Job Details

EB Account Manager - Small Group

Employee Benefits Account Manager (Remote)

Earn a base salary of up to $70k + earn 5% on your book of business equaling up to $100k in total compensation. Share with your producer in the spoils!

Our client isa Top 20 nationwide insurance brokerage firm headquartered in the heart of Fairfax County. For 30 years, our client has remained a leader in employee benefits, HR consulting, and business insurance. This broker is a Top 20 WDC regional firm and is well respected for their focus on family-friendly work culture.

This opportunity offers:

• Opportunity to be empowered and enabled
• Make 5% commissions on your book of business
• Work/Life Balance: Family-oriented
• Significant opportunity for professional growth
• Young and Energetic Corporate Culture
• A challenging mix of fully-insured, level-funded, and self-funded products
• Work on a variety of clients in the 100 - 500 lives segment

• Manage renewal and new business carrier/vendor marketing and analysis using workflows.
• Implementation for all assigned renewals within target timelines
• Manage a book of business consisting of mid-market accounts in the 50 - 500 lives segment.
• Manage a variety of fully-insured, level-funded, and self-funded accounts.
• Coordinate and present benefit information for open enrollment.
• Create benefit communication materials and presentations.
• Document agency management system for client information, plans and documents.
• Lead client service calls.
• Act as the primary backup to Account Executive and Client Advocate
• Educate, train and mentor service team members and delegate tasks.
• Handle escalated client eligibility, billing and claim requests.
• Attend client meetings both in person and virtual as needed.
• Maintain high retention of existing clients and client satisfaction

• Project management skills, follow through.
• Working knowledge of level and self-funded products and structure
• Attention to detail, organized, flexible, and ability to multi-task.
• Time-management and prioritization skills are essential.
• Ability to work effectively as part of a team and individually assigned tasks.
• Professional, poised and courteous.
• Assertive, motivated and strong interpersonal skills.
• Patient, empathetic and diplomatic.
• Reliable, committed and a team player.

• Active Life & Health Insurance license.
• A minimum of 3 years employee benefits service experience.
• At least 2 but prefer 3 years of experience managing a book of business in the 50+ lives market.
• Local resident (MD, DC, VA) preferred to attend OE meetings as needed
• Experience with agency management systems, vendor and carrier systems.
• Experience with Microsoft Outlook, Word, Excel, PowerPoint.
• Excellent verbal, written and communication skills.
• Experience with level and self-funding preferred.

• Salary for this position is commensurate with qualifications and experience.
• This position offers bonus opportunities based on the department's performance in meeting or exceeding various retention, new business and client satisfaction goals.
• Our agency offers a wide range of benefits including health, dental, Life, STD, LTD and 401K benefits.