benefits account manager

Marsh McLennan Agency

<div><h2 class="jobSectionHeader"><b>Company:</b></h2>
Marsh McLennan Agency
<p></p><h2 class="jobSectionHeader"><b>Description:</b></h2>
<p></p><p><b>JOB TITLE: </b>Benefits Account Manager</p>
<p><b>JOB TYPE: </b>FLSA Non-Exempt</p>
<p></p><p><b>ESSENTIAL DUTIES &amp; RESPONSIBILITIES:
</b></p><p><b>Documentation
</b></p><p>Benefit Point &amp; ImageRight</p>
<p>Enter client data into Benefit Point adequate to complete following:</p>
<ul><li>RFP&rsquo;s</li>
<li>Prospect/opportunity Report</li>
<li>Update Client Rates and Plans tab with final agreed information within 5 workdays of client acceptance of renewal or new business presentation</li>
</ul><p></p><p><b>Customer Service
</b></p><ul><li>Provide support for Account Executive through duties and responsibilities listed this Job Description and Benefits Timeline.</li>
<li>Research and answer questions regarding benefit plans, claims and billings for client, update Benefit Point activities and adhere to the Benefits Timeline</li>
<li>Assist bSwift team with set-up of client web site as directed by Benefits Operations Manager.</li>
<li>Maintain on-line client binder as per department guidelines</li>
<li>Coordinate workflows as per activities created as per Benefit Timeline</li>
<li>Begin to act as a lead for other Account Manager&rsquo;s in the absence of the Account Executive</li>
</ul><p></p><p><b>Marketing
</b></p><ul><li>Request for Proposal (RFP) &ndash; Create and release to Carriers by due date as per Benefit Timeline</li>
<li>Create and maintain marketing binder as per Department Guidelines and Benefit Timeline</li>
<li>Follow up with carriers to ensure they have everything needed to quote, submit any missing information, review quotes as they are received to ensure they are correct and received by the deadline as per RFP timelines.</li>
<li>Spreadsheets &ndash; Prepare and review for accuracy as per Department Guidelines and Benefit Timeline.</li>
<li>Formal Proposal &ndash;Finalize and review for accuracy spreadsheets and any other materials that are to be included in the Formal Proposal. Preparation for the Formal Proposal can include copying, printing and binding or materials necessary for creating the formal proposal.</li>
</ul><p></p><p><b>Communication
</b></p><ul><li>Prepare and develop communication booklets as per Department Guidelines and Benefit Timeline.</li>
<li>Enrollment Meetings &ndash; Conduct enrollment meetings as necessary</li>
</ul><p></p><p><b>Reporting
</b></p><ul><li>ICAF/Milliman/DMW &ndash; Gather Data necessary and submit to carriers. Compile information for Sr. Account Consultant/Executive Team Lead as per Department Guidelines and Benefit Timeline.</li>
<li>Aggregate Reports &ndash; Upon request of Account Executive, create the aggregate report that uses in their analysis to the client.</li>
<li>Initiate stewardship report from workflows and activities in Benefit Point.</li>
</ul><p></p><p><b>Compliance
</b></p><ul><li>Medicare Part D - Submit Medicare Part D disclosure letters to client as per Benefit Timeline</li>
<li>Schedule A&rsquo;s &ndash; Compile Data from Carriers and submit Schedule A&rsquo;s to client as per Department Guidelines and Benefit Timeline</li>
<li>Annual Notices &ndash; Prepare Annual Notices for Mail/E-mail/Distribution and request processing date from Account Manager to ensure annual distribution as appropriate.</li>
</ul><p></p><p><b>Technical </b><b>E </b><b>xpertise
</b></p><p>Expand Technical skill set by participating in technical skill development.</p>
<ul><li>Complete Bisys Correspondence courses for major lines of business (i.e., Health Concepts, Life Concepts, Disability Income Insurance, Group Insurance, and Health Savings Account).</li>
<li>Initiate participation in the GBA certification.</li>
<li>Participation in the EBIA Webinars for 12 hours of CE&hellip;&hellip;&hellip;..goal is attendance in all sessions.</li>
<li>Provide support to Sr. Account Consultant or Account Executive as directed.</li>
<li>Demonstrated success in servicing multiple client renewals under mentorship of AE or Trainer</li>
</ul><p></p><p><b>REQUIREMENTS:
</b></p><ul><li>Education: College Degree Preferred</li>
<li>24 to 36 months of experience in an Assistant Account Manager role / 24+ months equivalent industry experience preferred</li>
<li>Bilingual Spanish a major plus</li>
<li>Ability to multi-task, prioritize work, possess basic word processing and spreadsheet computer skills.</li>
<li>Ability to demonstrate cooperation and effective communication with clients, vendors and internally with co-workers.</li>
<li>Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness.</li>
<li>Operational knowledge of various windows based application programs such as Excel, Word, Power Point and current Internet technologies</li>
<li>Willing to work overtime due to cyclical nature of business.(primarily August thru December)</li>
<li>Masters all Account Manager duties and demonstrates proficiency and how to research and access best practice documentation</li>
</ul><p></p><p><i>We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh &amp; McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: </i><i>http://marshmma.com/careers </i><i>.</i></p></div><p></p>

