Frederick Fox

<h1>Employee Benefits Account Manager</h1>
<p>Employers count on us to protect their people with coverage that actually fits how they work and what they can afford. In this role, you own the client relationship after the sale: renewals that land on time, service issues that get solved, and a book that stays and grows because clients trust your judgment. Our team is the key to our success, and this seat is where that promise shows up in every enrollment, claim question, and renewal conversation.</p>
<h2>Performance Objectives</h2>
<ul>
<li>Retain your assigned employee benefits book at or above team retention targets by running a disciplined renewal calendar and resolving issues before they become lost business.</li>
<li>Deliver market-ready medical, dental, vision, life, disability, and ancillary options early enough for employers to decide, enroll, and communicate with confidence.</li>
<li>Close billing, eligibility, and claims-service gaps with carriers so employees stay covered and employers are not left chasing answers.</li>
<li>Increase revenue on the book through account rounding and practical cross-sell of benefits clients are missing, coordinated with producers.</li>
<li>Keep agency management records complete and accurate so quotes, enrollments, and audits can be reconstructed without rework.</li>
<li>Guide employers through contribution strategy, plan changes, and compliance timelines so renewals are decisions, not surprises.</li>
<li>Implement new groups cleanly, from proposal handoff through first payroll deduction, with clear ownership between you, the producer, and the carrier.</li>
</ul>
<h2>Environment &amp; Resources</h2>
<p>You will partner daily with producers, service teammates, and carrier contacts inside an independent brokerage that values local relationships over bureaucracy. The role is full-time and hybrid, with regular in-office collaboration. You will work in our agency management system and Microsoft 365, with market access, underwriting support, and leadership coaching behind the book you manage. You report to agency leadership and are measured on retention, service quality, and book growth, not activity for its own sake.</p>
<h2>Essential Qualifications</h2>
<ul>
<li>Current Life and Health license, and authorization to work in the United States.</li>
<li>At least two years managing or servicing group employee benefits accounts, including medical and ancillary lines.</li>
<li>A record of owning renewals, enrollments, and carrier follow-up for employer clients, not only taking inbound calls.</li>
<li>Working command of an agency management system (Applied Epic preferred) and Microsoft Word, Outlook, and Excel.</li>
<li>Clear written and verbal communication with employers, employees, and underwriters, including in high-emotion service moments.</li>
<li>Comfort with a hybrid schedule and the judgment to prioritize competing renewals without dropping compliance dates.</li>
</ul>
<h2>Role Selling Points</h2>
<ul>
<li>Health, dental, vision, life, and disability coverage, paid time off, holidays, and 401(k) matching.</li>
<li>Bonus eligibility tied to performance, plus a flexible hybrid schedule and a culture that respects work and family.</li>
<li>Room to grow with producers who want a true partner on the book, not a processor behind the scenes.</li>
<li>Continuing education support and a path to broader responsibility as the benefits practice expands.</li>
<li>The resources of a growing independent brokerage without losing the accountability of a local team.</li>
</ul>
<h2>Call to Action</h2>
<p>If you want a book you can stand behind and teammates who expect excellent service, apply now. Tell us how you have retained clients and improved a renewal, and we will take it from there.</p>

*********************************
Employee Benefits Account Manager
*********************************

Employers count on us to protect their people with coverage that
actually fits how they work and what they can afford. In this
role, you own the client relationship after the sale: renewals
that land on time, service issues that get solved, and a book
that stays and grows because clients trust your judgment. Our
team is the key to our success, and this seat is where that
promise shows up in every enrollment, claim question, and renewal
conversation.

----------------------
Performance Objectives
----------------------

* Retain your assigned employee benefits book at or above team
retention targets by running a disciplined renewal calendar and
resolving issues before they become lost business.
* Deliver market-ready medical, dental, vision, life, disability,
and ancillary options early enough for employers to decide,
enroll, and communicate with confidence.
* Close billing, eligibility, and claims-service gaps with
carriers so employees stay covered and employers are not left
chasing answers.
* Increase revenue on the book through account rounding and
practical cross-sell of benefits clients are missing, coordinated
with producers.
* Keep agency management records complete and accurate so quotes,
enrollments, and audits can be reconstructed without rework.
* Guide employers through contribution strategy, plan changes,
and compliance timelines so renewals are decisions, not
surprises.
* Implement new groups cleanly, from proposal handoff through
first payroll deduction, with clear ownership between you, the
producer, and the carrier.

---------------------------
Environment & Resources
---------------------------

You will partner daily with producers, service teammates, and
carrier contacts inside an independent brokerage that values
local relationships over bureaucracy. The role is full-time and
hybrid, with regular in-office collaboration. You will work in
our agency management system and Microsoft 365, with market
access, underwriting support, and leadership coaching behind the
book you manage. You report to agency leadership and are measured
on retention, service quality, and book growth, not activity for
its own sake.

------------------------
Essential Qualifications
------------------------

* Current Life and Health license, and authorization to work in
the United States.
* At least two years managing or servicing group employee
benefits accounts, including medical and ancillary lines.
* A record of owning renewals, enrollments, and carrier follow-up
for employer clients, not only taking inbound calls.
* Working command of an agency management system (Applied Epic
preferred) and Microsoft Word, Outlook, and Excel.
* Clear written and verbal communication with employers,
employees, and underwriters, including in high-emotion service
moments.
* Comfort with a hybrid schedule and the judgment to prioritize
competing renewals without dropping compliance dates.

-------------------
Role Selling Points
-------------------

* Health, dental, vision, life, and disability coverage, paid
time off, holidays, and 401(k) matching.
* Bonus eligibility tied to performance, plus a flexible hybrid
schedule and a culture that respects work and family.
* Room to grow with producers who want a true partner on the
book, not a processor behind the scenes.
* Continuing education support and a path to broader
responsibility as the benefits practice expands.
* The resources of a growing independent brokerage without losing
the accountability of a local team.

--------------
Call to Action
--------------

If you want a book you can stand behind and teammates who expect
excellent service, apply now. Tell us how you have retained
clients and improved a renewal, and we will take it from there.

Employee Benefits Account Manager

About the role

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