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Commercial Lines Account Manager

The Demarco Group, New York, NY, United States


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