Employee Benefits Account Manager, Team Leader

About the Role
The Employee Benefits Account Manager, Team Leader requires a strong management background with demonstrated experience in operational efficiencies, account management, and client service delivery. Working for a terrific insurance agency headquartered in Salt Lake City, your goal is to plant seeds of collaboration within the service team.  Duties & Responsibilities
Personnel Leadership- Foster a culture and environment of personal and professional development within the account management ranks.

• Direct reports consist of account managers, account coordinators, and customer service representatives.
• Oversee quality of team members’ work product. Provide encouragement. Identify areas for new training and skill checks. Set clear goals and key performance indicators (KPIs).

Account Management- Serve as the lead client manager on a dedicated book of group health accounts. Collaborate with sales and shared services to onboard new clients and manage renewals for existing groups to include:

• Draft RFPs, census, billings, risk evaluation, experience reports
• Assemble and analyze quotes
• Negotiate rates, services, and plan design with carriers
• Review underwriting reports

Skills & Experience

• At least 7-10 years of employee benefits insurance industry experience in client management
• Prior team leadership and/or management experience is required
• State insurance license or able to obtain one within 90 days of hire

Job Specs
For experienced insurance professionals, we think this is a great opportunity for career progression in a role striking balance in duality between leadership and client service. 

This is a newly created role, so you’ll have freedom and autonomy to chart the course and your scope of responsibilities. You’ll work closely with the agency’s Training Specialist and report to the Director of Employee Benefits.

Additional characteristics of this role include:

• Able to successfully foster a culture based on accountability, consistency, teamwork, and collaboration
• Viewed as a key resource who can understand and adapt to changing department goals, financial considerations, resource development, and technology integration

Compensation, Benefits, & Perks
Salary target is $80k-$85k plus a comprehensive employee benefits and PTO package.