Senior Account Manager – Employee Benefits - Lisle, IL - Hybrid

We are seeking a dedicated and experienced Senior Account Manager to join our Employee Benefits team. The ideal candidate will have a minimum of 5-8+ years of experience in the industry, with a minimum of 5 years working in insurance brokerage. This role is designed for a proactive professional who excels in client relationship management, strategic planning, and delivering exceptional service.

As a Senior Account Manager, you will be responsible for managing a portfolio of clients, ensuring their employee benefits programs are effectively designed, implemented, and maintained. Your expertise in insurance products, compliance, and client engagement will be essential in providing tailored solutions that meet clients' unique needs. This role offers the opportunity to work collaboratively with internal teams, support new business development, and deliver a high level of consultative service.

Essential Functions of the Senior Account Manager, Employee Benefits:

• Client Relationship Management: Establish and maintain strong, long-term relationships with clients, acting as their go-to resource for all insurance-related inquiries.
• Client Support: Respond to client inquiries regarding insurance availability, eligibility, coverages, policy changes, claims, and billing in a timely and professional manner via email and phone.
• Cross Department Collaboration: Partner with internal sub-departments (analytics, technology, wellness, Ben Admin/COBRA) to ensure client needs are met efficiently and effectively.
• Marketing and Renewal Process Management: Oversee the marketing process by sending RFPs, organizing carrier responses and follow-ups, entering renewal options into workbooks, and collaborating with team members to strategize and recommend appropriate solutions.
• Client Meeting Facilitation: Organize and present at both employer and employee meetings, in-person and virtually, to ensure clarity and understanding of benefit options and updates.
• Client Communications: Prepare communications such as client presentations and coordinate with carriers and vendors to meet client expectations and requirements.
• Open Enrollment Preparation: Generate and distribute open enrollment materials, including enrollment guides, election forms, presentations, and other key resources.
• Compliance Assurance: Ensure clients comply with all local and federal requirements, including managing annual notices, reporting, and regulatory obligations.
• Data Reporting: Provide monthly reports for data-driven clients, offering insights to support informed decision-making.
• Additional Responsibilities: Assist the Account Executive with other tasks as needed to ensure client satisfaction and successful program management.

Required Knowledge, Skills, and Abilities:

• Strong understanding of employee benefits and the insurance industry, with experience managing group insurance programs.
• Proficient in internet-based applications and MS Office Suite, with specific expertise in Outlook, Excel, Word, and PowerPoint.
• Proficiency in Applied Epic is preferred but not required.

Required Education and Experience:

• Must hold a current Illinois Life, Accident & Health Insurance License or be able to obtain one within 90 days of employment.
• Minimum of 5-8+ years of experience in group insurance, preferably 5+ within a brokerage firm.
• Bachelor’s Degree or equivalent years of experience required.

Note:

This is a hybrid role, requiring 2 days a week on-site at our Lisle, IL office. Applicants must currently reside within reliable commutable distance as relocation nor 100% remote are offered.

Compensation and Benefits:

We are pleased to offer a competitive salary range of $80-100k, alongside a comprehensive benefits package designed to support you both personally and professionally. Here’s what you can look forward to:

• Unlimited Paid Time Off, 401(k) with Employer Match after just 90 days and Comprehensive Medical, Dental, Vision, Life Insurance, Short Term and Long-Term Disability coverage with enrollment opportunity the 1st of month after date of hire along with the optional employee coverage of Pet Benefits and Identity Protection for you and your family members.

For more information please visit: Benefits Overview

Why you should consider joining CGO:

• We are dedicated to being a trusted partner and deliver exceptional service and innovative solutions to our clients through well-honed business relationships.
• You will have the opportunity to work with colleagues who take pride in making a meaningful impact while always valuing the foundational values of our organization.
• CGO has been recognized as one of the Best Companies to Work for in Insurance for several years and has a proven industry reputation for putting people first.