Risk and Insurance Management Recruiting
At our Career Center, Insurance Professionals can search our job openings and apply for positions. To submit your resume email it to Gaye Rogan at grogan@rogangroup.com.

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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.


  • 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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