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.
Maintain accurate client information and foster a collaborative service experience.

3+ years previous insurance experience in applicable insurance products/lines, various funding mechanisms and Employee Benefit techniques for clients with 100 lives or less.
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
Dialing into the details, ensuring accuracy of the minute details of a project or task
Strong proficiency with Excel Spreadsheets, Word Documents, PowerPoint and navigating in Agency Management Systems
Interpreting complex documents, such as detailed insurance policies, applications and proposals.
Ability to work on a fast paced, high-energy team while maintaining a positive attitude.

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

Small Group Account Manager – Employee Health & Benefits

Key skills