Benefits Account Manager

<div><h2 class="jobSectionHeader"><b>Company:</b></h2>
Marsh McLennan Agency
<p></p><h2 class="jobSectionHeader"><b>Description:</b></h2>
<p></p><p><b>JOB TITLE: </b>Benefits Account Manager</p>
<p><b>JOB TYPE: </b>FLSA Non-Exempt</p>
<p></p><p><b>ESSENTIAL DUTIES &amp; RESPONSIBILITIES:
</b></p><p>Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.</p>
<ul><li>Build and maintain key client and carrier relationships by phone, email and in person.</li>
<li>Assist assigned clients and teammates with service questions related to administration, billing, claims issues and problem solving, upon request.</li>
<li>Work with Producer and/or Marketing Account Executive to monitor and support the renewal process for assigned clients. Provide analysis and assist in the recommendation of coverage needs to present to client.</li>
<li>Coordinate meeting with client and/or producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.</li>
<li>Prepare marketing information or provide required information to a marketing person.</li>
<li>Schedule and conduct teammate meetings in coordination with Marketing Account Executive or Producer and complete the implementation process.</li>
<li>Prepare and deliver all applicable forms to client.</li>
<li>Knowledgeable in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in client management system(s). Also, understand how to use the system to acquire information to assist clients.</li>
<li>Provide administrative support on other tasks as they arise such as assigned special projects and development of new ideas/services, as requested.</li>
<li>Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.</li>
</ul><p>Other duties and responsibilities as requested by management.</p>
<p></p><p><b>Qualifications:
</b></p><p><b>Required Qualifications:
</b></p><p>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.</p>
<ul><li>Bachelor&rsquo;s degree or equivalent education and related training</li>
<li>Two years of relevant insurance industry experience</li>
<li>Appropriate insurance license(s)
</li><li>Strong client relations skills; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems</li>
<li>Demonstrated proficiency in basic computer applications such as Microsoft Office Suite</li>
<li>Ability to travel, occasionally overnight</li>
</ul><p></p><p><b>Preferred Qualifications:
</b></p><ul><li>Advanced degree</li>
<li>Certification in field of endeavor</li>
</ul><p>Experience with Requests for Proposal</p>
<p></p><p><i>We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh &amp; McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: </i><i>http://marshmma.com/careers </i><i>.</i></p></div><p></p>

