Associate Account Manager

Role Overview

• Supports Senior Benefit Consultant and Account Manager with the management of assigned book of business
• Serves in an advisory capacity for clients on day to day issues
• Reviews accuracy of client work assignments from internal service team members
• Works closely with Senior Benefits Consultant to support the renewal process
• Reviews insurance contracts and benefit summaries to ensure accuracy of sold plans
• Completes client compliance checklist and needed requirements

Requirements

• 2+ years’ experience in broker agency or other corporate benefit administration experience
• Current Life and Health license, preferred
• Thorough knowledge of health and ancillary products; required
• Working knowledge of all Microsoft Office products; required
• Familiarity and practical knowledge of quoting process and tools; preferred
• Bachelor’s Degree, preferred
• Experience with benefit administration systems, preferred

Benefits

• Health insurance
• Retirement plans
• Paid time off
• Employee perks and discounts
• Robust learning and development programs
• Reimbursement of job-related expenses