Comp: $65K to $75K
Build Your Career in Employee Benefits
Are you looking to grow your career in the insurance industry with a company that values exceptional client service, professional development, and teamwork?
Our client, a well-established independent insurance brokerage, is seeking a Benefits Insurance Account Manager to join their growing team. This is an excellent opportunity for someone who enjoys helping clients, thrives in a fast-paced environment, and wants to expand their expertise in employee benefits and health insurance.
If you’re organized, detail-oriented, proactive, and enjoy building relationships while solving problems, we’d love to hear from you.
What You’ll Do
As the Benefits Insurance Account Manager, you’ll serve as a trusted resource for clients while managing the day-to-day administration of employee benefit plans.
Key Responsibilities
- Deliver exceptional customer service by responding to client questions regarding coverage, eligibility, billing, claims, and policy changes.
- Handle inbound client inquiries promptly and professionally while serving as the primary liaison with insurance carriers.
- Prepare Requests for Proposal (RFPs), benefit quotes, comparison spreadsheets, and presentation materials for prospective and existing clients.
- Manage the complete new business process, from proposal through implementation and enrollment.
- Coordinate new group plan installations and ensure all required documentation is completed accurately and on time.
- Obtain and analyze renewal offers from insurance carriers and prepare competitive benefit comparisons and recommendations.
- Utilize Salesforce CRM to manage client accounts, renewals, tasks, and reporting.
- Identify opportunities to cross-sell additional insurance products and services.
- Stay current on industry regulations, carrier guidelines, and benefit plan changes.
- Help maintain internal training materials and knowledge resources for the team.
What We’re Looking For
- 2–5 years of insurance experience, preferably in group health insurance
- Strong customer service and relationship-building skills
- Excellent communication, organization, and critical thinking abilities
- High attention to detail with the ability to manage multiple priorities independently
- Proficiency with Microsoft Office, especially Excel
- Experience with Salesforce CRM is a plus
Licensing Requirements
- Pennsylvania Life, Accident & Health Insurance License preferred.
- Candidates who are not currently licensed will be supported in obtaining their license within 60 days of hire.
Why Join?
- Join a respected and growing independent insurance brokerage.
- Opportunity to build expertise in employee benefits and health insurance.
- Collaborative, team-oriented work environment.
- Professional development and licensing support.
- Stable, long-term career opportunity with room for growth.
