Employee Benefits Account Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee a dedicated portfolio of small employee benefits accounts generating revenue between $350,000 and $500,000.

• Act as the primary liaison for clients.

• Manage the daily servicing of accounts.

• Ensure business retention and growth by coordinating resources for new business and renewals.

• Build and sustain relationships with clients, carriers, team members, the India team, and Implementation Consultants.

• Oversee all customer service functions in line with Patra and agency protocols.

• Administer policy retention.

• Foster growth through account rounding and acquiring new business.

• Keep client and policy information updated in the agency management system, including tasks, activities, attachments, and email initiation.

• Leverage the India team for established workflows.

• Advise clients on policy coverages, modifications, exclusions, and insurance needs.

• Address inquiries, concerns, emails, and faxes within 24 hours and return phone calls on the same day.

• Remain informed about market trends and maintain technical knowledge of small-group employee benefits products and tools.

• Identify opportunities for efficiency and revenue enhancement for Team Leads.

• Maintain a paperless workflow.

• Perform additional duties as assigned.

⛳️ Requirements

• 3 to 5+ years of experience in Employee Benefit Retail Insurance.

• Active Life & Health Insurance License.

• Strong understanding of core Benefits insurance coverages.

• High proficiency with carrier online platforms.

• Ability to communicate effectively and professionally with clients and internal teams.

• Demonstrated sense of urgency, initiative, responsiveness, and attention to detail.

• Capacity to maintain the utmost confidentiality.

• Competence in managing multiple tasks concurrently.

• Outstanding organizational skills with the ability to meet deadlines.

• High energy level and a strong orientation towards teamwork.

• Self-starter with exceptional organizational abilities.

• Capability to understand customer challenges and collaborate with them to find solutions.

• Excellent verbal and written communication skills.

• Proficient in computer, internet, and Microsoft applications.

• Patience and willingness to engage effectively with offshore employees based in India.

• Minimum internet speed of 6 Mbps download and 3 Mbps upload; direct connection to modem is required; no satellite connection.

🏝️ Benefits

• Competitive Salary.

• Comprehensive Benefits.

• Paid Time Off (PTO).

• Opportunity to work remotely from the United States only.