Senior Account Manager

Employee Benefits Senior Account Manager

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The Employee Benefits Senior Account Manager will assist clients with service needs, update existing accounts as needed, and consistently maintain established quality and service standards. The EB Senior Account Manager is also responsible for service and marketing activities related to new and existing clients.

• Check new and renewal policies, endorsements, and audits for accuracy in rating, content, coverage, signatures, and input data per guidelines.
• Maintain own suspense file on outstanding orders, correspondence, reports, and follow up on overdue and suspense items; maintain expiration control log.
• Maintain contact with clients as necessary, including calling on customers (i.e., Enrollment meetings).
• Set up open enrollment meetings with customers, as well as any carrier reps that are needed, and be responsible for all coordination.
• Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs (includes Newsletter).
• Respond to phone calls from clients and companies and comply with the request and/or refer to the producer; help the client resolve claim problems.
• Determine reasons for requests for cancellations, act to save accounts, notify producers according to agency guidelines; process and follow up on cancellation requests to carriers to ensure accurate and timely resolution.
• Refer current and prospective clients to the Commercial and Personal Lines Department for solicitation of those lines of business.
• Handle daily correspondence on time.
• Maintain a weekly log of new business submitted, quotes issued, and policies written, with information coordinated with management using agency reporting systems.
• Market new and renewal accounts, in collaboration with the producer, or on their own if the producer is unavailable.
• Make sure all proposals and submissions, including applications, are complete, accurate, and meet company requirements; review existing coverage with the producer or insured and update specifications; compile and review experience.
• Keep a record of each account marketed, the carriers used, and the current status.
• Stay informed as to market availability, competitive markets used by others, and continuously expand knowledge of markets; attend carrier seminars to bolster continuous learning and share with the team upon return.
• Check or determine correct rates and premiums for requested coverage on new and renewal accounts.
• Develop and expand agency relationships with existing companies.
• Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions.
• Participate in seminars and other training to maintain required licenses and for knowledge and skill development.

This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; other duties may be assigned as needed. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.

• 5 – 7 Years of previous employee benefits experience preferred.
• 4‑Year degree preferred.
• CPCU, CIC, or Life Insurance Industry designation(s) preferred.

• Understanding of employee benefit insurance markets.
• Thorough understanding of financial services, underwriting, and coverage.
• Solid negotiation skills.
• Contract review and coverage analysis.
• Strong computer skills with the Microsoft Office suite (Excel, Word, Outlook, Teams, PowerPoint, etc.).
• Effective utilization of Agency Management systems.
• Strong compliance knowledge of ACA, HIPAA, COBRA, and complex HR issues.
• Ability to work within a fast‑paced, changing‑priority environment.
• Self‑motivated, with initiative to prioritize and be self‑directed.
• Regular and punctual attendance is required.
• Effective verbal and written communication.
• Excellent interpersonal skills across all levels.
• Promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency.
• Adhere to company policies and procedures, maintaining strict confidentiality.

• Fast‑paced, multi‑tasking office environment with periodic high disruption and changing priorities.
• 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently.
• Lift up to 20 pounds occasionally.
• Occasional overnight travel to client/customer destinations.
• Requires operation of a computer workstation, including keyboard and video display.
• All requirements may be modified to reasonably accommodate physical or mental impairment.

Mid‑Senior level

Full‑time

Sales and Business Development

Insurance

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