What are the responsibilities and job description for the Employee Benefits Account Manager position at Heller Kowitz Insurance Advisors?
About Us:
Heller Kowitz Insurance Advisors – a rapidly growing, full service, Independent Property, Casualty & Life Insurance Agency – headquartered in Lutherville, MD (Greenspring Station), is searching for a dynamic Employee Benefits Account Manager.
This Full-Time position has great potential for growth. We manage the “risk” of small to mid-sized businesses and their owners/executives in the Mid-Atlantic and require energetic and passionate representatives of our unique, quality driven business.
Job Summary:
The Benefits Account Manager is responsible for developing new business by selling employee benefits programs, including health, dental, life, disability, and retirement plans. This role involves building strong client relationships, understanding client needs, and customizing benefit solutions to fit their workforce. The Benefits Producer will also provide ongoing service to maintain accounts and ensure satisfaction.
Responsibilities:
- Manage a portfolio of employee benefits accounts, providing top-tier client service
- Serve as the main point of contact for clients, handling inquiries, issues, and renewals
- Facilitate benefit plan renewals and assist in analyzing and optimizing programs
- Conduct open enrollment meetings and provide education on benefit options
- Troubleshoot claims and service issues, coordinating with carriers for resolution
- Prepare reports on benefit utilization and claims trends for client decision-making
- Stay current on industry trends and regulatory changes to offer proactive advice
- Maintain accurate client records and track benefit details and communications
Requirements:
- 5-7 years of experience in employee benefits sales, with a proven track record of success
- Deep understanding of employee benefit plans, including health, dental, life, disability, and retirement benefits
- Strong communication and consultative selling skills
- Ability to analyze client needs and customize solutions that align with their business objectives
- Proficient in Microsoft Outlook, Word, and Excel, and familiar with benefits administration software
- College degree or equivalent business experience; insurance certifications such as CIC or CPCU preferred
Compensation & Benefits:
- Health Benefits (Medical, Dental, Vision)
- 401k with company match
- 2 weeks PTO (vacation) unlimited sick/personal time; 3 weeks vacation after 5 years
Job Type: Full-time
Pay: $55,000.00 - $75,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Application Question(s):
- Have you customized benefits packages for clients in the past?
- Do you live within commuting distance of our office location (2330 Joppa Road, Lutherville, MD 21093)?
Experience:
- benefits: 5 years (Required)
Work Location: In person
Salary : $55,000 - $75,000