<div><h2 class="jobSectionHeader"><b>Company:</b></h2>
Marsh McLennan Agency
<p></p><h2 class="jobSectionHeader"><b>Description:</b></h2>
<p></p><p><b>JOB TITLE: </b>Senior Benefits Account Manager</p>
<p><b>JOB TYPE: </b>FLSA Non-Exempt</p>
<p></p><p><b>SUMMARY:
</b></p><p>The Senior Benefits Account Manager position is a vital contributor to the client services team. The successful candidate will be experienced with strong employee benefits insurance account (broker) support. This position is set apart as a lead or expert &ldquo;power user&rdquo; for a given account team.</p>
<p></p><p><b>ESSENTIAL DUTIES &amp; RESPONSIBILITIES:
</b></p><p><b>Data Entry
</b></p><ul><li>Utilize agency management systems to conduct data entry</li>
</ul><p></p><p><b>Documentation
</b></p><p>Benefit Point &amp; ImageRight</p>
<p>Enter client data into Benefit Point adequate to complete following:</p>
<ul><li>RFP&rsquo;s</li>
<li>Prospect/opportunity Report</li>
<li>Update Client Rates and Plans tab with final agreed information within 5 workdays of client acceptance of renewal or new business presentation</li>
</ul><p></p><p><b>Customer Service
</b></p><ul><li>Provide support for Account Executive through duties and responsibilities listed this Job Description and Benefits Timeline.</li>
<li>Research and answer questions regarding benefit plans, claims and billings for client, update Benefit Point activities and adhere to the Benefits Timeline</li>
<li>Assist bSwift team with set-up of client web site as directed by Benefits Operations Manager.</li>
<li>Maintain on-line client binder as per department guidelines</li>
<li>Coordinate workflows as per activities created as per Benefit Timeline</li>
<li>Function as a lead for other Account Managers in the absence of the Account Executive</li>
<li>Seen as a mentor and subject matter expert (a recognized &ldquo;go-to&rdquo; person), demonstrating superior skills and proficiencies with internal procedures and systems</li>
<li>Liaison for other Account Managers on coverages and processes</li>
<li>May take the lead on quality check/training of new colleagues</li>
<li>Strong cooperation and effective communication with clients, vendors and co-workers.</li>
</ul><p></p><p><b>Marketing
</b></p><ul><li>Request for Proposal (RFP) &ndash; Create and release to Carriers by due date as per Benefit Timeline</li>
<li>Create and maintain marketing binder as per Department Guidelines and Benefit Timeline</li>
<li>Follow up with carriers to insure they have everything needed to quote, submit any missing information, review quotes as they are received to insure they are correct and received by the deadline as per RFP timelines.</li>
<li>Spreadsheets &ndash; Prepare and review for accuracy as per Department Guidelines and Benefit Timeline.</li>
<li>Formal Proposal &ndash;Finalize and review for accuracy spreadsheets and any other materials that are to be included in the Formal Proposal. Preparation for the Formal Proposal can include copying, printing and binding or materials necessary for creating the formal proposal.</li>
