Job Title: Employee Benefits Account Manager

Special Skills: Spanish-Speaking (Fluent)

Base Salary: Up to $100k salary

Location: 100% Remote or Office-Based in Richmond or Bethesda

Client: 9th largest national broker

Reports To: EB Practice Leader (East Coast)

Client Summary:

Our client is the 9th largest national insurance brokerage and risk management firm assisting organizations and individuals to simplify the process of protecting assets, offering benefits and minimizing liability.

With over 150 offices and 5,000 employees across the US & Canada, they thrive on their passion to be ranked a Best Places to Work since 2020 by their most important asset, our employees.

For 2023, our client was named 6th Fastest Growing Firm, 9th Largest Personal Lines Broker, 11th largest privately-held P&C Broker and the 16th largest US Broker by Insurance Journal.

Position Summary:

This bilingual Mid-Market Group Account Manager is responsible for managing an assigned book of small to mid-market business while developing long-term relationships with clients. This position will also be responsible to respond to the day-to-day client inquiries and any needed client analytics.

The Opportunity: Utilize your bilingual language skills to team up with a bilingual Producer who is building and growing my client's Hispanic group benefits market in the Virginia region. Work remotely to maintain your work/life balance and grow with this Top-Ten nationwide insurance broker. This is a rocket-ship opportunity!

Primary Responsibilities and Duties

Subject matter expert on Health & Welfare Benefits, vendor/carrier products and services including, but not limited to, medical, dental, vision, life, disability, and voluntary
A knowledge of fully-insured products and some familiarity with level and self-funded products.
Must speak English and Spanish fluently and be comfortable with the Hispanic business community customs and culture.
Manage a personal book of business of approximately 50 clients with a focus on groups in the range of 50 - 350+ lives
Proactively provide client service in response to day-to-day service issues and questions; escalate, as necessary
Actively seek improvements to client service and efficiencies within teams by identifying improved processes
Works with the client team to develop project plans and deliver on service goals
Sets priorities and manages workflow to ensure efficient, timely and accurate processing of account transactions
Prepare, or coordinate, renewals and RFPs, summarize vendor responses, spreadsheet proposal results, and develop the client presentations
Delegate administrative and analytic tasks, as necessitated, to team Benefit Coordinator; provide coaching and peer review, e.g., policy review, carrier reporting
Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
Prepare for and facilitate client meetings (prepare agendas and materials, coordinate resources, etc.)
Understand, articulate and implement RS value-added resources
Accountability for updating client information within appropriate software (e.g., BenefitPoint, AMS, etc) in a timely manner
Provide peer review for others on team

Compensation is commensurate with experience. Full executive-level employee benefits and bonuses are included with this position.

Houghton Search Group, Inc

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Bilingual Group Benefits Account Manager ($100k/Remote)