Employee Health & Benefits Account Manager

Role Overview

• Manage annual planning timeline and ensure all client deliverables are prepared on a timely basis
• Manage strategic planning, renewal & marketing, compliance, open enrollment, implementation and employee communication efforts for all assigned clients
• Independently produce accurate and timely materials and consistently audit work product to minimize errors
• Navigate our resources and leverage our carrier partners to advocate for and solve problems for clients, providing a great client experience and helping our retention efforts
• Stay organized, prioritize and manage multiple tasks and proactively plan to meet deadlines and get in front of potential issues
• Develop/simplify benefit guides

Requirements

• High school diploma or equivalent
• Current and valid Florida 2-15 insurance license
• At least 5 years of account management experience within an insurance agency
• Proficiency with Microsoft Office Suite, including Excel, Outlook and Word
• Detail oriented with strong time management skills

Benefits

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid and flexible work
• Charitable contribution match programs
• Stock purchase opportunities
• Competitive compensation
• Entrepreneurial leadership
• Unmatched, scalable resources
• Committed to core values
• Inclusive culture