 </ul><p></p><p><b>Communciation
</b></p><ul><li>Prepare and develop communication booklets as per Department Guidelines and Benefit Timeline.</li>
<li>Enrollment Meetings &ndash; Conduct enrollment meetings as necessary</li>
</ul><p></p><p><b>Reporting
</b></p><ul><li>ICAF/Milliman/DMW &ndash; Gather Data necessary and submit to carriers. Compile information for Sr. Account Consultant/Executive Team Lead as per Department Guidelines and Benefit Timeline.</li>
<li>Aggregate Reports &ndash; Upon request of Account Executive, create the aggregate report that is used in the analysis for the client.</li>
<li>Initiate stewardship report from workflows and activities in Benefit Point.</li>
</ul><p></p><p><b>Compliance
</b></p><ul><li>Medicare Part D - Submit Medicare Part D disclosure letters to client as per Benefit Timeline</li>
<li>Schedule A&rsquo;s &ndash; Compile Data from Carriers and submit Schedule A&rsquo;s to client as per Department Guidelines and Benefit Timeline</li>
<li>Annual Notices &ndash; Prepare Annual Notices for Mail/E-mail/Distribution and request processing date to ensure annual distribution as appropriate.</li>
</ul><p></p><p><b>Technical Expertise
</b></p><p>Expand Technical skill set by participating in technical skill development.</p>
<ul><li>Complete Bisys Correspondence courses for major lines of business (i.e., Health Concepts, Life Concepts, Disability Income Insurance, Group Insurance, and Health Savings Account).</li>
<li>Initiate participation in the GBA certification.</li>
<li>Participation in the EBIA Webinars for 12 hours of CE&hellip;&hellip;&hellip;..goal is attendance in all sessions.</li>
<li>Provide support to Sr. Account Consultant or Account Executive as directed.</li>
<li>Demonstrated success in servicing multiple client renewals under mentorship of Trainer</li>
</ul><p></p><p><b>REQUIREMENTS:
</b></p><ul><li>Education: College Degree Preferred</li>
<li>Have or obtain Group 1 License within 12 weeks of hire</li>
<li>2+ years as an Assistant AM/Account Manager at MMA preferred</li>
<li>Strong comprehension of contract requirements</li>
<li>Bilingual Spanish a major plus</li>
<li>Ability to multi-task, prioritize work, possess basic word processing and spreadsheet computer skills.</li>
<li>Ability to demonstrate cooperation and effective communication with clients, vendors and internally with co-workers.</li>
<li>Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness.</li>
<li>Operational knowledge of various windows based application programs such as Excel, Word, Power Point and current Internet technologies</li>
<li>Willing to work overtime due to cyclical nature of business.(primarily August thru December)</li>
<li>Masters all Account Manager duties and demonstrates proficiency and how to research and access best practice documentation</li>
</ul><p></p><p><i>We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh &amp; McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: </i><i>http://marshmma.com/careers </i><i>.</i></p></div><p></p>

