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Posted on 08/18/2017

Employee Benefits Account Manager

Bach Benefit Group - Barrington, IL

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Job Description

We are a growing independent insurance agency in the Northwest Suburbs (IL), specializing in Employee Benefits, looking for a unique professional who considers himself/herself a bright, energetic, organized, fun, team player in the workplace.  Candidate must be able to juggle multiple responsibilities and the day-to-day excitement that comes with working in the small to mid-size group market. (< 500 employees)

You will take the lead in identifying appropriate carriers for marketing, comparing and evaluating proposals, preparing financial and benefit analyses (spreadsheets), marketing exhibits (PowerPoint/Word/Excel), and organizing plan implementations. You will also work with fellow teammates handling client service functions, confidently addressing advanced benefit questions, dealing with PPACA, keeping our CRM system up-to-date, and supporting additional special project(s), as need be.


If this sounds exciting to you, we’d love to have a discussion with you. 


About Us:


We are a small boutique insurance agency/benefits firms with a strong focus on group benefits and individual health, life, disability. We have been in the benefits business for 30+ years and love helping people.

Job Requirements



  • Should be actively licensed in life/health in the state of Illinois or be willing to secure your license.

  • Able to successfully develop and compose presentations in Microsoft Excel and PowerPoint

     Additional Skills/Requirements:

  • Advanced, working knowledge of Microsoft Excel; including data entry, formula functionality, etc.

  • Be energized to come to work each and every day

  • Ability to work easily alongside others

  • Have superb oral and written communication skills.

  • Meet and exceed client expectations with exceptional sales and service

  • Uphold a positive, “whatever it takes” attitude


  • There will be opportunities for business development; however primary focus will be serving as a point of contact for the agency’s existing clients.


  • - Responsible for implementing new client launches including carrier involvement, communications campaign, employee correspondence, implementing and adhering to a project timeline, communicating program specific to client and information exchange (file transfers, enrollment systems, etc).
    - Responsible for routine service, which includes the development and execution of service schedule, and coordinating questions/initiatives with the client and carriers.
    - Meets with clients alone or in conjunction with our team according to standardized client meeting schedules.
    - Conducts marketing efforts on your book of business.
    - Reviews agreements and/or documents such as employee booklets, carrier contracts, etc.
    - Responsible for explaining new benefit offerings and communication strategies to existing clients.
    - Develops prospective client proposals.

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