Competitive Advantage Benefits Account Manager

Description Employee Benefits Account Manager at The Competitive Advantage Companies is the primary point of contact for a portfolio of client organizations, managing and servicing their group health and welfare benefit programs. The role focuses heavily on client relationships, coordinating plan renewals, overseeing enrollment processes, resolving benefits‑related issues, and ensuring exceptional service delivery. Approximately 65 % of the time is spent responding to client inquiries via phone and email, 25 % on coordinating projects, and 10 % supporting client enrollment meetings in the field. Responsibilities Serve as the primary point of contact for assigned employer group clients, fostering strong and responsive client relationships. Manage the annual benefits renewal process, including quoting, plan analysis, and carrier negotiations. Develop and present benefit plan recommendations to clients, ensuring tailored and cost‑effective solutions. Coordinate open enrollment activities, including employee communications, meeting materials, and virtual/in‑person presentations. Troubleshoot and resolve employee benefit issues, including claims, billing discrepancies, and eligibility matters. Collaborate with producers, account executives, and insurance carriers to support client needs and ensure smooth plan administration. Assist with the implementation of new benefit plans and carrier transitions. Provide ongoing HR and compliance support to clients, including guidance on COBRA, HIPAA, ACA, ERISA, and other regulatory requirements. Advocate for employees in claims resolution and benefit eligibility questions. Maintain accurate and up‑to‑date records in the agency management system. Coordinate and resolve client and carrier billing issues. Manage client census data and databases to ensure reporting accuracy and renewal readiness. Process new business, including plan setup and documentation. Provide confirmations and follow‑ups for all client service requests. Stay informed on industry trends, regulatory changes, and emerging product offerings. Required Qualifications 3+ years of experience in employee benefits, insurance brokerage, or HR benefits administration. Active [State] Health & Life Insurance License , or ability to obtain one within a defined time‑frame. Strong working knowledge of group medical, dental, vision, life, disability, FSA/HSA, and other ancillary benefit plans. Experience managing small to mid‑sized group markets (2–100+ lives). Familiarity with insurance carriers, quoting platforms, and HRIS/benefits administration systems. Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook). Excellent communication, organizational, and problem‑solving skills. Strong client service orientation and attention to detail. Ability to manage multiple tasks and deadlines in a fast‑paced environment. Bachelor’s degree from an accredited college or university. Positive, professional demeanor with a collaborative and team‑oriented mindset. Preferred Qualifications Experience with large group benefit plans. Prior use of AgencySmart or similar agency management systems. Benefits Medical, Dental, and Vision Insurance Life Insurance 401(k) Retirement Plan #J-18808-Ljbffr