The Director of Voluntary Benefits Account Management is the primary relationship owner for Businessolver’s Agency Broker of Record clients. In this role, you will be responsible for managing the brokered products and services for existing clients, as well as supporting the growth of Businessolver’s Agency by consulting with our sales team and benefits administration clients on the value of Businessolver’s Agency. Our clients include large, complex clients who will also require us to collaborate with their carriers, brokers, and consultants to foster trusted relationships.
The Gig:
- Understanding of Businessolver’s role and value proposition in the benefits related to enrollment and year-round engagement
- Market, assess, place and renew Voluntary Benefits coverage for BOR clients
- Review existing Businessolver client information and work with sales to identify prospective Agency clients
- Engage with Carriers to identify prospective Agency growth opportunities for expansion of lines of coverage
- Communicate and partner with insurance companies and/or brokers to ensure client expectations are being met
- Prepare for and facilitate quarterly stewardship meetings for Agency clients to review participation, loss ratios, engagement and overall performance of plans
- Build and maintain strong, long-lasting relationships with clients, both internal and external
- Travel or visit insurance companies and/or clients, when necessary
- Communicate with clients and answer questions regarding their policies and/or services
What you need to make the cut:
- Bachelor's Degree
- 7+ years work experience in voluntary benefits insurance and/or working with a brokerage required
- Proven track record working with large clients across multiple industries
- Exposure to account management for core benefit offering strongly preferred
- Life, Health & Accident licenses are required, or ability to obtain within 90 days of employment; maintain annually
- Professional benefit designations preferred
- Ability to analyze and interpret insurance data
- Strong data analysis skills
- Proficient Microsoft Word, Excel, PowerPoint, Outlook and able to quickly learn and utilize other computer applications
- Proven ability to develop and deliver presentations
- Strong interpersonal and communication skills
- Ability to travel up to 30%
- Relationship building experience necessary
- Ability to organize and manage multiple projects
- Desire to develop organizational structure
The pay range for this position is 115K to 145K per year (pay to be determined by the applicant’s education, experience, knowledge, skills, and abilities, as well as internal equity and alignment with market data).