Account Manager, Employee Benefits-Chicago, IL

This opportunity is within a fast-growing division of a leading independent agency in the Midwest and one of the largest in the nation.  They are currently seeking a dynamic individual to join their team as a Group Benefits Account Manager.  The ideal candidate is self-motivated, well-organized, and looking for a challenging career opportunity. 

Group Benefits Account Manager Responsibilities:

• Provide marketing and client services for designated prospects and clients.
• Independently manage the market submission (RFP) process, secure information to effectively market to all carrier partners, prepare all new and renewal submissions for marketing, request data from insurance companies, review proposals and complete benefit and rate comparison, and communicate strategies with the client.
• Stay abreast of markets, products, and carrier competitiveness to provide a comprehensive product portfolio to the client.
• Act as a liaison between the client and insurance companies in order to resolve all normal service issues regarding billing, claims, eligibility, and other customer service issues.

Group Benefits Account Manager Requirements:

• Bachelor's degree required.
• 3-5 years of applicable experience in a brokerage/retail agency environment.
• IL Life/Health license required.
• Experience with self-funded medical plans and an agency management system preferred.
• Additional designations such as RHU, REBC, and CEBS preferred.

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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Employee Benefits Account Manager-San Antonio, TX

Our client is a well-respected regional insurance agency that has been around for over fifty years.  They have multiple offices throughout Texas and currently have a need for an Employee Benefits Account Manager in their office in San Antonio.  They are seeking a dynamic individual who will support the external customers by providing quality service implementation and delivery, and internal customer service through effective team communication, development, and management. The success of this role is measured by positive internal team development, external customer satisfaction, effective quality service delivery, and overall account retention.

Employee Benefits Account Manager Responsibilities:

• Review quotes to ensure they match the benefits requested on the RFP and notify the support specialist in the event additional plan designs are required.
• Choose plan design recommendations and consult with producers as necessary.
• Review spreadsheets for accuracy and to ensure all documents are included in a proposal.
• Conduct client enrollment meetings in the absence of the Account Executive or Producer.
• Educate and encourage utilization of agency’s internal resources.
• Perform daily client service as main point of contact internally for questions/issues.

Employee Benefits Account Manager Requirements:

• Bachelor’s degree or equivalent professional experience required.
• 3-5 years of progressive account management experience, preferably with an agency.
• State Life & Health license required.

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.

Check out some of my recent articles on the blog here:

Get Lucky!  Four Things you can Learn from Daft Punk's Success and Apply to your Career

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The Six Biggest Challenges Faced by Insurance Producers

How Insurance Producers Can Use Social Networking to Increase Sales

Four Skills that Every Account Manager Needs to Succeed

Bad Customer Service Experiences

Four Keys to a Great Reference

Three Things that Account Managers Should Do

Employee Benefits Account Manager-Dallas, TX

Our client is an independent agency that has offices across the country and is one of the top tier brokers in the nation. They are currently seeking a dynamic individual to join their team as a Group Benefits Account Manager for their Employee Benefits team.

Employee Benefits Account Manager Responsibilities:

• Provide marketing and client services for designated prospects and clients. Independently manage the market submission (RFP) process, secure information to effectively market to all carrier partners, prepare all new and renewal submissions for marketing, request data from insurance companies, review proposals and complete benefit and rate comparison, and communicate strategies with the client.
• Stay abreast of markets, products, and carrier competitiveness to provide a comprehensive product portfolio to the client.
• Act as a liaison between the client and insurance companies in order to resolve all normal service issues regarding billing, claims, eligibility, and other customer service issues.

Employee Benefits Account Manager Requirements:

• 3-5 years of applicable experience in a brokerage/retail agency environment.
• TX Life/Health license required.
• Experience with self-funded medical plans and an agency management system preferred.
• Additional designations such as RHU, REBC, and CEBS preferred.

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.

Check out some of my recent articles on the blog here:

Get Lucky!  Four Things you can Learn from Daft Punk's Success and Apply to your Career

Peyton Manning's Amazing Comeback and How You Can Apply it to your Career

Learning from Microsoft's Mistakes and Applying it to your Career as a Producer/Salesperson

The Six Biggest Challenges Faced by Insurance Producers

How Insurance Producers Can Use Social Networking to Increase Sales

Four Skills that Every Account Manager Needs to Succeed

Bad Customer Service Experiences

Four Keys to a Great Reference

Three Things that Account Managers Should Do

Employee Benefits Account Manager-Austin, TX

Our client is a growing independent insurance agency looking to add an Employee Benefits Account Manager to their team.  The ideal candidate will be serving in a similar role for another agency and could jump right into this position with little or no ramp-up time.