Sr. Benefits Account Manager

Alera Group

<div>Overview:<div></div><h1 class="jobSectionHeader"><b><br>
Account Manager &ndash; Employee Benefits</b></h1><div><b>
Hybrid | Preference for PST MST time zones (</b><b>Select the primary work model</b>: Remote / Hybrid / On-site- <b>Add any relevant qualifiers</b>: Time zone, city, regional preference, or collaboration needs</div><div></div><div><br>
At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies. We&rsquo;re seeking a <b>Account Manager </b>who will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high-touch experience for both clients and employees.</div><div></div><div><b><br>
About Alera Group</b><br>
Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients&rsquo; success in Employee Benefits, Property &amp; Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.</div><div></div><div><br>
This role supports clients by ensuring benefits programs are administered accurately, aligned with strategic objectives, and compliant with all regulatory requirements. You&rsquo;ll partner with internal teams and client contacts to deliver seamless execution, creative solutions, and a superior client experience.</div><div></div><h2 class="jobSectionHeader"><b><br>
Why Alera Group</b></h2><ul><li><div><b>
Meaningful Impact:</b> Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction</div></li><li><div><b>
Growth &amp; Learning:</b> Opportunities to deepen your expertise and gain exposure to a variety of clients and industries</div></li><li><div><b>
Collaborative Culture:</b> Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way</div></li></ul>
Responsibilities:<div></div><div><h2 class="jobSectionHeader"><b><br>
What You&rsquo;ll Do / Your Impact</b></h2><h3 class="jobSectionHeader"><b>
Client Experience &amp; Advisory Support</b></h3><ul><li>
Serve as a primary point of contact for key employee benefits clients and their employees</li><li>
Assist employees with day‑to‑day questions related to benefits programs and enrollment</li><li>
Meet with clients to discuss insurance needs, service issues, and ongoing support</li><li>
Maintain open communication with Producers, keeping them informed of important account activity, issues, and opportunities</li></ul><h3 class="jobSectionHeader"><b>
Operational &amp; Compliance Excellence</b></h3><ul><li>
Identify and resolve claims and billing issues by coordinating with employees and insurance carriers</li><li>
Support all aspects of the enrollment process, including eligibility, qualifying events, terminations, quoting, proposals, and plan design clarification</li><li>
Work with carriers on renewals, contract changes, and plan updates</li><li>
Prioritize workload effectively and request assistance when needed to meet service expectations</li><li>
Maintain accurate documentation and adhere to department procedures and service standards</li></ul><h3 class="jobSectionHeader"><b>
Growth &amp; Retention</b></h3><ul><li>
Partner with Producers on renewal strategy and new business opportunities</li><li>
Provide a high level of support to retain, expand, and service existing accounts</li><li>
Assist with prospect support in coordination with Producers as needed</li><li>
Participate in training, seminars, and continuing education to enhance technical expertise</li><li>
Provide training and mentoring support to peers</li></ul></div><br>
<div></div>
Qualifications:<div></div><div><h2 class="jobSectionHeader"><b><br>
What You Bring</b></h2><h3 class="jobSectionHeader"><b>
Required</b></h3><ul><li>
High school diploma or equivalent; college degree preferred</li><li>
Minimum of three years of experience supporting employee group benefits</li><li>
Active Life &amp; Health insurance license</li><li>
Strong listening skills and attention to detail</li><li>
Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint</li><li>
Ability to work effectively in a fast‑paced environment with frequent interruptions</li></ul><h3 class="jobSectionHeader"><b>
Preferred</b></h3><ul><li>
Experience with benefits enrollment systems and compliance processes</li><li>
Experience presenting benefits information to client groups</li></ul><h2 class="jobSectionHeader"><b>
Core Competencies</b></h2><ul><li>
Client‑first mindset and service excellence</li><li>
Organization, thoroughness, and follow‑through</li><li>
Strong communication and collaboration</li><li>
Accountability and professionalism</li><li>
Problem‑solving and adaptability</li></ul></div><br>
<div></div>
Additional Information:
<div><b>
Compensation:</b><br>
Salary range: $65,000 &ndash; $80,000 per year<br>
Eligible for performance-based bonus: [Yes/No &ndash; if applicable]</div><div></div><div><b><br>
Benefits:</b><br>
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.</div><div></div><div><b><br>
Work Model:</b><br>
This role is <b>Hybrid</b></div><div></div><h3 class="jobSectionHeader"><b><br>
Professional Development &ndash; Alera Group Academy</b></h3><div>
At Alera Group, growth isn&rsquo;t left to chance. Through <b>Alera Group Academy</b>, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.</div><div>
You&rsquo;ll have access to:</div><ul><li><div>
Role-specific learning paths</div></li><li><div>
Leadership development programs</div></li><li><div>
Technical and compliance training</div></li><li><div>
Industry certifications and continuing education support</div></li><li><div>
Peer learning and knowledge-sharing communities</div></li></ul><div>
Whether you&rsquo;re deepening technical expertise or preparing for leadership, we&rsquo;re invested in helping you grow.</div><h3 class="jobSectionHeader"><b>
Licensure &amp; Certifications (If Applicable)</b></h3><div>
This position may require:</div><ul><li><div>
Active <b>[State Life &amp; Health License / Property &amp; Casualty License / Series 6/7/65/66 / etc.]</b></div></li><li><div>
Ability to obtain required licensure within <b>[X] months of hire</b></div></li><li><div>
Ongoing continuing education to maintain active status</div></li></ul><p>
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.</p><div><br>
Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.</div><div></div><div><br>
#LI-MM1</div><div>
#LI-Hybrid</div></div>

