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- Accountabilities: Manage a full portfolio of employee benefits accounts, providing proactive client service and supporting mergers and acquisitions (M&A) and due diligence activities. Build and maintain strong client relationships by…
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Accountabilities: Manage a full portfolio of employee benefits accounts, providing proactive client service and supporting mergers and acquisitions (M&A) and due diligence activities. Build and maintain strong client relationships by delivering responsive service and consistently exceeding expectations. Maintain clear and effective communication with clients, internal colleagues, insurance carriers, and vendors. Develop marketing strategies to secure competitive pricing, funding arrangements, and benefits plan design opportunities. Lead coverage marketing and request-for-proposal (RFP) processes, including health and welfare plan renewals. Facilitate open enrollment meetings and support the processing of enrollment forms, changes, and related documentation. Advise private equity clients and their portfolio companies on plan performance, benefits strategy, and plan design opportunities. Keep clients informed about relevant industry developments, market trends, and state and federal regulatory changes. Anticipate client needs and recommend tailored strategies to address business challenges and objectives. Leverage available organizational resources and tools to improve efficiency and service delivery. Develop creative solutions to support portfolio-wide initiatives and individual client priorities. Prepare annual open enrollment communications for client employee populations. Strengthen professional relationships through regular client meetings and consistent engagement. Identify opportunities to grow revenue within existing accounts and contribute to new client acquisition where appropriate. Requirements: Bachelor’s degree or relevant employee benefits insurance experience. At least 10 years of experience in the employee benefits industry. M&A and due diligence experience preferred, but not required. Valid state Life, Accident, and Health broker’s license, or ability to obtain one within 60 days. Excellent written and verbal communication skills. Strong knowledge of insurance marketing strategies and coverage negotiations. Advanced proficiency with Microsoft Office applications, particularly Excel, Word, PowerPoint, and Outlook. Understanding of financial underwriting, medical and pharmacy self-insurance, and alternative funding programs such as captives and reference-based pricing (RBP). Ability to manage multiple priorities, competing deadlines, and frequent interruptions in a fast-paced environment. Exceptional organizational, time-management, and multitasking skills. Ability to work independently with minimal direction while adapting to changing priorities. Strong relationship-building, negotiation, problem-solving, and client advisory capabilities. Demonstrated commercial awareness and an ability to identify opportunities for account growth and business development. Benefits: Annual salary range of $150,000–$250,000, with compensation determined by factors including experience, geography, and role budget. Medical and prescription drug coverage. Dental and vision insurance. Life and disability insurance. Employee Stock Purchase Plan (ESPP). 401(k) retirement plan. Student loan assistance. Tuition reimbursement. Free mental health resources and enhanced advocacy services. Paid time off and holidays. Preferred partner discounts and additional well-being benefits. Fully remote work arrangement within the United States. How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether? Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1
- LOCATION
- Remote · US, United States
- WORK MODE
- Remote
- JOB TYPE
- Full-time
- POSTED
- Nov 10, 2026
Source: Jobgether Careers