Senior Account Manager – Middle Market Employee Health & Benefits: Self-Funding Expert

Role Overview

As a Senior Account Manager, your role is to ensure the successful delivery of services to clients by creating and implementing customized service plans. You are responsible for building strong relationships with clients, understanding their needs, negotiating coverage, and managing proposals and renewals.

What You Will Do

You will engage in strategic planning for clients, understanding the full scope of their business, and create detailed analyses and presentations for prospect or client meetings.

Why It Might Be a Fit

We are looking for a self-starter with good time management skills to meet deadlines, strong financial acumen, and the ability to interpret complex self-funded policies.

Requirements

• 5+ years previous insurance experience in applicable insurance products/lines, various funding mechanisms and Employee Benefit techniques
• Negotiating contracts, leading renewal meetings and presenting at open enrollment meetings
• Being a self-starter; a highly organized problem solver with good time management skills to meet deadlines
• Creating detailed analyses and presentations for prospect or client meetings
• Reviewing the accuracy of others’ work on a project or task
• Strong proficiency with Excel Spreadsheets, Word Documents, PowerPoint and navigating in Agency Management Systems
• Strong financial acumen and ability to interpret complex self-funded policies
• Guiding others on a fast paced, high-energy team while maintaining a positive attitude

Benefits

• Medical, dental, vision, Employer-paid HSA contributions and 401k match and more
• The flexibility to work at home or an office, based on your discretion and schedule, for most positions
• Start with 20 days of paid time off
• Tuition reimbursement and a culture of learning that offers designation/certification support and bonuses
• A paid day off to volunteer and company-organized volunteer events
• Up to $1,000 per year in matching charitable donations
• Up to $750 per year in wellness rewards
• All the nitro cold brew coffee and sparkling water you can drink