Account Manager

BSI Corporate Benefits

<div><p>At BSI, we are dedicated to providing exceptional service to our clients. As a rapidly growing firm, we pride ourselves on advocating for our clients on both a human and financial level. Our team is expanding, and we are looking for a passionate and dedicated Account Manager to join us on this exciting journey.</p><p>
</p><p><b>Award-Winning Culture, Expertise, and Service Excellence</b></p><ul><li>
Inc. Best in Business - (2022)</li><li>
The Chamber Business of the Year - (2022)</li><li>
Lehigh Valley Community Service Award PICPALifepath - (2020)</li><li>
Inc. Best Workplaces - (2021 - Present)</li><li>
Lehigh Valley Business Fastest Growing Companies - (2014 - Present)</li><li>
Who's Who in Business - (2021 - Present)</li><li>
Inc. 5000 Fastest Growing Privately Held Company - (20202021)</li><li>
Lehigh Valley Business Best Benefits Consulting Firm - (2017 - Present)</li></ul><p><b>
What You'll Do</b>
</p><p>As an Account Manager, you will play a key role in supporting BSI's strategic, large-segment clients by serving as the primary HR-level contact and trusted advisor for benefits administration and client service. Working closely with the Account Director, you will provide high-level support, problem-solving, and strategic guidance while delivering an exceptional client experience.</p><p>
Key responsibilities include:</p><ul><li><p>
Serve as the primary point of contact for HR leaders across an assigned book of business, ensuring responsive, proactive, and high-quality service</p></li><li><p>
Partner closely with the Account Director to support strategic client relationships and act as a backup when needed</p></li><li><p>
Prepare, update, and help present client-facing materials, including pre-renewal, renewal, year-end review, multi-year planning, and open enrollment presentations</p></li><li><p>
Support and help manage the strategic renewal process for assigned clients</p></li><li><p>
Lead and conduct open enrollment meetings, both in person and virtually</p></li><li><p>
Oversee day-to-day benefits administration, client communications, and delegation of service needs</p></li><li><p>
Conduct educational and wellness-related meetings for clients and their employees</p></li><li><p>
Gather and compile client data to support RFPs and new business initiatives</p></li><li><p>
Manage carrier setup, EDI file feeds, and monitor carrier discrepancy reports</p></li><li><p>
Review and reconcile client billing statements</p></li><li><p>
Serve as the point person for client compliance activities, including 5500 filings, 1095 reporting, Medicare Part D, PCORI, and other regulatory requirements</p></li><li><p>
Track compliance timelines, deadlines, and required notifications while staying current on regulatory changes</p></li><li><p>
Support the mentoring and training of Client Service Coordinators, when applicable</p></li><li><p>
Participate in new business presentations as needed</p></li><li><p>
Collaborate with internal teams and support other departments or special projects as required</p></li><li><p>
Travel to client locations to support meetings and on-site needs, including occasional overnight travel</p></li></ul><p>
</p><p><b>What You Need to Thrive in This Role</b></p><ul><li><p>
Bachelor's degree in Business, Communications, or a related field</p></li><li><p>
2&ndash;3 years of experience in health insurance, employee benefits, or a related industry</p></li><li><p>
Life, Accident, and Health insurance license, or the ability to obtain and maintain licensure within 6 months of employment</p></li><li><p>
Strong understanding of health insurance plans, Health Savings Accounts (HSAs), and benefits administration</p></li><li><p>
Experience reading, interpreting, and analyzing insurance carrier reports</p></li><li><p>
Excellent written and verbal communication skills, with the ability to present professionally in person, virtually, and in writing</p></li><li><p>
Exceptional active listening skills and a client-first mindset</p></li><li><p>
Strong problem-solving abilities and comfort managing multiple priorities in a fast-paced environment</p></li><li><p>
Highly organized with the ability to prioritize tasks and meet deadlines</p></li><li><p>
Proficiency in Microsoft Office and Google Workspace</p></li><li><p>
Prior experience with Salesforce or similar CRM/client tracking systems preferred (or ability to quickly become proficient)</p></li><li><p>
Ability to build rapport and maintain strong relationships with clients and carrier partners</p></li><li><p>
Willingness and ability to travel to client locations and occasionally work outside standard business hours</p></li><li>
Bilingual candidates (English/Spanish) are encouraged to apply; bilingual proficiency is a plus but not required.</li></ul><p>
</p><p><b>What We Offer You</b>
</p><p>BSI engages in an employee-first approach as part of our team-oriented and supportive culture. We offer a variety of benefits and perks, including:</p><ul><li>
Comprehensive medical, dental, and vision benefits</li><li>
Employer-paid STD, LTD, and life insurance; voluntary supplemental life and AD&amp;D insurance options provided.</li><li>
Telemedicine and employee wellness program</li><li>
401k plan with generous company match
</li><li>Profit sharing plan</li><li>
Tuition assistance and student loan repayment benefits</li><li>
Generous PTO plan and paid holidays (including your birthday!)</li><li>
Hybrid work model</li><li>
Free coffee/tea at the local coffee shop located by our office</li><li>
Healthy snacks in the office</li><li>
Summer Flex Fridays</li><li>
Fun, team-spirited work environment with company events, cultural activities, and team bonding</li></ul></div>

