What are the responsibilities and job description for the Employee Benefits Account Manager position at The James Group?
Job Description
Job Description
The James Group is a well-established insurance brokerage firm specializing in employee benefits. They provide exceptional service to clients and foster a collaborative work environment.
As an Employee Benefits Account Manager, you will be a key liaison between clients and internal teams. Your primary responsibility will be to manage complex employee benefits accounts, ensuring client satisfaction and retention.
Responsibilities
Client Relationship Management :
Serve as the day-to-day contact for assigned employee benefits accounts.
Understand client needs, objectives, and challenges.
Provide proactive support and address inquiries promptly.
Account Maintenance :
Coordinate renewals, open enrollments, and plan changes.
Collaborate with carriers and vendors to ensure seamless service delivery.
Monitor compliance with regulations and industry standards.
Problem Resolution :
Address client concerns and resolve issues promptly.
Advocate for clients within the organization.
Sales Support :
Process applications, payments, and enrollments.
Assist in proposal development and presentations.
Data Management :
Maintain accurate records, reports, and documentation.
Utilize agency management systems effectively.
Qualifications
3 years of experience in insurance or benefits related field.
Bachelors degree preferred.
Excellent customer service, communication, and presentation skills.
Proficient software experience, including strong Microsoft Excel skills.
Willing to obtain Life & Health Insurance License.
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