Monday, February 17, 2014

Employee Benefits Account Manager-Charlotte, NC

A Group Employee Benefits Account Manager in this independent insurance agency will be responsible for working alongside a senior team manager who supports a large client base with a lot of the new groups written by the agency in 2013 as well as the majority of self-funded groups included in this book.  This is an important position that requires a team player with a positive attitude who is able to organize, delegate and tackle projects related to marketing, client management, onboarding, communication strategies and renewals.

Employee Benefits Account Manager Responsibilities:
  • Work with client service team to determine bid and renewal strategy for current accounts.
  • Provide detailed plan design, cost analysis, group demographics and employee census information; handle benchmarking as well as trend and claims history analysis.
  • Prepare RFPs and analyze proposals for premium verification and rate competitiveness.
  • Serve as the primary point of contact for policy administration throughout the year.
  • Help coordinate marketing and communication materials as well as enrollments and vendor relationships.

Employee Benefits Account Manager Requirements:
  • At least three (3) years of group employee benefits account management insurance experience is required; must have exposure to group medical products and understand the underwriting and sales cycle, implementation of client service strategies and interacted directly with insureds (preferably groups of at least 50-100 employees) to answer questions about plans and work on enrollments and renewals.
  • Strong analytical and financial underwriting background; proficiency in Microsoft Excel and PowerPoint is a critical.
    State insurance license.
  • This is a salaried position with a full benefits package.  No travel is required.  This is a full time position where the company has some flexibility on work schedules.

Please contact Scott Thompson for immediate confidential consideration and additional details. 
Email: sthompson@insurance-csg.com
Phone: 515-216-5455

See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.


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