Ensure the successful delivery of services to clients by creating and implementing customized service plans
Responsible for building strong relationships with clients, understanding their needs, negotiating coverage, and managing proposals and renewals
Engage in strategic planning for clients, understanding the full scope of their business

5+ years previous insurance experience in applicable insurance products/lines, various funding mechanisms and Employee Benefit techniques
Negotiating contracts, leading renewal meetings and presenting at open enrollment meetings
Being a self-starter; a highly organized problem solver with good time management skills to meet deadlines
Creating detailed analyses and presentations for prospect or client meetings
Reviewing the accuracy of others’ work on a project or task
Strong proficiency with Excel Spreadsheets, Word Documents, PowerPoint and navigating in Agency Management Systems
Strong financial acumen and ability to interpret complex self-funded policies
Guiding others on a fast paced, high-energy team while maintaining a positive attitude
Life & Health license preferred, or the ability to obtain upon hire
BS/BA in Business, Insurance or related field
GBA, CEBS, VBS or other professional insurance designation related to Benefits
Experience working with Applied Epic, agency management system
Available to travel for client meetings, as needed

Medical, dental, vision, 401K benefits and more
The flexibility to work at home or an office, based on your discretion and schedule
Start with 20 days of paid time off
A paid day off to volunteer and company-organized volunteer events
Up to $1,000 per year in matching charitable donations
Up to $750 per year in wellness rewards
All the nitro cold brew coffee and sparkling water you can drink

Senior Account Manager – Employee Health & Benefits

Key skills