Company Overview
Atlantic Group, founded in 2006, is an industry leader in executive and professional search & staffing. Headquartered in New York City with offices in Philadelphia, Boston, Chicago, London, Stamford CT, Holmdel NJ and Blue Bell PA, we can penetrate networks and execute searches regionally, nationally and globally. Vertical specialization includes Finance & Accounting, Capital Markets, Healthcare, Real Estate & Construction, Information Technology, Administrative & Corporate Services, Short & Long Term Staffing Services as well as Outsourced Payroll Services. Our goal has always been to provide thoughtful, targeted recruitment research, apply strong business ethics and combine it all with unmatched industry expertise. Our success is a result of these efforts and reflects how we differentiate ourselves from the rest of the industry. All professionals that seek our services, clients or candidates, deserve nothing less than our very best efforts, attention and care. The best the industry has to offer.
About the job
Job Overview – Benefits Account Manager (Insurance Brokerage):
Join our client in the Greater Boston area as a Benefits Account Manager (Insurance Brokerage), where you’ll focus on managing prospect marketing and client accounts within an insurance agency or brokerage. This full-time role includes leading coverage negotiations, proactively engaging with clients, and collaborating with carriers to craft and deliver competitive benefits programs.
Compensation: $70,000 – $90,000/year + bonus
Location: Greater Boston Area
Schedule: Monday to Friday, 8:00 AM to 4:30 PM
Responsibilities as the Benefits Account Manager (Insurance Brokerage):
- Client Acquisition: Develop and maintain a pipeline of prospective clients, conducting outreach through email, calls, and LinkedIn while tracking renewal dates and opportunities.
- Account Management: Oversee new business acquisition and renewals, manage carrier communications, process BOR letters, and collaborate with Client Service Administrators to ensure timely and accurate follow-through.
- Coverage Analysis: Assess client coverage needs and negotiate with carriers to secure the best benefits packages and renewal terms, leveraging industry expertise and relationships.
- Client Development: Cultivate and sustain strong relationships with clients, carriers, and vendors, serving as a trusted resource on benefits technology, HR solutions, and compliance requirements.
- Team Collaboration: Provide technical guidance and leadership within the Employee Benefits and Property & Casualty teams, fostering a cohesive and high-quality client service experience.
Qualifications for the Benefits Account Manager (Insurance Brokerage):
- Education: Bachelor’s degree in Business, Finance, or a related field preferred.
- Experience: 3+ years of Account Management experience specifically within an insurance agency or brokerage, focused on employee benefits.
- Licensure: Active Life & Health (L&H) license required.
- Skills: Strong interpersonal and communication skills with a strategic mindset for client prospecting and negotiation.
- Technical Proficiency: Proficient in Microsoft Office and CRM tools (experience with benefits administration systems is a plus).
- Knowledge: Comprehensive understanding of employee benefits, insurance policy provisions, and applicable compliance laws.
How to Apply:
APPLY