The Demarco Group
Job Title
EB Large Group Senior Account Manager
Seeking an EB Large Group Senior Account Manager for a top 5 national retail broker. The role supports a private equity-M&A practice.
Large Group, self‑funding experience and other alternative funding preferred. Supports accounts in the 100‑5k+ lives range.
Base pay range $120,000.00/yr - $175,000.00/yr
Additional compensation types Annual Bonus
Responsibilities Client Support
Maintains accurate client information to provide day‑to‑day client support and address intermediate‑level client inquiries.
Assists in the development of strong business relationships with appropriate insurance carrier personnel. Recognizes and satisfies carrier goals and objectives to enhance business relationships.
Conducts quarterly service status calls to assigned book of business clients.
Assists in completion and processing of applications; schedules, prepares for, and supports open enrollment meetings.
Supports client retention by maintaining a positive relationship and image with clients.
Account Management
Supports enrollment, benchmarking, financial and utilization data based on financial review standards.
Maintains all client information in accordance with both company procedures and HIPAA regulations. Follows company procedures to achieve positive audit results.
Ensures accuracy of account information for new and renewal policies, endorsements, and audits. Works with carrier to ensure accuracy of client information and forms, and communicates any outstanding or impactful topics from the carrier back to the client.
Oversees installation of the group on renewal, finalizes enrollment with carrier, and reports results to team members.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Project Management, Marketing, and Customer Service
Industries Insurance, Insurance and Employee Benefit Funds, and Insurance Agencies and Brokerages
Benefits
Medical insurance
Pension plan
Tuition assistance
Paid paternity leave
401(k)
Vision insurance
Disability insurance
Paid maternity leave
Student loan assistance
#J-18808-Ljbffr
Seeking an EB Large Group Senior Account Manager for a top 5 national retail broker. The role supports a private equity-M&A practice.
Large Group, self‑funding experience and other alternative funding preferred. Supports accounts in the 100‑5k+ lives range.
Base pay range $120,000.00/yr - $175,000.00/yr
Additional compensation types Annual Bonus
Responsibilities Client Support
Maintains accurate client information to provide day‑to‑day client support and address intermediate‑level client inquiries.
Assists in the development of strong business relationships with appropriate insurance carrier personnel. Recognizes and satisfies carrier goals and objectives to enhance business relationships.
Conducts quarterly service status calls to assigned book of business clients.
Assists in completion and processing of applications; schedules, prepares for, and supports open enrollment meetings.
Supports client retention by maintaining a positive relationship and image with clients.
Account Management
Supports enrollment, benchmarking, financial and utilization data based on financial review standards.
Maintains all client information in accordance with both company procedures and HIPAA regulations. Follows company procedures to achieve positive audit results.
Ensures accuracy of account information for new and renewal policies, endorsements, and audits. Works with carrier to ensure accuracy of client information and forms, and communicates any outstanding or impactful topics from the carrier back to the client.
Oversees installation of the group on renewal, finalizes enrollment with carrier, and reports results to team members.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Project Management, Marketing, and Customer Service
Industries Insurance, Insurance and Employee Benefit Funds, and Insurance Agencies and Brokerages
Benefits
Medical insurance
Pension plan
Tuition assistance
Paid paternity leave
401(k)
Vision insurance
Disability insurance
Paid maternity leave
Student loan assistance
#J-18808-Ljbffr