Employee Benefits Client Manager

About the Role

An Indiana based independent insurance and financial services agency seeks an experienced Employee Benefits Client Manager to step into the lead client facing role servicing a legacy book of mid-sized group health and welfare accounts.

Job Specs

Location: The majority of accounts are located in Elkhart County and St. Joseph County, IN. This is an office based position, and the company has a few different locations you can work from within the greater South Bend area. 

Book of Business Details: The book’s is approximately $400k in revenue which with grow through your help with upselling, cross-selling, and capitalizing on referrals from current clients. Accounts are a mixture of funding arrangements and typically average 50-250 lives.

Duties and Responsibilities:

• Support the client service strategy around employee benefit programs; coordinate the annual open enrollment process, resolve daily policy issues, and serve as a key contact for benefits-related questions
• Assist clients with online enrollment systems
• Market and place new business and/or renewal business
• Prepare renewal proposals

Experience: Qualified applicants have at least three (3) years of group employee benefits client service experience. State L&H license is required.