Employee Benefits Account Manager

We are seeking an Employee Benefits Account Manager to support our Account Executives and Advisors whilehelping deliver outstanding service to our clients. This role is ideal for a detail-oriented,tech-savvy professional who thrives in a collaborative environment and ispassionate about helping clients navigate employee benefits solutions.

Boyd Insurance & Investments work is guided by our CATER core values C ommunity, A uthenticity, T eamwork, E mpathy and R esilience. These values shape how we serve our clients,support one another, and grow together.

How You Will Contribute:

• Assist in managing client accounts, ensuring timely and effective communication providingexcellent customer service with inquires, issues and requests.
• Create client presentations, reports and updates via Microsoft Excel and other software to include Zywave,Benefit Central, Employee Navigator to help simplify client recommendations
• Complete quality control tasks; review of client completed forms, files, and internalprocesses
• Communicate with carriers to complete and mitigate client requests
• Train clients on self-service portals and overall responsibilities in administering employeebenefits
• Assist in internal department filing and documentation requirements

Skills and Experience:

• Highly organized and detail-oriented
• Comfortable working both independently and collaboratively
• Provide empathy when necessary
• Be a self-starter and be self-motivated to learn the industry and serve clients
• Highly proficient in Microsoft Office Suite; Microsoft Excel
• Technologically proficient, and quick to learn new systems
• Be an effective communicator, both written and verbally
• Have a sense of urgency to serve clients and team and take pride in their work
• Manage relationships with carrier partners and clients
• Gain knowledge in the Insurance and employee benefits industry

Licenses & Certifications:

• Minimum of High School diploma or GED required (Associate’s or Bachelor’s degree preferred)
• Maintain or acquire a 215 FL Life and Health Licenses. If not currently licensed, must be willing to become licensed within 30 days of hire.

Valid Driver’s License

Why Join Boyd:

• Work-life balance: Hybrid opportunity after 90 days
• Competitive Salary and benefits package
• Performance bonuses: Eligible for our semi-annual bonus program after 6 months of employment
• Birthday celebration: Enjoy a half-day off the Friday closest to your birthday
• Casual Fridays: Relax with jean-friendly Fridays
• Christmas Club program: Boyd contributes to help employees save for the holiday season
• Professional development: We cover approved continuing education (CE) classes to support your licensing and career growth
• Growth-focused culture: Ongoing opportunities to learn, develop, and advance within the agency