Employee Benefits Account Manager

Manage overall team operations, client coordination, and customer service delivery Coordinate, coach, and assist Account Associates and prioritize their workload Develop, coach, and assist Account Associates and other team members using expertise in client services, insurance processing, and customer experience Assist Producers and Account Executives with client service commitments Ensure service standards are met, identify trends, and implement team process improvements Serve as the day-to-day customer contact, troubleshoot issues, and help clients make well-informed decisions Manage new business and renewal processes and oversee day-to-day client changes Ensure client service delivery supports retention, account rounding, referrals, and uneventful renewals Send pre-renewal information within service standards and follow up with clients and insurance markets for timely responses and quotes Manage renewal marketing plans with Producers and Service Teams and ensure execution Create accurate proposals and deliverables for client renewal meetings Review quotes for accuracy against supporting documents Negotiate additional coverage and pricing with underwriters Complete renewal bind processes and checklists accurately and promptly Ensure renewals are completed and documented in client files Maintain accurate file documentation to minimize E&O exposure and respond quickly to client requests Requirements Bachelor’s degree in Business or a related field, or equivalent relevant experience Minimum of 4 years of employee benefits experience within the insurance industry or related business experience Active Life & Health Insurance License is required Ability to travel as needed for client meetings, presentations, conferences, and other business-related events Strong interpersonal skills and ability to work effectively in a team environment Ability to thrive in a fast-paced environment with minimal supervision High degree of accuracy, attention to detail, and accountability Proficiency with Microsoft Office products Excellent verbal and written communication skills Strong organizational, prioritization, and multitasking abilities Comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership Final candidates must complete post-offer verification processes related to the role and in accordance with applicable laws Core Competencies Demonstrates expertise in client services and insurance processing, with a strong focus on customer experience and retention strategies. Proficient in managing team operations, client coordination, and delivering high-quality service standards. Highest-signal resume keywords Employee Benefits Experience Life & Health Insurance License Client Service Delivery Microsoft Office Proficiency Team Leadership ATS Optimization Keywords Hard Skills Client Coordination Insurance Processing Proposal Creation Renewal Marketing Negotiation with Underwriters File Documentation Trend Identification Process Improvement E&O Exposure Minimization Accurate Quote Review Soft Skills Interpersonal Skills Organizational Abilities Attention to Detail Multitasking Abilities Effective Communication Certifications & Qualifications Active Life & Health Insurance License Industry Keywords Insurance Industry Client Retention Account Rounding Customer Experience Fast-Paced Environment #J-18808-Ljbffr Jobtailor