Senior Employee Benefits Account Manager (Project Management)
Join the fabulous team at The Stevenson Group, powered by Your-Policy!
Your-Policy is no ordinary company. We aim to revolutionize insurance and benefits by making them simple, transparent, and convenient, transforming the way you shop for and manage these services.
*** This role requires being in office full time for the first 3 months for the handover, but then has the flexibility to work hybrid/remotely***
Job Description
We are looking for a Sr. Account Manager to drive growth by managing a portfolio of client accounts by providing ongoing service and support related to their employee benefits plans, including identifying needs, recommending suitable coverage, handling renewals, addressing client concerns and maintain strong relationships with both clients and insurance carriers, all while aiming to retain existing business and grow new opportunities.
Key Responsibilities:
ยท Client Relationship Management: building and maintain strong relationships with key decision-makers and client companies
Benefit Plan Analysis: analyzing current benefit plans, identifying areas for improvement and recommending optimal coverage options
Renewal Process & Open Enrollment: Managing the annual renewal process, including negotiating with insurance carriers; assisting clients with open enrollment activities
Claims Management: Addressing client concerns regarding claims issues, working with carriers to resolve disputes
Compliance: Ensuring compliance with all relevant regulations and laws pertaining to employee benefits
Sales Support: Collaborating with sales teams to present proposals to potential clients
Skills for Success in this Role:
Strong understanding of employee benefits products, including health, dental, vision, life and disability plans
Excellent communication and interpersonal skills to build rapport with clients and present complex information
Analytical skills to assess client needs, develop proposals, and interpret data
Proven track record in account management and client retention
Requirements:
At least 3 years experience in the employee benefits industry or related industries
A GED or high school diploma is required; Bachelors degree is a plus
Must hold or be willing to earn appropriate insurance license
Proficiency in MS Office products
