Employee Benefits Account Manager | Insurance Brokerage

Job Description

Job Description

Employee Benefits Account Manager

Salary: $75,000 – $90,000 + Benefits
Location: Orlando, FL

We are seeking an experienced Employee Benefits Account Manager to join a dynamic team in Orlando, FL. This role is ideal for a professional with a proven track record in managing small (2–25 lives) to mid-sized (25–500 lives) group benefits accounts, providing exceptional client service, and collaborating closely with Producers.

Key Responsibilities

• Manage a book of group benefits clients ranging from 2–500 lives.

• Attend open enrollment meetings and client meetings with Producers.

• Assist with marketing, RFP preparation, and implementation of benefit plans.

• Handle renewals, conduct presentations, and manage day-to-day service needs.

• Build and maintain strong relationships with carrier representatives and underwriters.

• Stay current on carrier rating plans, programs, and industry best practices.

• Provide support for client enrollments, benefit inquiries, product knowledge, and claims resolution.

• Prepare proposals and assist with sales presentations as needed.

• Maintain client information across multiple agency management and benefits administration systems.

• Ensure accurate and timely communication with clients, addressing service requests and resolving issues efficiently.

Qualifications

• 3–5 years of experience in health insurance and ancillary products.

• Active Florida Life & Health Insurance License.

• Background in an insurance agency, TPA, medical practice, or carrier setting.

• Experience managing a book of employee benefits business or handling claims/billing issues in a medical practice.

• Proficiency with Microsoft Office (especially Excel) and familiarity with agency management systems.

• Strong knowledge of Health Savings Accounts (HSA), Health Reimbursement Accounts (HRA), Flexible Spending Accounts (FSA), COBRA, ERISA, and DOL guidelines.

• Excellent communication and relationship-building skills.

All submissions will be kept confidential
For consideration, please email your resume directly to: View email address on us.fitly.work