Employee Benefits Account Manager - Univest Financial Corporation

We're hiring an Employee Benefits Account Manager to join our Lansdale, PA Team. This position will transition to a hybrid model after the initial training period.

At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.

• Client Relationship Lead
• Ability to consult with the client at a high level with strategic and innovative industry ideas
• Manage Renewal process (including marketing/vendor evaluation, consultation with client and implementation)
• Strong problem solving and decision-making skills for client day to day servicing
• Cross Sell of additional Benefit lines and Univest products and services (including banking, investment, and insurance products)
• Accountable for client retention
• Team Lead of the service team assigned to each client-manage, delegate, and provide support
• Maintain/build client relationships/entertain clients
• Manage/consult on compliance for clients
• Attend Univest client events
• Lead client related meetings
• Manage/Lead open enrollment process/meetings
• Perform additional duties as needed

• 5+ years of Employee Benefits industry experience
• Current Life, Accident, Health license
• Advanced knowledge of all benefit lines of insurance coverage, products, and services (by carrier)
• Leadership skills
• Ability to build and maintain client relationships
• Proven analytical and strategic thinking abilities
• Excellent planning and organizational skills
• Ability to prioritize tasks, multi-task and make informed decisions
• High level of customer service and interpersonal skills, along with professional appearance and a positive attitude
• Ability to delegate and manage
• Ability to facilitate/run client meetings
• Ability to manage the renewal process
• Proficiency in Word, Excel & Power Point

Click here for Benefit Information

#Univest

#LI-Hybrid

An Equal Opportunity Employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.