The Senior Account Manager (Group Benefits) role provides day-to-day customer service and account management for the employee benefit clients, markets/sets up existing and/or new accounts, and provides general coordination of renewal information to producers.

• Handle all lines of coverage primarily in the 50-99 and 100-300 market segments.

• Work with and through others, building and maintaining relationships with client companies.

• Exceed customer expectations while fielding and resolving client inquiries and issues.

• Market accounts from start to finish including preparation of submissions, follow-up, obtaining information, creating spreadsheets and working closely with the producer to retain clients and gain new business.

• Keep up with industry/carrier trends including new product information with many carriers.

• Set up and maintain customer accounts in the client management system.

• Monitor client renewal dates.

• Solid strategic, analytical, planning, presentation and communication skills.

• Organized with proven time management and administrative skills.

• High initiative, personal drive and motivation to excel in a fast-paced environment.


• A minimum of five years of experience in the health and group benefits profession, consulting and/or related field.

• Current PA Life, Accident and Health Insurance License

• Self-funding, level-funding and reinsurance knowledge experience

• Human Resources background preferred (CEBS, SPHR, PHR, SHRM-CP, SHRM-SCP)

• NAHU Health Care Reform Certification or equivalent (Preferred)

• Strong PC skills with proficiency in Microsoft Office products.

• Pass pre-employment criminal background check and drug screening

• Reliable transportation

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Sr Acct Mgr (Group Benefits)