Title: Sr. Employee Benefits Account Manager

Location: Conshohocken, PA (2-3x a week in office)

Compensation & Benefits: Dependent upon experience (bonus eligible) + holistic benefits package

Our client, a nationally recognized Employee Benefits Firm, has a need for an experienced Sr. Employee Benefits Account Manager to join their team. This position is open due to growth. As a AM, you will be responsible for day to day servicing and will have a team of junior analyst to support you and your book. Very visible position and will be working closely with the Director and Practice Manager.

• Individual would manage a book of business comprised of clients that are located both locally and nationally that are mostly fully insured, but may include some self-insured clients.
• Resolve the most complex customer service problems directly
• Responsible for acting as the primary contact between clients and insurance carriers and retaining clients through customer service which includes open and clear communication channels with clients, producers and internal partners. Ensure accurate and timely responses occur between all parties.
• Responsible for the marketing process which includes obtaining client census and quotes, preparing and submitting bid specifications and evaluating the results in preparing recommendations for clients
• Act as an outward-facing, dedicated resource for assigned accounts, typically with direct client contact (not call center) on assigned accounts
• Build relationships with employer/group clients (not individual members) and serve as the primary point of contact for overall and day-to-day service delivery
• Represent client internally and coordinate with other functions to implement client systems, complete projects, and address ongoing service needs
• Take lead on designated renewals; prepare renewal information
• Oversee new client set-up, renewals, and open enrollment meetings
• Establish and preserve a solid business rapport with clients and vendors
• Discuss with clients applicable legislation and market trends
• Coach and assist less tenured client services staff
• Educate, advises and aid clients on all Compliance topics including, but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform.
• Additional responsibilities as assigned

Preferred Qualifications

• Bachelor's Degree preferred, not required
• Life, Accident, and Health Insurance License
• Experience managing a book of business
• Open enrollment and renewal experience

#QUAD

Job Type: Full-time

Contract type:

• Permanent

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid remote

Ability to commute/relocate:

• Conshohocken, PA 19428: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• Bachelor's (Preferred)

License/Certification:

• Life, Accident, and Health Insurance License (Preferred)

Work Location: Hybrid remote in Conshohocken, PA 19428

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