Our client a respected independent insurance brokerage specializing in commercial personal and group benefits lines is seeking a skilled Benefits Account Manager to manage fully insured accounts and possibly level and selffunded groups ranging from 51 to 400 lives.
This role requires strong analytical skills confidence in using MS Excel and the ability to communicate effectively with clients and carriers.
The Benefits Account Manager will oversee all aspects of carrier administration and negotiations facilitate open enrollment and manage benefits software administration.
This is an inoffice role located in Mesa AZ with potential for a hybrid arrangement depending on performance and culture fit.
The position requires regular attendance at client meetings so candidates must be within driving distance of the Mesa office.
Responsibilities :
- Manage fully insured accounts and if applicable level and selffunded groups (51400 lives).
- Administer carrier negotiations policy administration and facilitate open enrollments.
- Provide benefits software administration and ensure all systems run smoothly.
- Utilize MS Excel for reporting writing formulas analyzing quotes and differentiating between plan options.
- Communicate effectively with clients and carriers presenting plan options and insights.
- Attend inperson client meetings regularly.
- Ensure compliance with industry regulations and standards.
- Work closely with producers to ensure clients are satisfied though client acquisition and renewals are not part of this role.
Qualifications :
- 5 years of experience in benefits account management with a focus on the 51 market.
- Proficient in MS Excel with the ability to create reports formulas and analyze data.
- Strong communication and presentation skills; able to explain plan options and quotes clearly to clients and carriers.
- Experience in carrier negotiations and administering open enrollments.
- Knowledge of compliance requirements in the insurance and benefits sector.
- Experience using Applieds EPIC (agency management system) is a must.
- Independent broker experience only; no candidates from carriers TPAs or captive agencies will be considered.
This role offers a competitive salary and a comprehensive benefits package including employerpaid medical dental vision and 401k benefits.
If youre an experienced and detailoriented benefits professional with a strong background in insurance and a desire to work in a collaborative clientfocused environment we encourage you to apply!
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