Employee Benefits Account Manager

Vantage Financial Group, Inc. - Independence, OH

Hiring: Employee Benefits Account Manager Company: Vantage Financial Group, Inc. Location: Independence, OH Job Posted Time: 2026-09-16 10:39:40 Employment Type: On-site Target Skills & Keywords : Microsoft Excel, Microsoft Office, Microsoft PowerPoint About the job Experience: •18 years of age or older Required Skills: •The Employee Benefits Account Manager serves as the main service contact for an assigned routine to moderate book of business with a focus on small to mid-size clients. •Prepare analyses, in accordance with client service calendar financial meetings (e.g. post renewal, mid-year, pre-renewal, renewal). Analyses may include but are not limited to; market review analysis, rate and contribution analysis, benchmarking •Serve as primary contact with insurance carriers for negotiating and marketing coverage for new business quotes and renewals, including: requesting quotes, evaluating & spreadsheeting options, negotiating rates and benefit features and, preparing renewal or new plan options with executive summary. •Detailed understanding of health and ancillary benefit plan designs, billing and claims resolution procedures. •Working knowledge in CRM and all carrier employer and broker portals •Lead and oversee acting as the primary service contact between clients and insurance carriers and retaining clients through customer service which includes open and clear communication channels with clients, producers and internal partners. Ensure accurate and timely responses occur between all parties. •Inform Account Executives and Producers of escalated service issues •Install new group insurance contracts for existing clients or new clients effectively utilizing resources to match client needs. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!