Employee Benefits Account Manager

Employee Benefits Account Manager

Position Overview

A growing insurance and consulting organization is seeking an experienced Employee Benefits Account Manager to support and advise employer groups on their benefits programs. This role is ideal for a service-focused professional who enjoys building long-term client partnerships, coordinating benefit strategies, and delivering exceptional support throughout the year.

The successful candidate will serve as a primary point of contact for an assigned portfolio of clients, guiding them through plan renewals, enrollment activities, carrier interactions, compliance considerations, and ongoing employee benefit administration. This position requires strong organizational skills, attention to detail, industry knowledge, and the ability to manage multiple priorities in a fast-paced environment.

Key Responsibilities

• Manage day-to-day service needs for an established portfolio of group benefits clients.
• Develop and maintain strong relationships with employer groups, carrier representatives, and vendor partners.
• Prepare benefit comparisons, market analyses, and renewal recommendations to help clients make informed decisions.
• Coordinate benefit plan renewals, including carrier negotiations, plan changes, and implementation activities.
• Oversee annual enrollment projects and ensure timely communication of benefit options to clients and employees.
• Maintain benefit administration systems and enrollment platforms, ensuring plan information and employee records remain accurate.
• Collaborate with payroll, COBRA, and other third-party vendors to support eligibility and enrollment processes.
• Conduct client and employee benefit presentations through virtual or in-person meetings.
• Review enrollment data, carrier confirmations, and billing information to ensure accuracy and resolve discrepancies.
• Assist employees with questions related to eligibility, coverage options, claims concerns, and benefit utilization.
• Support employers with enrollment changes, terminations, billing inquiries, and general account servicing needs.
• Keep current on industry trends, carrier products, and regulatory developments affecting employee benefits.
• Document client interactions, plan updates, and account activity to maintain thorough records and support future planning initiatives.

Required Qualifications

• High school diploma or equivalent.
• Active Texas Life and Health insurance license or ability to obtain and maintain licensure.
• Five or more years of experience supporting employer-sponsored health and welfare benefit programs.
• Strong understanding of group medical, dental, vision, life, disability, and voluntary benefit offerings.
• Knowledge of applicable federal and state regulations related to employee benefits.
• Excellent communication, client service, and problem-solving abilities.
• Ability to manage multiple deadlines while maintaining a high level of accuracy.

Preferred Qualifications

• Bachelor's degree in Business, Human Resources, Finance, Insurance, or a related field.
• Experience with benefits administration technology and agency management systems.
• Familiarity with major medical and ancillary insurance carriers.
• Proficiency with Microsoft Office applications, including Excel, Word, Outlook, Teams, and PowerPoint.
• Experience presenting benefit information to employer groups and employees.

Desired Attributes

• Client-focused and relationship-driven.
• Highly organized with strong follow-through.
• Self-motivated and able to work independently.
• Detail-oriented with exceptional time-management skills.
• Collaborative team player who contributes to a positive workplace culture.
• Committed to providing an outstanding client experience while supporting organizational growth.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.