Employee Benefits Account Manager Responsibilities:

• Provide marketing and client services for designated prospects and clients. Independently manage the market submission (RFP) process, secure information to effectively market to all carrier partners, prepare all new and renewal submissions for marketing, request data from insurance companies, review proposals and complete benefit and rate comparison, and communicate strategies with the client.
• Stay abreast of markets, products, and carrier competitiveness to provide a comprehensive product portfolio to the client.
• Act as a liaison between the client and insurance companies in order to resolve all normal service issues regarding billing, claims, eligibility, and other customer service issues.

Employee Benefits Account Manager Requirements:

• 3-5 years of applicable experience in a brokerage/retail agency environment.
• TX Life/Health license required.
• Additional designations such as RHU, REBC, and CEBS preferred.

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.

Check out some of my recent articles on the blog here:

Get Lucky!  Four Things you can Learn from Daft Punk's Success and Apply to your Career

Peyton Manning's Amazing Comeback and How You Can Apply it to your Career

Learning from Microsoft's Mistakes and Applying it to your Career as a Producer/Salesperson

The Six Biggest Challenges Faced by Insurance Producers

How Insurance Producers Can Use Social Networking to Increase Sales

Four Skills that Every Account Manager Needs to Succeed

Bad Customer Service Experiences

Four Keys to a Great Reference

Three Things that Account Managers Should Do

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.

Check out some of my recent articles on the blog here:

Get Lucky!  Four Things you can Learn from Daft Punk's Success and Apply to your Career

Peyton Manning's Amazing Comeback and How You Can Apply it to your Career

Learning from Microsoft's Mistakes and Applying it to your Career as a Producer/Salesperson

The Six Biggest Challenges Faced by Insurance Producers

How Insurance Producers Can Use Social Networking to Increase Sales

Four Skills that Every Account Manager Needs to Succeed

Bad Customer Service Experiences

Four Keys to a Great Reference

Three Things that Account Managers Should Do

Employee Benefits Account Manager-Troy, MI

Our client is a regional insurance agency that is poised for growth and considering the addition of an Account Manager in their group benefits division for their upcoming client service needs. The ideal candidate will have a strong understanding of employee benefits, a solid work ethic, and a can-do attitude to provide world class service to clients and prospects.

Employee Benefits Account Manager Responsibilities:

• Assist account team in servicing the employee benefit clients.
• Utilize technical expertise to retain present clients.
• Administer marketing and renewal functions.
• Assist clients with daily service functions.
• Coordinate and execute the implementation of new and existing clients.
• Assist account team in preparing RFPs and renewals of benefits coverages.

Employee Benefits Account Manager Requirements:

• 3-5 years of applicable industry experience, preferably in a retail agency setting.
• State Life/Health license required.
• Professional designations (CEBS, RHU, GBA, etc.) a plus.

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.

Check out some of my recent articles on the blog here:

Get Lucky!  Four Things you can Learn from Daft Punk's Success and Apply to your Career

Peyton Manning's Amazing Comeback and How You Can Apply it to your Career

Learning from Microsoft's Mistakes and Applying it to your Career as a Producer/Salesperson

The Six Biggest Challenges Faced by Insurance Producers

How Insurance Producers Can Use Social Networking to Increase Sales

Four Skills that Every Account Manager Needs to Succeed

Bad Customer Service Experiences

Four Keys to a Great Reference

Three Things that Account Managers Should Do

Employee Benefits Account Manager-Denver, CO

Our client is a leading regional independent agency and is growing dramatically in their Denver area office. They are currently seeking a dynamic individual to join their team as an Account Manager for their Employee Benefits team. The ideal candidate will be serving in a similar role for another large agency and can step right in without any ramp up time.

Employee Benefits Account Manager Responsibilities

• Provide marketing and client services for designated prospects and clients. Independently manage the market submission (RFP) process, secure information to effectively market to all carrier partners, prepare all new and renewal submissions for marketing, request data from insurance companies, review proposals and complete benefit and rate comparison, and communicate strategies with the client.
• Stay abreast of markets, products, and carrier competitiveness to provide a comprehensive product portfolio to the client.
• Act as a liaison between the client and insurance companies in order to resolve all normal service issues regarding billing, claims, eligibility, and other customer service issues.

Employee Benefits Account Manager Requirements

• 3-5 years of applicable experience in a brokerage/retail agency environment.
• CO Life/Health license required.
• Additional designations such as RHU, REBC, and CEBS preferred.

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.

Check out some of my recent articles on the blog here:

Peyton Manning's Amazing Comeback and How You Can Apply it to your Career

Learning from Microsoft's Mistakes and Applying it to your Career as a Producer/Salesperson

The Six Biggest Challenges Faced by Insurance Producers

How Insurance Producers Can Use Social Networking to Increase Sales

Four Skills that Every Account Manager Needs to Succeed

Bad Customer Service Experiences

Four Keys to a Great Reference

Three Things that Account Managers Should Do