The Jonus Group · 1 week ago
Senior Employee Benefits Account Executive
The Jonus Group is a regional insurance brokerage seeking a Senior Employee Benefits Account Manager to join its Customer Success team. This role is crucial for maintaining client satisfaction and loyalty by providing exceptional service and managing client relationships effectively.
EmploymentInsuranceRecruiting
Responsibilities
Provide leadership within the account team and maintain strong client relationships
Manage daily service requests for an assigned book of business, including enrollments, terminations, coverage analysis, claims resolution, and policy review
Review contracts and assist with carrier negotiations as needed
Support producers through the renewal process, including renewal strategy, marketing, and proposal preparation
Develop and distribute RFPs; analyze and compare carrier quotes for accuracy and competitiveness
Oversee post–open enrollment activities such as summary plan descriptions, CMS filings, and certificates of insurance
Ensure client compliance with healthcare reform and ERISA regulations; maintain compliance timelines
Coordinate with internal resources including actuarial, analytics, and claims specialists to support client needs
Manage new client onboarding processes and ensure accurate data and documentation
Participate in training sessions and continuing education to maintain current product and regulatory knowledge
Qualification
Required
Minimum of 10 years of professional experience in employee benefits account management or client service
Holds an active Life, Accident, and Health insurance license
Strong understanding of CRM strategies related to client acquisition, retention, and engagement
Demonstrated experience managing client relationships and resolving complex issues
Excellent project management, interpersonal, and negotiation skills
Strong analytical abilities with comfort working with data and trends
Highly organized with the ability to manage competing priorities and deadlines
Proficient in both fully insured and self-funded markets
Familiarity with key regional markets across the Northeast
Proficient in Microsoft Office and CRM platforms
Preferred
Bachelor's degree
Benefits
Comprehensive benefits package.
Excellent work–life balance.
Company
The Jonus Group
The Jonus Group is an insurance company specializes in full service recruiting firm that offers both direct hire and contract hire services.