Group Benefits Account Manager

Group Benefits Account Manager

Job Summary

The Group Benefits Account Manager is a client-facing, highly visible role in the agency. The purpose of the position is to provide professional, first class Group Benefits expertise to existing clients and prospects. The ultimate goal is to assist in retaining current clients, and to aggressively grow the Benefits Department by providing the support and strong technical skills necessary to write new clients. 

The Group Benefits Account Manager is the primary service contact for clients and is responsible for client satisfaction and retention. This position is expected to build strong relationships with clients and carriers, and consistently provide excellent customer service and leadership to accounts, as well as represent client needs and goals.

Primary Job Duties:

Group Benefits Account Manager Expectations:

  • Support the producers and maintain high client retention by building and managing client relationships, and cross-selling.
  • Conduct coverage analysis and understand client’s concerns and goals during new sales phase.
  • Develop and maintain excellent carrier and broker relationships.
  • Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.
  • Provide leadership and mentorship to the team that promotes teamwork by sharing experiences, assisting others when help is needed and maintaining a positive and professional attitude.
  • Keep informed and pursue industry education, new product knowledge, legislation, coverages and technology to continuously improve knowledge and performance with the ability to articulate and educate those around them.


Major Responsibilities

  • Manage a book of business comprised of clients who are comprised of fully insured and self-insured and may have advanced contract features and structures that requires a higher level of experience and technical expertise.
  • Act as primary contact between clients and insurance carriers and retain clients through excellent customer service which includes open and clear communication with clients, producers and carriers/brokers. Ensure accurate and timely responses occur between all parties.
  • Lead client meetings and provide “on the spot” strategic guidance and financial performance information in conjunction with or independently from the Benefits Producer.
  • Negotiate final terms and conditions with carriers as needed.
  • Initiate regular client contact as established by the client service calendar and renewal timeline.
  • Educate, advise, and be a technical expert for clients on all compliance topics including, but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform.
  • Place new group insurance contracts for existing clients and new clients effectively utilizing resources to match client needs.
  • Administer renewals including preparing appropriate contractual changes.
  • Conduct on-site meetings, including open enrollment meetings to communicate to employees and/or administrator about their benefit plans.
  • Develop employee memorandum drafts for client to communicate the following: annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications.
Preferred Knowledge, Skills, and Abilities:

Skills / Experience

  • Strong ability to problem solve, make independent decisions, set and meet deadlines, communicate, negotiate, work under pressure, organize, prioritize, manage multiple tasks and operate in a fast paced environment.
  • Positive attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative and innovative.
  • High level of computer literacy, refined verbal and written communication skills, and excellent attention to detail with ability to self-check work.
  • Strong presentation and public speaking skills.

Agency Expectations

  • Embrace “The O’Neill Way” Fundamentals 
  • Possess and live out the 4 Core Values of O’Neill Insurance

Licensing Requirement

  • Must hold active Life and Health license for Ohio.
Compensation & Benefits Package:
  • Competitive base salary + commission
  • Medical, Dental, Vision & Life Insurance Plan
  • Vacation, Holiday & Sick Time
  • 401(K) Plan with Employer Contributions
  • 30 Hours of PTO Per Year to Volunteer for a Non-Profit Organization
  • 10 Early Days Out Per Year
  • Quarterly Catered Lunches
  • Career Development
  • 100% Paid Continuing Education

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