Benefits Account Manager

James A Scott & Son - Raleigh, NC

Full-time - Mid Level

Raleigh, NC

Insurance Carriers and Related Activities

About the position

The Benefits Account Manager at Scott Insurance is responsible for managing client accounts throughout the entire process, from open enrollment to renewal. This role requires a strong focus on customer service, collaboration with production teams, and expertise in employee benefits. The position is hybrid, allowing for a mix of in-office and remote work, and is ideal for individuals who thrive in a dynamic and entrepreneurial environment.

Responsibilities

• Spearhead the full-cycle renewal process for assigned clients, preparing proposals and conducting market research.
• Provide superior customer service to group administrators by answering coverage questions and triaging claim issues.
• Work closely with the accounting division to reconcile commission shortages/overages and communicate with insurance carriers.
• Document all renewal activities in Applied Epic and Zywave's Brokerage Builder.
• Collaborate with production team members on client needs and requests.
• Attend networking events and seminars to stay updated on industry changes and participate in continuing education opportunities.
• Perform other duties as assigned.

Requirements

• BA/BS degree or equivalent combination of education and work experience.
• 2+ years of benefit administration experience.
• Active Life & Health license or the ability to obtain a license within 90 days of employment.
• Proven ability to handle sensitive information and maintain confidentiality.
• Strong communication and presentation skills with the ability to build relationships with stakeholders.
• Superior organization skills and experience prioritizing multiple tasks.
• Proficient with Microsoft Suite, including Excel.

Nice-to-haves

• CEBS designation preferred (not required).
• Experience with ZyWave suite/Brokerage Builder preferred (not required).

Benefits

• Strong team-centric culture
• Excellent benefits and retirement programs
• Employee ownership opportunities
• Dynamic work environment that rewards excellence