Our Client, a Top 100 National Broker who is actively recruiting an Employee Benefits Senior Account Manager to join their Deer Park or Chicago teams.
About Our Client:
- Top 100 independent insurance broker
- Privately held and independently owned
- $40M revenue
- Fast-growing through both organic growth and strategic acquisitions
- Practice specialties include:
- Employee Benefits
- Business Insurance (Property & Casualty)
- Private Client Solutions
- Retirement Services – Plexus Financial Services, LLC (SEC-Registered Investment Advisor)
- Mergers & Acquisitions (M&A Risk)
- Benefits Administration Technology
- Business Insurance “Best Places to Work in Insurance”
Summary:
Handles the day-to-day administration, annual renewals, marketing of new and existing clients, and on-going customer service for an assigned book of business.
Essential Functions:
- Manage the day-to-day and annual issues of assigned clients, including annual marketing, proposal presentations, enrollment, on-going customer service and underwriting matters
- Assist with the oversight of the assigned client team
- Maintain client relationships to achieve client persistency
- Identify, research, and present opportunities for new coverage with assigned clients
- Assist producer with renewal and new client presentations by coordinating efforts from start to finish
- Assist client team with sales and marketing efforts with new and renewal business
- Maintain professional and courteous relationships with assigned clients by meeting regularly to discuss current issues and expectations to service the account
Required Experience:
- BA/BS degree or equivalent experience
- 3-5+ years of client management experience, with 5-7+ years of general Employee Benefits Brokerage experience – additional large market (100+) experience preferred
- Proven professional history of success at managing client relationships
- Possess a proven understanding of fundamental benefit laws, regulations and compliance standards
- This role will be required to travel 20% of the time
- L&H license is required
- Industry professional designation a plus
- Proficient in MS Office Suite, especially Excel and PowerPoint
- Ability to calculate customized financial analysis and present an interpretation of the data and its meaning
To discuss this position further, please contact Sean Morrison, Principal & Midwest Regional Manager, smorrison@rogangroup.com or (443) 534-0326
The Rogan Group, Inc. – is an Executive Search firm that specializes in the Insurance Industry. With our headquarters in Maryland and remote recruiters around the country we are able to 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 Distribution sector with Production and Management openings being our focus. This work covers both the P&C and L&H sides of the business. To review all of our insurance job openings, please visit our website at www.rogangroup.com