What are the responsibilities and job description for the Account Manager, Employee Benefits position at Smith Brothers Insurance, LLC.?
Description
We are seeking a highly motivated individual to join our Employee Benefits Account Management team to support current and planned growth. This role involves maintaining strong relationships with clients, negotiating benefits packages, ensuring compliance with relevant laws and regulations, and providing exceptional benefits knowledge and service to all clients and stakeholders. We are seeking individuals with a minimum of 3 years of Employee Benefits client service experience who are actively looking to develop in their career and handle employer groups of 100 / $50k in revenue.
Smith Brothers Insurance has been in business for over 50 years, as an independently operated, Top 100 National Broker, focused on our purpose of Helping Others. We are multi-disciplined with expertise in Commercial Lines, Personal Lines, Employee Benefits, Surety, Group Retirement Plans including 401(k) and 403(b) Plans, Risk Management, and Financial Services.
You’ll bring a deep desire to leverage your skills to help us continue to grow and make others around you better. If you want to be part of a collaborative process with team members who look out for each other, and are focused on growth and sustainability, this is an opportunity for us to talk.
Primary Job Responsibilities
We are a team of professionals who seek to consistently deliver our Be Sure brand promise, contribute to our organization being a great place to work, and work together to be a sustainably relevant company. When you work with Smith Brothers you can be sure our core values, collaborative culture, and expertise will reinforce your decision to partner with us. Our standard of excellence is the internal foundation for treating everyone based on our core values of trust, respect, creativity, and fun, leading to individual fulfillment through group achievement.
Smith Brothers Insurance, LLC offers competitive salaries and comprehensive benefits and programs including Health, Dental, Vision, Short and Long-term Disability, Life, Long Term Care and 401K with employer match, flexibility, employee assistance program, licensing and continuing education reimbursement, travel and expense allowance, internal & external meetings, and learning and development opportunities. For more information about our company please visit us at: www.smithbrothersusa.com .
This description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties.
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
We are seeking a highly motivated individual to join our Employee Benefits Account Management team to support current and planned growth. This role involves maintaining strong relationships with clients, negotiating benefits packages, ensuring compliance with relevant laws and regulations, and providing exceptional benefits knowledge and service to all clients and stakeholders. We are seeking individuals with a minimum of 3 years of Employee Benefits client service experience who are actively looking to develop in their career and handle employer groups of 100 / $50k in revenue.
Smith Brothers Insurance has been in business for over 50 years, as an independently operated, Top 100 National Broker, focused on our purpose of Helping Others. We are multi-disciplined with expertise in Commercial Lines, Personal Lines, Employee Benefits, Surety, Group Retirement Plans including 401(k) and 403(b) Plans, Risk Management, and Financial Services.
You’ll bring a deep desire to leverage your skills to help us continue to grow and make others around you better. If you want to be part of a collaborative process with team members who look out for each other, and are focused on growth and sustainability, this is an opportunity for us to talk.
Primary Job Responsibilities
- Develop, maintain, and nurture relationships with clients helping them understand their employee benefits needs and manage all aspects of the daily service of their program(s).
- Negotiate with insurance carriers and benefits providers to secure optimal packages for clients.
- Partner with Risk Advisors on renewal plans and work with carriers to evaluate options, interpret benefits data to inform decision making for clients.
- Prepare proposals and other documentation for clients, ensuring the best possible solutions are delivered to clients in a high quality and timely manner.
- Ensure compliance with local, state, and federal regulations related to employee benefits.
- Work with Risk Advisors and other team members to build, implement, and deliver comprehensive client service plans.
- Coordinate, support, and provide training and support to clients on benefits administration throughout the lifecycle of business.
- Resolve any issues related to employee benefits programs.
- Utilize agency management system, Applied Epic, for daily activities, documentation and client communication ensuring relevant data and information is properly managed.
- Ensure compliance with all policies, processes, and procedures while maintaining confidentiality of client and company information.
- Participate in internal learning and development sessions.
- Stay relevant and updated on industry trends.
- Be a team player supporting others, mentoring and providing back up client coverage for other Account Managers.
- Ultimately, our ideal candidate will believe in Smith Brothers’ purpose, values, and standards, and be willing to work collaboratively with their teammates to drive value to all our stakeholders.
- Strong knowledge of the employee benefits marketplace, coverages, services, carriers, laws, and regulations.
- Strong ability to work interdependently in a fast-paced environment.
- Ability to make decisions independently by doing research into problems and developing suggestions to provide outstanding client experience and support team goals.
- Strong negotiation and influence skills.
- Effective listening and communication skills to uncover needs, troubleshoot, and handle conflicts using our models.
- Exceptional client service skills and an understanding of how to utilize resources to meet internal and external client expectations.
- Strong verbal, written, and presentation skills for effective and comfortable communication with stakeholders at all levels.
- Ability to analyze and interpret benefits data.
- Strong organizational skills, time management skills, and attention to detail.
- Commitment to continuous process improvement to drive productivity and performance for our team and our clients.
- Proficiency in benefits administration software and carrier software.
- Proficiency in Microsoft Office, including Outlook, Word, and Excel. Experience in Applied EPIC preferred.
- Keep current with continuing education requirements and maintain knowledge of changing industry to stay relevant in the employee benefits/insurance marketplace.
- Ability to adjust to shifting priorities, be flexible, and welcome change.
- Flexibility to take on additional responsibilities and projects as needed.
- Highly self-motivated, strong work ethic, resilience, grit, and stress tolerance to overcome hurdles.
- Team Player who consistently defaults to good.
- Minimum of 3 years of experience in employee benefits account management working with 100 employee groups.
- Life and Health license in good standing required.
- Experience working in employee benefits at an agency or brokerage.
- Background in employee benefits underwriting a plus.
- Associate or bachelor’s degree preferred.
- Fast-paced office environment with significant telephone and in person interactions.
- Offsite client and network meetings may require non-standard normal working hours and/or some travel as normal course of business.
- Ability to view computer monitors for extended periods of time.
- Support flexibility when needed.
We are a team of professionals who seek to consistently deliver our Be Sure brand promise, contribute to our organization being a great place to work, and work together to be a sustainably relevant company. When you work with Smith Brothers you can be sure our core values, collaborative culture, and expertise will reinforce your decision to partner with us. Our standard of excellence is the internal foundation for treating everyone based on our core values of trust, respect, creativity, and fun, leading to individual fulfillment through group achievement.
Smith Brothers Insurance, LLC offers competitive salaries and comprehensive benefits and programs including Health, Dental, Vision, Short and Long-term Disability, Life, Long Term Care and 401K with employer match, flexibility, employee assistance program, licensing and continuing education reimbursement, travel and expense allowance, internal & external meetings, and learning and development opportunities. For more information about our company please visit us at: www.smithbrothersusa.com .
This description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties.
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
