Employee Benefits Account Manager

Employee Benefits Account Manager Department: Insurance & Financial Services Employment Type: Full Time Location: Florida Compensation: $60,000 - $95,000 / year Description General Description This position serves as the primary service contact for the client and is responsible for client satisfaction including marketing and analytical support. This position is expected to consistently provide excellent customer service to accounts, as well as represent client need and goals within the organization to ensure quality. Key Responsibilities Manage small to mid-size Group and Multi-life Life and Disability cases. Act as the primary contact between clients and insurance carriers and retain clients through customer service. Handle the marketing process which includes obtaining client census and quotes, preparing and submitting bid specifications and analyzing/evaluating the results in preparing recommendations for clients. Serve overall day‑to‑day servicing needs for Group Accounts, assisting both Benefit Managers/Teams and individual insureds. Create client proposals as necessary with current and renewal details as well as marketplace options; communicate final placement details and instructions to insurers and customers. Prepare materials needed for client meetings as required. Communicate due dates, timelines and expectations to clients and partners. Install new group and multi-life insurance contracts for existing or new clients. Develop employee memorandum drafts for clients to communicate annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications. Audit and prepare client billing. Provide resolution support and oversight of employee issues such as enrollment and billing issues. Perform other miscellaneous duties as assigned. Skills, Knowledge and Expertise Minimum 2–4 years of experience in the Group/employee benefits industry or related marketplace (STD, LTD, Life, LTC). Experience supporting clients with leave management programs, with a strong working knowledge of complex federal and state regulations, including FMLA, PFL, and DBL. 4‑year college degree or industry‑specific designation preferred. Prior customer service experience preferred. Must currently hold a life and disability insurance license (or obtain one within 4 months following employment) and retain it by meeting continuing education requirements. High level of computer literacy including advanced knowledge of Windows, Excel, Word, and PowerPoint. Set priorities and manage workflow independently to ensure efficient, timely, and accurate processing of transactions and other responsibilities. Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self‑motivated, creative, and innovative. Interact with others effectively by utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the company. Develop and maintain excellent carrier relationships. Promote teamwork by sharing experiences, assisting others when help is needed, and maintaining a positive and professional attitude. Strong ability to problem‑solve, make independent decisions with minimal oversight, set and meet deadlines, negotiate, work under pressure, organize, prioritize, manage multiple tasks, and operate in a fast‑paced environment. Refined verbal and written communication skills. Strong presentation skills. Good attention to detail and ability to self‑check work. Ability to carry out complex tasks with many concrete and abstract variables. Benefits Fully suite of benefits including Health insurance, life insurance, STD, LTD, dental, PTO, etc. #J-18808-Ljbffr