Licensed Employee Benefits Manager

Job Summary

Managing a block of small employee benefits accounts, the full-time Licensed Employee Benefits Manager will serve as the primary contact for clients, ensuring day-to-day servicing, retention of policies, and growth of the business while working remotely.

Key responsibilities

• Develop and maintain relationships with clients, carriers, and team members to ensure effective account management
• Service all aspects of customer inquiries and manage policy retention in accordance with agency procedures
• Utilize back office support to enhance client relationships and promote growth through account rounding and new business initiatives

Required qualifications

• 3 to 5+ years of Employee Benefit Retail Insurance experience
• Active Life & Health Insurance License
• Proficiency with core Benefits insurance coverages and carrier online platforms
• Ability to maintain confidentiality and demonstrate exceptional organizational skills
• Strong understanding of customer challenges and ability to provide effective solutions