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Employee Benefits Account Manager

The James Allen Companies Inc

Overview

We’re representing a high-performance employee benefits consulting team seeking an experienced Account Executive to join their growing group. This strategic, client-facing role is ideal for someone with a deep understanding of employee benefits, strong technical capabilities, and a consultative mindset.

You’ll play a pivotal role in onboarding, renewals, and performance improvement initiatives while supporting clients across a broad range of benefit solutions. The firm offers rare access to niche markets and specialized knowledge, empowering you to grow and thrive in a dynamic, fast-paced environment.

What You’ll Be Doing

As a senior member of the team, you’ll take full ownership of assigned accounts and deliver strategic advisory services to clients. Key responsibilities include:

  • Leading client onboarding and renewal cycles with precision and proactivity
  • Managing key client relationships with HR teams, executive leaders, and vendor partners
  • Conducting plan analysis, cost-containment reviews, and benchmarking
  • Overseeing system workflows in platforms like Employee Navigator and HubSpot
  • Collaborating with internal and external stakeholders to ensure delivery of client goals
  • Identifying new opportunities for expanded service offerings
Core Functions
  • Serve as a strategic advisor, bringing consultative insight to plan design and performance
  • Analyze client data to uncover trends and develop actionable strategies
  • Navigate complex benefits issues and drive resolution through critical thinking
  • Support compliance with ACA, COBRA, and other regulatory frameworks
  • Maintain relationships with carriers and vendors, reviewing and negotiating proposals
  • Prepare benefit summaries, client presentations, and recommendations
  • Ensure proper documentation in compliance with E&O standards
  • Actively participate in client and carrier meetings (virtual and occasional in-person)
What You Bring

Required:

  • 5+ years of experience in employee benefits (broker, carrier, or consultancy)
  • Advanced understanding of funding structures, especially self-insured plans
  • Hands-on expertise with Employee Navigator and benefit system implementation
  • Active Life, Health, and Accident license
  • Demonstrated ability to resolve issues through root cause analysis and problem-solving

Preferred:

  • Familiarity with Applied Epic, HubSpot, FormFire, Zywave, or similar platforms
  • Knowledge of payroll systems (e.g., ADP, Paychex)
  • Bilingual in English and Spanish
  • Project management experience or training
Why Join This Team

This organization prioritizes flexibility, autonomy, and growth. You’ll be joining a team that values:

  • Continuous Learning – Stay ahead with training and shared expertise
  • Empowered Autonomy – Supportive leadership with room to innovate
  • Career Advancement – Opportunities to lead and shape client strategies
  • Comprehensive medical, dental, and vision insurance
  • Life, disability, and critical illness coverage
  • Tools and tech support for your home office
Additional Info
  • Full-time, remote position based in Florida
  • Occasional travel may be required
  • Background checks and assessments may be part of the hiring process
  • Commitment to diversity, equity, and inclusion is a core value
Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Customer Service
Industries
  • Insurance

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