Benefits Account Manager

Employee Benefits Account Manager

Location: Kansas City, MO

Our Client is a leading global insurance broker, they provide peace of mind by protecting what matters most through tailored insurance solutions and unrelenting advocacy. Their team of professionals represents a unique aggregation of entrepreneurs and leaders recognized for excellence throughout the insurance community, with over 450 offices in North America offering a competitive, exciting, and friendly work environment.

The Ideal Candidate and Job Duties

You are the perfect fit if you seek a progressive work environment, desire to help others protect their future, possess an entrepreneurial spirit, focus on learning and development, are a self-starter, and believe in integrity and building success through relationships.

Job Duties:

  • Provide professional and courteous service to clients, carrier representatives, business partners, and colleagues.

  • Support Producers in obtaining, maintaining, and expanding business.

  • Identify opportunities for cross-sell and up-sell of products and services.

  • Work independently and with Producers and Account Executives to deliver services to clients.

  • Produce policy-related documents and ensure their accuracy.

  • Analyze and recommend insurance plans based on clients' needs.

  • Resolve complex service issues between clients and insurance carriers.

  • Document transactions accurately and maintain data in management systems.

  • Support, mentor, and train lower-level colleagues.

Qualifications

  • Insurance license required.

  • Four-year college degree preferred, with at least 2 years of applicable employee benefits experience.

  • Strong listening, discerning, and prioritizing abilities.

  • Excellent written and oral communication skills.

  • Proficiency with Microsoft Office Suite.

  • Ability to utilize and be proficient in broker management systems.

  • Strong organizational and time management skills.

Additional Information

  • Department: Account Management & Service

  • Required Experience: 5-7 years of relevant experience

  • Required Travel: No travel required

  • Required Education: Bachelor's degree (4-year degree)

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