Benefits Account Manager [Remote]

Knowledge of various carriers, ability to help with quotes and proposals, new business, and renewals. Also, this is a fun company to work for, flexible time and a great compensation package.

  Primary Job Purpose:

Development and management of an assigned block of Employee Benefits business. 

Responsibilities include, but are not limited to:

• Preparing pre-renewal, renewal, and marketing reports.


• Comparing health plan benefits and costs.


• Calculating employee contributions and working out contribution strategies to meet client's budgetary requirements.


• Prepare annual client service plans.


• Conducting annual open enrollment meetings, health fairs and webinars as needed.


• Collecting new client information 


• Authoring correspondence, communication materials and compliance notices as required.


• Negotiating rates and benefits.


• Audit client information, premium, and commission splits in the Agency Management System (EPIC).


• Other duties as assigned.

  Desired Core Skills: Employee Benefit Account Manager

• Excellent verbal and written communication skills.


• Assist the Producer to organize and meet meeting deadlines.


• Proficiency in Excel, Word, and Power Point.


• Knowledge of employee benefits/health plan implementation and administration.


• Knowledge of, and practical experience in, regulatory issues such as ERISA, COBRA, HIPAA, as well as various state and federal regulations specific to health insurance.


• Ability to negotiate rates and benefits with carriers.


• High School Graduate / College Degree Preferred.


• Two or more years working in group health insurance, or benefit brokerage/consulting.


• WI Health insurance license required.

Flexible work from home options available.

Compensation: $45,000.00 - $63,000.00 per year

YOUR FUTURE as an Independent Insurance Agent Starts Here

If you’re looking for a career that offers flexibility, job stability, competitive compensation, and more, then you’ve come to the right place! Working with an independent agency is a great career choice.

Independent insurance agents protect our customers by providing home, auto, business, life and health insurance policies to fit their individual needs. Independent agencies are not bound to offering products from only one insurance company. Instead, we can offer customers a choice of policies from a variety of insurance companies to provide the best protection at a competitive price.

The demand for insurance professionals is growing every day! Is this career right for you?