Employee Benefits Account Manager jobs in United States
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Bryson ยท 2 days ago

Employee Benefits Account Manager

Bryson specializes in Employee Benefits and Wealth Management Services, and they are seeking an Employee Benefits Account Manager. This role will focus on managing small to mid-size group accounts, ensuring client satisfaction, and delivering strategic solutions.

Financial ServicesInsurance

Responsibilities

Stay updated on insurance technical knowledge, market trends, agency automation, and company information
Manage day-to-day client service for 30-35 group accounts
Maintain clear communication channels with clients, producers, insurance carriers, and internal partners
Develop relationships with key decision-makers within client organizations
Identify issues, develop strategic solutions, and communicate recommendations to clients
Analyze plan options for renewals/new marketing and present proposals to clients
Communicate timelines, due dates, and expectations to clients and partners
Schedule and lead client meetings, open enrollment sessions, and education meetings
Effectively install new group insurance contracts for new and existing clients
Educate clients on compliance measures such as ACA, ERISA, COBRA, and FMLA
Ensure clients are aware of all resources provided by Bryson
Maintain expertise in benefits administration systems and provide support to clients in utilizing this technology

Qualification

Technical insurance knowledgeCalifornia Life & Health LicenseClient service deliveryAccount management experienceMicrosoft Office proficiencyBusiness acumenPrioritization skillsMultitasking skillsEthical standardsCustomer relationship skillsInterpersonal skillsTeamwork orientationOrganizational skillsCommunication skillsAdaptabilityConfidentiality

Required

High level of technical insurance knowledge
5 + years' experience as an Account Manager
Active California Life & Health Insurance License
Demonstrated professional judgment and integrity
Expertise in client service delivery
Strong business acumen with the ability to understand client needs
Excellent interpersonal skills with a polished demeanor
Willingness to travel to clients as needed
Ability to work efficiently in a fast-paced environment, adapt to changing priorities, and maintain confidentiality

Preferred

Bachelor's degree preferred
AI Experience preferred, but not required
Applied Epic experience preferred, not required

Company

Bryson

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For over fifty years, trust, understanding and service have been the foundation of Bryson Financial.

Funding

Current Stage
Growth Stage

Leadership Team

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Trent Bryson
CEO
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Brett Hlista
Partner, EVP Property & Casualty
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Company data provided by crunchbase