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Trucordia · 1 day ago

Employee Benefits Account Manager

Seattle, WA

Full-time

Onsite

Mid Level

$45K/yr - $62K/yr

Trucordia is a rapidly growing insurance brokerage that focuses on delivering exceptional experiences and opportunities for its employees and clients. The Employee Benefits Account Manager will be responsible for managing a portfolio of group medical accounts, generating new business opportunities, and ensuring client satisfaction through tailored insurance solutions.

Business DevelopmentConsultingInsuranceRisk Management

Responsibilities

Build and maintain strong relationships with clients in a book of business

Manage all aspects of group medical renewal book of business and write new business

Act as the primary point of contact for client inquiries, policy changes, and new business

Identify opportunities for upselling or cross-selling insurance products to existing clients

Collaborate with team members to ensure client satisfaction and policy accuracy

Handle policy renewals and make necessary adjustments as needed

Maintain accurate client records and documentation

Stay up to date with this industry trends and changes in insurance regulations

Qualification

Life & Health licenseGroup medical productsMedical & Medicare InsuranceInsurance SoftwareMicrosoft Office SuiteCommunication SkillsInterpersonal SkillsOrganizational SkillsTime-management Abilities