Account Manager, Employee Benefits

Columbia, South Carolina
Not Specified
Nov 10, 2021
Jan 09, 2022
Job Type
Not Specified
Career Level
Not Specified


Propel is looking for an Account Manager - Employee Benefits to join their team!

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?

If that is what you're looking for, this is your chance to be part of an amazing organization!

Propel Insurance has an opportunity for a dynamic individual to join our rapidly growing Employee Benefits Practice as an Account Manager. In this role, you will serve as the primary client service contact and perform an array of account management duties on an assigned book of business. In this team environment, you will also support the Consultant and Account Executive on various account management activities. Candidates seeking a culture fit will appreciate and honor our core values, inspire thought leadership from others, and drive to be best-in-class in their respective niche.


  • Ensure client satisfaction and delivering an exceptional level of customer service in a professional and timely manner
  • Analyze and market employee benefit programs
  • Prepare renewal and new business proposals, presentation materials and supporting documents as necessary
  • Prepare and analyze financial reports
  • Review contracts, amendments and SPDs for accuracy and coverage; identify errors and coordinate corrections with the carrier/vendor.
  • Provide claims, eligibility, billing and plan administration advocacy and resolution
  • Maintain effective working relationships with carriers, vendors and internal stakeholders
  • Maintain broad knowledge base of vendor products and underwriting requirements
  • Coordinate and conduct client presentations including open enrollment meetings, benefit fairs, and renewal presentations
  • Maintain ownership of the agency management system (documents, emails, phone calls, contracts, internal processes and procedures, etc.)
  • Delegate specific tasks to Account Assistant/Administrative Assistant
  • Provide Peer Review for other team members
  • Maintain a current working knowledge of industry legislative and compliance issues including, but not limited to: ACA, COBRA, HIPAA, ERISA, FMLA, etc.

Knowledge and Skills:

  • Experience managing all lines of employee benefits coverage including alternate funding arrangements (e.g. self-insured, ASO, level-funded)
  • Excellent communication, presentation and writing skills
  • Exceptional abstract reasoning and analytical capabilities
  • Skilled in time-management and prioritizing objectives

Experience and Education:

  • Minimum of 4 years Employee Benefits brokerage experience
  • College Degree or Equivalent Industry Experience
  • Applicable State Life and Disability License
Equal Opportunity Employment

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.


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