Account Manager - Employee Benefits

The Standard Insurance

<div><p><b>The next part of your journey is right around the corner &mdash; with The Standard.
</b></p><p></p><p>A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we&rsquo;ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?
</p><p></p><p><b>Job Summary
</b></p><p>As a Regional Client Manager on the Employee Benefits team, you will provide exceptional support and customer service to your assigned caseload (Employer Groups of 100 to 499 lives), through daily guidance and education of their benefit products.
</p><p></p><p>In this role, you will:
</p><ul><li>Manage new case, renewal activity, and amendments
</li><li>Identify and promote the sale of additional lines of coverage or plan improvements. Promote new product offerings and enhanced product features
</li><li>Recommend plan changes as appropriate
</li><li>Facilitate the enrollment and re-enrollment process; conducting enrollment meetings or being present as benefit fairs, as needed
</li><li>Highlight the advantages of doing business with The Standard in coordination with the assigned Sales Representative.
</li><li>In addition to servicing accounts, your ability to cultivate meaningful, effective relationships will be vital as you collaborate with internal and external customers (Sales Representatives, Brokers, Producers, Employer Groups, Policyholders, and vendors) to provide the best possible outcome for all parties involved.
</li></ul><p></p><p><b>The Skills &amp; Background You&rsquo;ll Need
</b></p><ul><li>High School Diploma
</li><li>Life and Disability insurance license for all states within office&rsquo;s assigned territory is required.
</li><li>2+ yrs of client management experience in group benefits insurance
</li></ul><p></p><p><b>Key Behaviors of a Successful Candidate
</b></p><p><i>Winning Together: </i>Actively engages colleagues to achieve shared outcomes by developing trust, inviting diverse perspectives and pushing them to bring the best ideas forward.
</p><p><i>Customer Focus: </i>Understands and anticipates both internal and external customer needs and develops customer-inspired solutions that exceed expectations.
</p><p><i>Adaptability: </i>Sees possibilities in changing circumstances, accepts and understands change and alters behavior as necessary.
</p><p></p><h1 class="jobSectionHeader"><b>Why Join The Standard?
</b></h1><p></p><p>We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:
</p><ul><li><p>A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
</p></li><li><p>An annual incentive bonus plan
</p></li><li><p>Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually &mdash; PTO increases with tenure
</p></li><li><p>A supportive, responsive management approach and opportunities for career growth and advancement
</p></li><li><p>Paid parental leave and adoption/surrogacy assistance
</p></li><li><p>An employee giving program that double matches your donations to eligible nonprofits and schools
</p></li></ul><p></p><p>In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about <i>working at The Standard.
</i></p><ul><li><p><i>Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.
</i></p></li></ul><p></p><p>The actual compensation for this role will be based on a combination of education and experience, knowledge and skills, position budget, internal equity, and market data.
</p><p></p><p>Salary Range:
</p>$85k Base + Incentive compensation quarterly and annually
<p></p><div><div><div><div><div><div><div><p>Positions will be posted for at least 5 days from original posting date.
</p></div></div></div></div></div></div></div><p></p><p>Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment. After any conditional offer of employment is made, the background check will include an individualized assessment based on the applicant&rsquo;s specific record and the duties and requirements of the specific job. Applicants will be provided an opportunity to explain and correct background information. All employees of The Standard must be bondable.</p></div>

