Senior Associate Account Manager

Role Overview

• Supports Senior Account Managers and Account Managers in managing an assigned book of business
• Serves in an advisory capacity for clients, addressing day-to-day service needs
• Coordinates and reviews the accuracy of client-facing materials
• Collaborates with Senior Account Managers and Account Managers to manage the annual renewal process
• Reviews insurance contracts, SBC’s, and benefit summaries
• Supports compliance deliverables
• Assists with client acquisitions and new division onboarding
• Supports Open Enrollment project management
• Oversees the post-enrollment audit process
• Aids in carrier implementation
• Partners with benefits technology teams to provide accurate data

Requirements

• 2+ years’ experience in broker agency or benefit administration firm
• Current Life and Health license
• Thorough knowledge of health and ancillary products
• Working knowledge of all Microsoft Office products
• Familiarity and practical knowledge of quoting process and tools

Benefits

• health insurance
• wellbeing
• retirement
• other financial benefits
• paid time off
• overtime pay for non-exempt employees
• robust learning and development programs
• reimbursement of job-related expenses
• employee perks and discounts