Ensures all aspects of quoting, proposal preparation and enrollment process are completed timely and accurately.
Able to develop and maintain a great working relationship with clients and insurance companies while servicing all aspects of the accounts during the year.
Presents the renewal proposal to the client; coordinates all aspects of open and ongoing enrollment including paperwork, online enrollment portal, and conducting open enrollment meetings for clients’ employees as needed (may include public speaking).
Provides ongoing customer service to employer, employees and covered dependents’, including assistance with enrollment, coverages, claims, and any other issues that may arise.

Strong account management and client relationship skills
Expertise in benefits administration, compliance, and industry best practices
Effective communication and interpersonal skills to liaise with clients and team members
Excellent organizational, multitasking, and problem-solving abilities
Familiarity with benefit systems and proficiency in relevant software applications
Market new and renewal business accounts
Use excel software to prepare exhibits
Attend open enrollment meetings and prepare video recorded benefit offerings
Prepare presentations for advisor's appointments with clients
Proven ability to work independently while meeting deadlines in a remote environment
Experience in employee benefits is a MUST

Employee Benefits Account Manager

Key skills