The Competitive Advantage Companies Senior Benefits Account Manager

Job Description

Job Description

Description:

As the Senior Benefits Account Manager at The Competitive Advantage Companies (TCAC), you’ll play a dual role — leading by example in the management of your own client portfolio while also mentoring and overseeing the broader Account Management team. You will be responsible for delivering exceptional service to our clients and ensuring that TCAC’s Account Managers operate with consistency, efficiency, and professionalism across all client relationships. This is a senior-level, client-facing position requiring strong leadership, deep technical knowledge of group benefits, and a proactive approach to client service and team coordination.

Requirements:

Key Responsibilities:

Client Relationship & Account Management

• Serve as the primary point of contact for a designated portfolio of employer group clients, fostering strong, responsive relationships.
• Manage the annual renewal process — including quoting, plan analysis, benchmarking, and carrier negotiations — to deliver tailored, cost-effective benefit solutions.
• Develop and present strategic recommendations to clients that align with their financial goals and employee engagement objectives.
• Oversee open enrollment activities, ensuring timely delivery of employee communications, meeting materials, and presentations (virtual or in-person).
• Resolve complex client and employee issues related to claims, billing, and eligibility, serving as a trusted advocate and resource.
• Provide ongoing compliance and HR support, including COBRA, HIPAA, ACA, ERISA, and other federal/state regulations. - Maintain accurate documentation and client data within the agency management system.

Team Leadership & Management

• Supervise and lead the Account Management team, providing coaching, training, and performance oversight to ensure client service standards are consistently met.
• Partner with producers, executives, and leadership to assign accounts, balance workloads, and improve operational efficiency.
• Review client deliverables, renewals, and communications prepared by Account Managers for quality and accuracy.
• Foster a culture of collaboration, accountability, and professional growth across the Account Management department.
• Identify opportunities for process improvement and help develop best-practice workflows for client service delivery.

Strategic & Operational Support

• Work cross-functionally with internal teams (Benefits, P&C, Life & Annuities, HR, and Leadership) to enhance client experience.
• Stay informed on industry trends, carrier updates, and emerging product offerings to support client strategy and internal training.
• Participate in and contribute to company initiatives focused on growth, efficiency, and client retention.

Qualifications

• 5+ years of experience in employee benefits account management (brokerage or carrier background strongly preferred).
• Proven experience leading or mentoring a team in a client service-oriented environment.
• Active Life & Health Insurance License (or willingness to obtain within 90 days).
• Deep understanding of group medical, dental, vision, life, disability, and voluntary benefits.
• Strong analytical, organizational, and communication skills.
• Proficiency with agency management systems (AgencySmart) and Microsoft Office Suite