Employee Benefits Account Manager Available
ID: 96665
Experienced insurance professional with a strong background in both Property & Casualty and Employee Benefits. This candidate has a Bachelor's Degree and Property & Casualty and Life & Health licenses. This professional has managed large books of business, driving revenue growth and providing strategic benefits solutions. At a prior firm, responsibilities included navigating complex client integrations, particularly during the pandemic, where multiple companies with distinct HR teams and benefits structures merged. This role required a deep understanding of client needs, conducting open enrollment sessions, and assisting in benefit comparisons. Managed a $1.75 million revenue book, supporting large biotech groups with various lines of coverage, including health, dental, vision, STD, LTD, and ancillary benefits. Worked closely with four producers and played a key role in preparing proposals.
Previous experience includes transitioning from an assistant to an account manager role, overseeing a $2 million revenue book with a focus on shipping, logistics, and a Major League Baseball team. Responsibilities included negotiating with carriers, preparing RFPs, and leading open enrollment meetings. Proficient in BenefitPoint agency management systems and experienced with major carriers, including Blue Cross, Blue Shield, UnitedHealthcare, Cigna, Aetna, and Kaiser. Skilled in both new business development and renewals, with approximately 20% of the portfolio consisting of new business.
Currently seeking opportunities to return to Employee Benefits in the Orange County, CA area that offer $100K+.