Title: Sr. Employee Benefits Account Manager, Middle Market
Location: New York, NY (3x in office)
Compensation: $125,000k - $150,000k (depending upon experience/skillset) + bonus

SUMMARY:

Our client, a Top 30 Broker, has a need for an experienced Sr. Employee Benefits Account Manager – Middle Market, position to join their team. The ideal candidate will be responsible for day-to-day servicing and will have a team of junior analyst to support you and your book. You will be handling roughly 20-30 accounts, both fully insured & self-funded groups, ranging in the 100-500 lives. Responsibilities include managing the renewal process, working directly with clients, and focusing on account retention. Position will lead into a managerial role in the near future.
If interested, please send resume to sschneider@solomonedwards.com – All resumes will be held confidentially and nothing will be shared with anyone without your consent and approval.

QUALIFICATIONS:

• Life, Accident, and Health Insurance License.
• Ability to go into New York, NY (3x a week)
• Bachelor’s Degree (strongly preferred).
• Experience managing a book of business.
• Open enrollment and renewal experience.
• Strong Excel experience.
  The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.
  SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.
  SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: https://solomonedwards.com/privacy-policy/#ccpa

• Individual would manage a book of business comprised of clients that are located both locally and nationally that are mostly fully insured, but may include some self-insured clients.
• Resolve the most complex customer service problems directly.
• Responsible for acting as the primary contact between clients and insurance carriers and retaining clients through customer service which includes open and clear communication channels with clients, producers and internal partners.
• Ensure accurate and timely responses occur between all parties.
• Maintain quality control of team renewal expirations to avoid any lapse in coverage. Ensure team members are addressing renewals in a timely manner and leveraging external vendors and partners.
• Prepare, or coordinate, renewals and RFPs, summarize vendor responses, spreadsheet proposal results, and develop the client presentations
• Responsible for the marketing process which includes obtaining client census and quotes, preparing and submitting bid specifications and evaluating the results in preparing recommendations for client.
• Build relationships with employer/group clients (not individual members) and serve as the primary point of contact for overall and day-to-day service delivery.
• Represent client internally and coordinate with other functions to implement client systems, complete projects, and address ongoing service needs.
• Take lead on designated renewals; prepare renewal information.
• Oversee new client set-up, renewals, and open enrollment meetings.
• Discuss with clients applicable legislation and market trends.
• Educate, advises and aid clients on all Compliance topics including, but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform.