Account Manager - Employee Benefits

Account Manager

The Bulow Group is reimagining business insurance for the modern economy. We partner with companies building the future, ensuring they are protected from all angles. We help 100's of businesses focus on what matters most - their product or service - while being that strategic advisor to cover their blind spots. From hospitality and construction to private equity and law firms, our goal is to support their ambitious growth and give them the confidence to scale.

Founded in 2013 by brothers Mike and Tom Bulow, The Bulow Group set out to create a brokerage built on relationships, culture, and best-in-class practices. Since day one, we've been a trusted leader in commercial property & casualty insurance and employee benefits.

To our team, we are a people-first organization that believes exceptional client service starts with valuing and empowering our employees.

We live by the Gold Standard—approaching every challenge with curiosity, collaboration, and a commitment to excellence.

The Bulow Group is an award-winning agency and a Top Insurance Employer.

About the Role:

As an Account Manager on our Employee Benefits team, you'll be on the front lines of providing the TBG Gold Standard of service to our clients. You'll be a strategic business partner to HR teams, CFOs, and employees navigating the intricacies of the employee benefits landscape. You will work alongside our advisors and be primarily responsible for overseeing management of assigned accounts, providing consultation to our clients, insurance program design, carrier interface/marketing, managing enrollments and continued support, and being a strategic resource to internal and external clients.

This role is hybrid with 3 days in office a week preferred. This schedule can be flexible.

What You'll Do:

• Serve as a strategic partner to every client in our book of business, including but not limited to:
• Conducting consistent, well-prepared meetings on a regular cadence
• Identifying core business challenges each client faces and delivering practical solutions
• Driving client retention through deliberate, thoughtful action
• Capturing, organizing, and maintaining relationship intelligence with precision
• Maintain current expertise in employee benefits plan structures, riders, compliance obligations, regulatory changes, and market trends.
• Proactively lead the renewal and open enrollment process, keeping clients informed throughout.
• Act as an educator and resource for clients and their employees
• Manage the end-to-end service workflow for our EB book of business
• Pursue ongoing development through training, industry reading, and coursework that supports earning or maintaining professional designations
• Take on additional responsibilities as directed by the lead broker/producer

What We Look For:

• High School Diploma or equivalent required, BA or BS degree preferred
• Experience managing a team preferred but not required
• Experience serving all funding models. Level funded, Self-insured, and fully insured groups
• 4-6 Years of Employee Benefits Account Management experience
• Active Illinois Life and Health License
• Experiencing working with decision makers and C-level executives
• Proficiency with the Microsoft Office Suite
• Experience working with Applied EPIC agency management system
• Exceptional written and verbal communication skills
• Ability to work in fast-paced production environment

What We Offer:

• Competitive compensation
• Flexible paid time off
• Comprehensive benefit plans including Aetna PPO medical, Guardian Dental, Vision, Life, and Disability
• Flexible Spending Accounts: HSA, Health Care FSA and Dependent Care FSA
• 401(k) with 4% company match
• Company paid Life, Short-Term Disability & Long-Term Disability Plans
• Supplemental Life and Disability plans
• Employee Assistance Program (EAP): Confidential counseling, financial, and legal resources
• Rightway: Expert healthcare navigation
• Spring Health: Comprehensive mental health and well-being solutions
• XP Health: Additional, modern vision benefits supplementing vision coverage with added frame allowances
• Time Off: Sick Leave, Family and Medical Leave, Flexible Time Off (FTO)
• Paid Holidays: Observance of all major holidays and many early office closure days
• State of the Art corporate office with fully equipped gym, kitchen, smoothie bar, outside patio and pavilion, and top of the line technology
• Catered Lunch most every Tuesday and Thursday
• Many employee and prospect events such as the Master's Event, Thanksgiving Turkey Cook-off, Food Truck Thursdays, Employee Cook outs, Happy Hours, Cinco de Mayo lunch, St, Patrick's Day lunch.
• Free Continuing Education (CE) and paid license renewals and tracking

The Bulow Group, Inc. and The Bulow Group Benefits, Inc. is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.