What are the responsibilities and job description for the Employee Benefits Account Manager position at Whiteboard Risk & Insurance Solutions?
Job Description
Job Description
Account Manager - Employee Benefits (Remote)
We are a rapidly growing insurance agency looking to add an experienced Account Manager (Employee Benefits) to assist with ongoing account management and client relationship maintenance.
We want to deliver a friendly, proactive, and knowledgeable experience to clients and make sure they get the most out of their Employee Benefits.
Please note : While our company operates fully remotely, we have a strong preference for candidates based in Southern California to facilitate in-person meetings with clients as needed.
Compensation : 85,000 - $105,000
Responsibilities :
- Manage and maintain relationships with clients on an ongoing basis
- Ensure prompt responses to all client communications, including emails and calls
- Provide tailored recommendations to clients based on their individual needs
- Collaborate with stakeholders to establish a proactive renewal process for Large Group clients
- Prepare and support presentations during pre-renewal, renewal, and open enrollment meetings
- Coordinate and schedule client meetings for open enrollment and other necessary occasions
- Develop strategic renewal plans for clients in collaboration with stakeholders
- Liaise with vendor partners to implement special strategies for clients as required
Qualifications :
About Company
Who We Are
We are a modern commercial insurance agency with a very unique platform of services that helps businesses who struggle with Worker's Compensation injuries. We've spent the last ten years honing our niche and developing a highly unique product that drives unrivaled results for clients.
We solve challenges that business owners typically don't even know exist until they meet us. It makes it difficult to get our foot in the door - but once we have the opportunity to educate them on Worker's Comp and how our platform resolves a number of common problems with their insurance, most of them wish they'd heard of this much sooner!
Benefits :
Salary : $85,000 - $105,000