What are the responsibilities and job description for the Employee Benefits Account Manager position at The Misch Group?
Summary: The EB Account Manager supports client retention by providing exceptional service and managing client relationships. This role collaborates with the account executive team to ensure client satisfaction and contribute to new business opportunities.
Essential Duties and Responsibilities:
Support the renewal marketing process.
Maintain accurate client information in the agency management system.
Prepare marketing materials and RFPs.
Generate reports as assigned.
Facilitate carrier transitions and plan modifications.
Provide claims resolution.
Conduct audits on book of business.
Educate clients on employee benefit topics and regulations.
Maintain relationships with carriers and vendors.
Review compliance documents and employee communications.
Assist with client-specific projects.
Competencies:
Communication (verbal and written)
Problem-solving and analytical skills
Negotiation skills
Presentation skills
Consultative approach
Industry knowledge (employee benefits, regulations)
Data analysis skills
Project management skills
Collaboration skills
Technical proficiency (benefits software, MS Office)
Interpersonal skills
Ethical standards
Adaptability
Education and Experience:
Valid Life, Accident, and Health Insurance Producer license (required within 60 days of hire).
Knowledge of insurance coverages, contracts, and state regulations.
Proficient with Microsoft Office 365.
3 years of experience in the insurance industry, human resources, or a related field.
Travel required.
Preferred: College degree in a business-related field.
