What are the responsibilities and job description for the Employee Benefits Account Manager position at JL Connects?
POSITION: SENIOR BENEFITS ACCOUNT MANAGER
JOB TYPE: Full Time. Competitive salary, benefits 100% employer paid 401k with 4% match
RESPONSIBILITIES:
EXECUTION OF CLIENT SERVICE
- Works with Producer and/or Account Executives, service team, and other internal departments to plan, execute, and track customized service strategy for each client, designed to create measurable value and efficiencies in their businesses
- Manages creation of proposals, providing summary of programs and options, service plan, and other specific deliverables designed to support clients in making decisions about insurance programs
- Builds personalized client relationships through demonstrated ownership of the service plan and multiple channels of communication such as phone, email, and in-person meetings
- Analyzes risk, coverage, program structure and recommends options; executes coverage and program changes
- Oversees the accuracy and display of information in client portals; consults with and enacts client decisions on access to portal by their staff
- Leverages insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed
- Works with service team to effectively manage and oversee new business and renewal processes by following workflow procedures and best practices
- Evaluates coverage, terms, and conditions of quotes received from underwriters; compares quote options from multiple carriers and presents coverage comparisons as requested
- Remains current on forms, coverage, insurance carriers, industry trends, and legislation
- Maintains positive working relationships with insurance carriers, attends meetings and events as appropriate, and proactively learns about their products and underwriting approaches
- Accurately maintains complete client files including the clear documentation of account detail in agency management systems including policy information, activities, attachments, and correspondence
QUALIFICATIONS REQUIRED:
- Upon hire, Producers License for Life/Health
- 2 years Benefits Account Manager experience within an insurance brokerage, or comparable experience
PREFERRED
- BS/ BA in Business, Insurance or related field
- Experience working with agency management systems
- Proficient skill level in Microsoft Office Suite
