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United States
Onsite
Not Available
This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for an Account Manager – Employee Benefits – Mid Market based in the United States
In this role, you will manage client relationships and oversee the delivery of employee benefits insurance services for mid-market accounts. You will serve as a key point of contact for assigned clients, ensuring their coverage needs are met while identifying opportunities to expand existing business. Working closely with producers, brokers, and internal teams, you will coordinate renewals, develop insurance proposals, negotiate competitive terms, and support clients throughout the policy lifecycle. You will combine technical insurance knowledge with strong relationship management and commercial skills to strengthen client retention and satisfaction. This opportunity offers the chance to contribute to a growing insurance brokerage environment while building long-term client partnerships.
Manage day-to-day client service and the overall administration of assigned employee benefits accounts and insurance policies.
Support producers in identifying and developing new business opportunities among existing clients and prospective customers.
Initiate renewal processes and collaborate with producers to establish appropriate renewal strategies.
Analyze clients' current coverage and exposures, preparing renewal and new business specifications for marketing.
Coordinate insurance marketing activities, negotiate rates, and review quotations and coverage options for competitiveness and accuracy.
Analyze and summarize marketing results and prepare client proposals and presentations in collaboration with producers.
Finalize proposals, coordinate presentations, and support the binding of insurance coverage.
Prepare insurance binders, certificates, policy summaries, and coverage schedules as required.
Review policies and contracts to verify accuracy and ensure alignment with agreed coverage terms.
Respond to client accounting inquiries, investigate discrepancies, review account histories, and follow up on outstanding receivables.
Collect fees and resolve outstanding balances within 90 days of the invoice date.
Support claims activities, including claim submissions, follow-ups, and communication with relevant stakeholders.
Provide technical guidance to colleagues supporting client requirements and procedural matters.
Keep brokers informed of relevant client developments and opportunities that may affect retention.
Meet with clients as needed to address service requirements and support account development.
Maintain accurate and complete client records in accordance with agency management system standards.
Associate's degree or an equivalent combination of education and relevant professional experience.
At least 6 years of related work experience in insurance account management, employee benefits, or a similar field.
Valid insurance license, with the ability to maintain continuing education requirements for license renewal.
Strong understanding of insurance policies, coverage analysis, renewals, marketing, and account servicing.
Experience managing client relationships and supporting new business development and account retention.
Ability to analyze insurance quotations, negotiate rates, prepare proposals, and review policy documentation.
Familiarity with claims coordination, billing inquiries, receivables, and account reconciliation.
Proficiency in Microsoft Office applications.
Excellent written and verbal communication skills.
Strong customer service abilities, including professional telephone communication and active listening.
Good leadership, problem-solving, organizational, and time-management skills.
Ability to work collaboratively, support colleagues, and contribute to a strong team environment.
Annual salary range of $115,000–$125,000.
Competitive financial compensation package.
Comprehensive employee benefits and programs designed to support employees' needs now and in the future.
Opportunity to develop long-term client relationships and contribute to business growth.
Professional environment with opportunities to apply and strengthen insurance and account management expertise.
Equal opportunity workplace committed to fair consideration of qualified applicants.
Workplace accommodations available during the application process upon request.