Client Manager Regional Accounts

USI Insurance Services

<div><div><div><div><div><b>General Description:</b> Manages Employee Benefits insurance accounts and services as their day-to-day contact.</div><div></div><div><b><br>
Major Responsibilities:</b></div><div><ul><li>
Manage a book of business comprised of fully insured clients but may include some self-insured clients.</li><li>
Provide proactive, personalized support to assigned clients. Act as the primary contact between clients and insurance carriers.</li><li>
As needed, preparation of materials needed for client meetings. Educate, advise and aid clients on all Compliance topics. Including, but not limited to ERISA, COBRA, FMLA, 5500s and Health Care Reform.</li><li>
Set up new group insurance contracts for existing clients or new clients.</li><li>
Manage the renewal process including the preparation of appropriate contractual changes.</li><li>
Implement and manage programs recommended by technical resources (e.g. wellness, communications, strategies, pharmacy)</li><li>
May be responsible for the marketing and placement of new benefit products.</li><li><ul><li>
Prepare client application for review</li><li>
Determine most appropriate carriers</li><li>
Analyze and compare carrier quotes and coverage offerings</li><li>
Make recommendations to clients</li></ul></li><li>
Develop alternative strategies, plan modeling and cost reduction opportunities.</li><li>
Champion client cross-selling initiatives and develop customer accounts.</li><li>
Conduct on-site meetings to communicate or administer benefit plans.</li><li>
Coordinates, manages and attends client meetings both virtually and in person</li><li>
Develop employee communications for renewal changes, enrollment procedures, benefit changes and/or clarifications.</li><li>
Resolution support and oversight for client issues such as contract clarifications and billing.</li></ul></div><div></div><div><b><br>
Knowledge, Skills and Abilities:</b></div><div><ul><li>
2-4 years experience in employee benefits industry or related marketplace. College degree preferred.</li><li>
Prior customer service experience is preferred.</li><li>
Must hold or be willing to earn life and disability insurance license.</li><li>
Comfortable with internet-based programs and Microsoft Office products.</li><li>
Ability to set priorities and manage deadlines.</li><li>
Ability to work in a fast-paced, team environment with minimal instruction.</li><li>
Keep informed about industry information, technology and trends.</li><li>
Ability to carry out complex tasks with many concrete and abstract variables.</li></ul></div><div></div><div><div><br>
#LI-DS2</div><div>
#LI-HYBRID</div></div>
</div></div><div><div><p><b>Why USI?</b><br>
With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.</p><p><b>
Unrivaled Resources and Support</b><br>
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the <b>USI ONE Advantage&reg;</b>, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE&reg; represents Omni, Network, Enterprise&mdash;the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.</p><p><b>
Industry-Leading Programs, Rewards, and Recognition</b><br>
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers <b>employee programs</b> that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.</p><p><b>
Deep Community Engagement</b><br>
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects &ndash; to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint &ndash; we&rsquo;re working <b>together as ONE</b> to build a better future.</p><p><b>
Committed to a Diverse and Inclusive Workplace</b><br>
Our award-winning <b>I&rsquo;m With U</b> diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.</p><p><b><br>
Nationally Recognized as a Top Insurance Employer</b></p><ul><li>
Recognized as one of Insurance Business America&rsquo;s Top Insurance Employers eight consecutive years (2018-2025).</li><li>
Named to Business Insurance&rsquo;s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).</li><li>
Named to Fortune&rsquo;s Best Workplaces in Financial Services &amp; Insurance list for the last two years (2024-2025).</li><li>
Certified as a Great Place To Work two years in a row (2024-2025).</li></ul><p>
Visit our <b>Awards and Accolades page</b> for a complete list of our latest industry awards and recognitions!</p>
</div></div><div><div><div><p><i>USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time</i><i>.</i></p></div></div></div></div></div>

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