Risk and Insurance Management Recruiting
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Category Listing


Posted: Friday, February 28, 2020

Employee Benefits Account Manager

Walnut Creek, CA
Salary: $70,000 - $75,000

Employee Benefits Account Manager – Top National Broker - Walnut Creek Office

 

Our client, Top 15 National Insurance Broker seeks to locate a proven Employee Benefits Account Manager to join their team in its Walnut Creek office. Our client has over $2 Billion in revenue, 40 offices in 21 states and over 1,000 staff members.

The Agency’s focus is middle and upper middle market accounts, 200-3000 lives, with an opportunity to work in specialty industries.

Position Outline:

  • Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts.

  • Duties & Responsibities:

    • Fosters and manages overall relationship with clients ensuring retention of mid market book of business and high satisfaction

    • Reviews client team’s RFPs;

    • Selects markets for solicitation;
    • Analyzes market proposals for verification of benefits, premiums, and competitiveness;
    • Reviews coverage contracts for accuracy of policy provisions;
    • Meets with clients for pre-renewal strategy, proposal delivery and explanation;
    • Conducts client open enrollment meetings and answers questions regarding benefit coverage;
    • Negotiates with markets for benefits premium concessions;
    • Ensures that client team handles client benefit inquiries and manages team to effectively service clients; resolves escalated service issues;
    • Manages new carrier and plan implementations for book of business;
    • Ensures team prepares claims experience and utilization reports and reviews for accuracy;
    • Reacts, processes, and follows up on new business;
    • Meets with clients as needed or directed by Producer;
    • Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date;
    • Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
    • Other duties as assigned.

Qualifications:

  • Bachelor’s degree or equivalent combination of education and experience

  • 5+ years related work experience

  • Valid L&H license

  • Must continue to meet Continuing Education requirements for license renewal







Salary Range $70K-$75K (DOE) with generous benefits and employee programs is offered.

To discuss this position further, please contact Ben Levin, Recruiting Consultant, Northern CA, The Rogan Group, Inc. 443-394-7046 or blevin@rogangroup.com The Rogan Group, Inc. – Risk & Insurance Management Recruiting.

 

The Rogan Group, Inc. - is an Executive Search firm (recruiting firm) that specializes in the Risk Management and Insurance Industry. We conduct projects on a Local, Regional & National basis. Projects come from all areas of the industry, but we do place an emphasis on the Insurance Brokerage sector with Production and Management openings being a great percentage of our assignments. We’ve completed regional and national projects in both Property & Casualty and Employee Benefits. To see a list of our insurance openings/jobs, please visit our website at www.rogangroup.com

 

 



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