Provide administrative support to Account Executive and Senior Account Management team
Assist in creating presentation materials, spreadsheet reviews
Execute day to day service transactions for clients to ensure retention within optimal time frames
Act as client liaison between senior account management, account executive, and consultants
Responsible for completing documents pertaining to customer administration, including Compliance, Analytics, and Wellness
Meet client expectations regarding enrollment, billing and service matters
Maintain working knowledge of vendors, carriers, and insurance products
Actively participate in renewal strategy, execution of marketing, review of marketing results, and presentation
Submit new business and process renewal(s) to carrier(s)
Utilize agency technology in software applications including agency management systems, document management systems and workflows
Perform other duties as assigned by management

Bachelor's degree
1+ years employee benefits Insurance experience with insurance carrier or brokerage firm
Life & Health Insurance license
Knowledge of all types of funding
Excellent communication skills; verbal and written
Proficient with Microsoft office products Excel, Power Point, Word
Ability to thrive in a collaborative, team-oriented environment

Employee Benefits Account Manager

Key skills