Senior Employee BenefitsAccount Manager
Job Opportunity at Hidden Jobs 4 You

Posted on Jul 15    847-543-1883

Location: White Plains, NY
Job Type: Full Time
Job ID: W4137876

Senior Employee Benefits Account Manager

White Plains, NY

You will work in collaboration with the Manager and the service team and is responsible for the strategic management of client’s employee benefit plans and objectives.

You are also responsible for developing and maintaining relationships with other internal and external business partners and carriers.


You are responsible for strategic management of assigned book of business in conjunction with Manager to understand the client’s business and assist in developing Employee Benefit programs and initiatives that support the client’s goals and objectives.

Your role also delivers enrollment, benchmarking, financial and utilization data based on financial review standards and make recommendations as appropriate.

You will coordinate and ensures a smooth transition process for new customers.

This includes identifying opportunities for adding other lines of coverage or services. Educates clients concerning the regulatory environment and assists clients with compliance issues as necessary.

You will act as project manager by clearly communicating and collaboratively guiding the account team to execute customer specific initiatives which deliver unique value through the execution of client specific business plans, service timelines, and corporate communication.

Coordinates and oversees the renewal process, including marketing activities, understanding underwriting and renewal development, and negotiating on behalf of client.

Follows agency policies and procedures including reviewing client contracts, maintaining client files, HIPAA compliance, and agency audits among others. Ensures accuracy of all Agency management system information for marketing, benchmarking and other purposes. Updates on-going activity in Agency management system.

You pro-actively maintains relationships with internal and external business partners and carriers.

You participate in special projects/teams, assists in workflow review and improvement initiatives, and performs all other activities inside and outside of job scope.


3 to 6 years of account management work in a broker or agency.

CEBS classes or designation is a plus

The requirements listed below are representative of the knowledge, skill, and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

College degree or equivalent experience.

Certificates, Licenses, Registrations

All applicable insurance licenses

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