10 дней назад
Employee Benefits Account Manager (Fintech)
40 000 - 75 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Employee Benefits Account Manager (Insurance/Fintech): Managing small-group employee benefits clients through strategic consultation, plan design, renewals, carrier selection, and digital enrollment support with an accent on client retention, compliance services, and technology-enabled engagement. Focus on coordinating cross-functional delivery, identifying cross-selling opportunities, and improving client value through self-service tools and data-driven campaigns.
Location: Arizona, United States; on-site presence required
Salary: $40,000–$75,000 base compensation per year
Company
is a global fintech and insurance services company providing insurance, employee benefits, payroll, cybersecurity, mortgage, and related solutions.
What you will do
- Manage day-to-day relationships for an assigned book of small-group employee benefits clients.
- Consult on insurance plan design, compliance services, renewals, carrier selections, and client proposals.
- Coordinate annual enrollment support and drive adoption of digital self-service and enrollment tools.
- Use data-driven campaigns, market insights, and technology to improve engagement, retention, and client satisfaction.
- Identify cross-selling and service expansion opportunities across employee and personal insurance needs.
- Collaborate with Digital Marketing, Human Resources, Compliance, service teams, and third-party partners.
Requirements
- At least 2 years of account management or related experience.
- Current Health and Life Insurance state license held for more than 1 year.
- Experience managing client relationships, achieving retention targets, remarketing across multiple carriers, and delivering client proposals.
- Experience with Applied EPIC or similar account management software.
- Strong communication, presentation, multitasking, collaboration, and creative problem-solving skills.
- Bachelor’s degree in business administration or a related field is preferred.
Culture & Benefits
- On-site collaboration with team leadership and cross-functional partners.
- Medical, dental, vision, life, disability, fertility, and wellness benefits.
- Paid time off, holidays, sick time, parental leave, and an Employee Assistance Program.
- 401(k) with immediate vesting, HSA, FSA, commuter benefits, and employee discounts.
- Legal plan options, pet insurance, and a complimentary Calm app subscription.
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