What are the responsibilities and job description for the Senior Employee Benefits Account Manager position at Bryson Company Defunct?

Job Title : Senior Employee Benefits Account Manager

Reports to : Director of Employee Benefits

Bryson is a leading specialist in Employee Benefits, Retirement Planning, Property & Casualty, Life Insurance, and Wealth Management Services. We are dedicated to delivering the renowned Bryson WOW, our commitment to exceptional service excellence.

Position Purpose & Focus :

The Senior Employee Benefits Account Manager plays a crucial role in managing a portfolio of 15-20 group accounts, both local and national. This position emphasizes building strategic relationships, providing outstanding service, and ensuring client satisfaction. Your main objective will be to maintain strong client connections while offering tailored solutions to meet their unique needs.

Essential Duties and Responsibilities :

Stay informed about the latest in insurance technical knowledge, market trends, agency automation, and company updates.
Oversee day-to-day client service for 20-25 group accounts.
Maintain effective communication with clients, producers, insurance carriers, and internal teams.
Build relationships with key decision-makers in client organizations.
Identify challenges, create strategic solutions, and present recommendations to clients.
Analyze plan options for renewals or new marketing strategies and present proposals effectively.
Clearly communicate timelines, due dates, and expectations to clients and partners.
Schedule and facilitate client meetings, open enrollment sessions, and educational meetings.
Successfully install new group insurance contracts for both new and existing clients.
Guide clients on compliance measures such as ACA, ERISA, COBRA, and FMLA.
Ensure clients are knowledgeable about all resources provided by Bryson.
Maintain expertise in benefits administration systems and assist clients in utilizing this technology.

Qualifications | Competencies | Success Factors :

Qualifications :

Deep understanding of technical insurance knowledge.

5 years of experience in a Senior Account Manager role.

Valid California Life & Health Insurance License.

Bachelor's degree is preferred.

Demonstrated professional judgment and integrity.

Expertise in delivering superior client service.

Strong business acumen with an ability to discern client needs.

Excellent interpersonal skills with a polished demeanor.

Willingness to travel to client locations as necessary.

Ability to thrive in a fast-paced environment, adapting to shifting priorities while maintaining confidentiality.

Competencies :

Team-oriented with a collaborative mindset.

Strong prioritization and multitasking abilities.

Highly organized with exceptional verbal and written communication skills.

Proactive problem-solving capabilities.

Analytical and critical thinking skills.

Computer proficiency, especially in Microsoft Office applications.

Experience with Applied Epic is a plus, but not mandatory.

Success Factors :

Proficient in Microsoft Office applications.

Exceptional customer relationship skills, with a proven track record of professional interactions with prospects, clients, and vendors.

Strong ethical standards in business practices.

Encouragement of open communication and high morale within the team.

Commitment to the Bryson WOW service model, upholding the five pillars : Personal Touch, Accountability, Intellectual Capital, Resolution, and Delivering Value.

This job description provides a comprehensive overview of the responsibilities, qualifications, and competencies needed for the role of Senior Employee Benefits Account Manager, with an emphasis on managing significant group accounts and delivering outstanding client service.

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Senior Employee Benefits Account Manager

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