Senior Account Manager – Middle Market Employee Health & Benefits, Self-Funding Expert

Role Overview

• 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

Requirements

• 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

Benefits

• 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