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Benefits Account Manager

$60k - $100k

Crawford Thomas Recruiting

BENEFITS ACCOUNT MANAGER

Location: Remote

POSITION OVERVIEW
Our client is an employee benefits commercial insurance firm. We're seeking an experienced Benefits Account Manager to serve as the primary day-to-day contact for assigned clients and manage employee benefits programs from implementation through ongoing account management.

This is a virtual client-facing role focused on client relationships, new account implementation, open enrollment, benefits presentations, and coordinating with employers, employees, carriers, vendors, and internal teams.

WHAT YOU'LL DO
• Remotely manage ongoing relationships with assigned clients as the primary point of contact
• Lead open enrollment meetings, presentations, employee communications, and enrollment materials
• Explain benefit plans, changes, and enrollment processes to employees and leadership
• Manage new client onboarding and implementation, including timelines, documentation, and carrier requirements
• Coordinate with insurance carriers, third-party administrators, payroll providers, and vendors to resolve issues
• Assist with plan changes, renewals, eligibility, and employee enrollment matters
• Prepare client-facing benefit summaries, renewal information, and enrollment materials
• Monitor account activity, deadlines, and deliverables
• Assist with annual renewals and communicate plan changes and recommendations
• Address employee questions and troubleshoot benefits issues when appropriate
• Maintain accurate client records and documentation
• Identify opportunities to improve the client experience and strengthen relationships
• Manage multiple accounts and competing priorities while maintaining attention to detail
• Partner with internal teams to provide a seamless client experience

JOB REQUIREMENTS
• 3+ years of experience in employee benefits, health insurance, benefits consulting, or a related field
• Client-facing account management experience within the benefits/insurance industry
• Experience conducting or participating in open enrollment meetings and employee benefit presentations
• Experience onboarding and implementing new benefits clients
• Strong understanding of employee benefits, including medical, dental, vision, life, disability, and ancillary products
• Excellent verbal and written communication skills
• Strong organizational and time-management abilities
• Ability to manage multiple client accounts and deadlines simultaneously
• Comfortable presenting information to groups and communicating with employees and company leadership
• Strong problem-solving and customer-service skills
• Proficiency with Microsoft Office, particularly Outlook, Word, and Excel
• Ability to work independently while collaborating effectively with a team

PREFERRED QUALIFICATIONS
• Experience with a benefits consulting firm, brokerage, or insurance agency
• Life & Health insurance license preferred
• Experience with benefits administration platforms or enrollment systems
• Experience managing mid-sized employer groups
• Knowledge of ACA compliance and other employee benefits regulations

COMPENSATION & BENEFITS
• Salary ranges from $60,000 to over $100,000
• Health, dental, and vision benefits
Vacancy posted 2 days ago
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