Employee Benefits Account Manager

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

• Cultivate, expand and solidify relationships with clients at all levels within the company by optimizing resources to address the client's needs, including risk and the identification and resolution of underwriting or policy issues.
• Manage and retain existing book of business.
• Serve as the primary point of contact for assigned clients, overseeing daily servicing activities, billing, inquiries, and in-person or virtual meetings, and proactively identifying opportunities for account rounding and organic growth.
• Follow-up to address customer needs and resolve any problems or issues.
• Manage and maintain agency management system with current required information and documents on an ongoing basis, including all IO requirements.
• Continuously achieve all audit and performance standards as outlined by leadership while simultaneously delivering high quality service.
• Process daily mail and tasks, including faxes and e-mail, for assigned accounts.
• Responsible for the end to end client service process such as, marketing, updating agency management system with final required documents.
• Review daily, weekly, monthly reports such as expiration.
• Prepare customer renewals, including proposals and presentations while ensuring agreement with customer’s requests / requirements.
• Keep current with email & tasks including billing and invoices.
• Meet with clients / walk-ins in the office as needed / upon request.
• Follow Agency guidelines, policies and procedures.
• Attend meetings as required by the Office Leader, Producer or Employee Benefits Leader.
• Pursues a course of personal, professional development. 

Pay Range

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance  
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement 
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. 

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.