with writing business, the potential to be considered as an Account Executive is available.
Qualifications Minimum of 3 years of experience in an independent agency as a Benefits Account Manager.
Proven ability to set pre-renewal meetings, facilitate policy review, consult with clients on plan changes, negotiate with carriers, provide quotes & estimates to new and renewing business, bind coverages, and conduct open enrollments.
Experience with Fully, Level and Self-Insured plans is preferred.
Comfortable in a client facing, internal, and carrier facing role.
Confidence in conducting virtual and in-person client meetings.
Comfortable in a service-only role with no selling required. Openness to write business is a plus.
Compensation is competitive and dependent on experience. This includes an attractive, employer-paid Medical, Dental, Vision, 401k, & PTO package. Consideration for relocation is available.
Our client is highly motivated to hire. All qualified applicants are encouraged to apply for this exciting opportunity. To apply, please send your resume to View email address on click.appcast.io or call View phone number on click.appcast.io.