Employee Benefits Account Manager

Ability to interpret client’s current coverage plan, identify gaps, and recommend opportunities to expand lines of coverage.

Ability to prepare RFP and have knowledge of the insurance marketplace.

Ability to market new and existing clients.

3+ years of prior practical account management experience with a health and welfare carrier or broker is required.

LBW

team in Valencia, CA.

This role can be on-site or hybrid only. This role is not available for fully remote.

$80,000

—

The Account Manager is a qualified/skilled client facing position that is primarily responsible for the successful delivery of day-to-day service-related activities that are necessary to support Sales, Account Management and Underwriting (the Team) with the retention/growth efforts associated with multiple assigned client accounts (Book of Business).

Manage the client life-cycle deliverables with oversight from the Benefit Consultant and Team Lead to ensure the successful retention of a Book of Business (94% Renewal Rate).

With guidance and supervision, work on client related deliverables of increasing complexity.

As part of the client life cycle (on-boarding, ongoing support and renewal), work closely with the Team to execute on the day-to-day service deliverables for ALL lines of coverage and products by:

Supporting the Team Lead to understand a client’s goals/objectives and develop a multi-year strategic plan (roadmap)

Defining an annual service delivery calendar (life cycle) in support of the multi-year strategic plan (roadmap)