Employee Benefits Account Manager/ Team Lead

Job Description

Job Title: Employee Benefits Insurance Account Manager/ Team Lead- ATL, GA

$85-120k Depending on experience level.

Independent agency seeking a a Benefits Professional to add to their amazing team.

Great, laid back culture and room for growth!

Job Overview: The Employee Benefits Insurance Account Manager is responsible for managing and servicing client accounts, focusing on employee benefits. This role requires providing excellent customer service, maintaining strong client relationships, and ensuring clients receive the best possible coverage and service.

Key Responsibilities

• Client Relationship Management:
• Serve as the primary point of contact for clients, addressing inquiries and resolving issues.
• Build and maintain strong relationships with clients to understand their needs and provide tailored solutions.
• Account Management:
• Oversee the day-to-day administration of employee benefits programs, including health, dental, vision, life, and disability insurance.
• Manage renewals, enrollments, and changes to employee benefits plans.
• Ensure timely and accurate processing of benefits documentation and claims.
• Plan Analysis and Recommendations:
• Analyze existing benefits plans and recommend improvements or changes based on client needs and market trends.
• Present plan options to clients, explaining the benefits and costs associated with each.
• Quoting and Marketing:
• Obtain quotes from various carriers and negotiate the best rates and coverage for clients.
• Prepare and present proposals to clients, highlighting key features and benefits.
• Compliance and Documentation:
• Ensure all benefits plans comply with federal and state regulations.
• Maintain accurate and up-to-date records of client interactions, plan details, and communications.
• Client Education and Support:
• Conduct open enrollment meetings and other educational sessions to inform clients and their employees about benefits options and changes.
• Provide ongoing support to clients, assisting with benefits questions and issues throughout the year.
• Collaboration and Teamwork:
• Work closely with insurance carriers, underwriters, and other internal team members to ensure smooth service delivery.
• Collaborate with the sales team to identify opportunities for expanding client relationships and growing the business.
  

Qualifications

• Bachelor’s degree in Business, Insurance, or a related field.
• Minimum of 3-5 years of experience in employee benefits account management or a related role.
• In-depth knowledge of employee benefits plans, including health, dental, vision, life, and disability insurance.
• Strong understanding of relevant federal and state regulations.
• Excellent communication and interpersonal skills.
• Strong organizational skills with attention to detail.
• Ability to analyze data and make informed recommendations.
• Proficiency in Microsoft Office Suite and insurance management software.
  
  

Certifications

• Life & Health Insurance License
• Relevant certifications such as CEBS (Certified Employee Benefit Specialist) or PHR (Professional in Human Resources) are preferred but not required.