Benefits Consultant

Job Title

EB Large Group Senior Account Manager

Seeking an EB Large Group Senior Account Manager for a top 5 national retail broker. The role supports a private equity-M&A practice.

Large Group, self‑funding experience and other alternative funding preferred. Supports accounts in the 100‑5k+ lives range.

$/yr - $/yr

Annual Bonus

• Maintains accurate client information to provide day‑to‑day client support and address intermediate‑level client inquiries.
• Assists in the development of strong business relationships with appropriate insurance carrier personnel. Recognizes and satisfies carrier goals and objectives to enhance business relationships.
• Conducts quarterly service status calls to assigned book of business clients.
• Assists in completion and processing of applications; schedules, prepares for, and supports open enrollment meetings.
• Supports client retention by maintaining a positive relationship and image with clients.

• Supports enrollment, benchmarking, financial and utilization data based on financial review standards.
• Maintains all client information in accordance with both company procedures and HIPAA regulations. Follows company procedures to achieve positive audit results.
• Ensures accuracy of account information for new and renewal policies, endorsements, and audits. Works with carrier to ensure accuracy of client information and forms, and communicates any outstanding or impactful topics from the carrier back to the client.
• Oversees installation of the group on renewal, finalizes enrollment with carrier, and reports results to team members.

Mid‑Senior level

Full‑time

Project Management, Marketing, and Customer Service

Insurance, Insurance and Employee Benefit Funds, and Insurance Agencies and Brokerages

• Medical insurance
• Pension plan
• Tuition assistance
• Paid paternity leave
• 401(k)
• Vision insurance
• Disability insurance
• Paid maternity leave
• Student loan assistance