Account Manager - Employee Benefits

Job Description

Job Description

Job Summary:

We are seeking a bilingual (English/Spanish) , detail-oriented, and client-focused Account Manager to join our Employee Benefits team, specializing in Small Group (1–100 employees) . This role manages ongoing client relationships and supports the implementation and administration of group benefit programs, including Section 125 Cafeteria Plans , Health Reimbursement Arrangements (HRA) , and Flexible Spending Accounts (FSA) . The ideal candidate is proactive, organized, and passionate about providing exceptional service to a diverse client base.

Key Responsibilities:

• Act as the primary point of contact for a portfolio of small group clients, providing day-to-day support and guidance on employee benefits.
• Educate and assist clients in understanding plan design, enrollment processes, and compliance with Section 125, HRA, and FSA regulations.
• Deliver clear, effective communication and benefit presentations in both English and Spanish to clients and their employees.
• Coordinate with carriers, vendors, and internal teams to manage enrollments, terminations, renewals, and billing inquiries.
• Monitor legislative and regulatory changes affecting employee benefits, particularly ACA and IRS rules.
• Maintain accurate client records in the agency management system and ensure timely follow-up on service issues.
• Collaborate with producers and other account team members to support client retention and satisfaction.

Qualifications:

• Fluency in both English and Spanish is required.
• 3+ years of experience in employee benefits, account management, or insurance services—preferably with small group clients.
• Strong working knowledge of Section 125 Plans , HRAs , and FSAs .
• Familiarity with group medical, dental, vision, life, and ancillary insurance plans.
• Excellent communication, presentation, and customer service skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Proficient with Microsoft Office Suite and benefits administration platforms (e.g., Ease, Employee Navigator, or similar).
• Active Life & Health Insurance

Compensation & Benefits:

• Competitive salary based on experience
• Comprehensive health, dental, vision, and 401(k) benefits
• Paid holidays and generous PTO
• Ongoing professional development support

Physical Demands and Work Environment:

The physical demands and work environment described here represent those that must be met by an employee to perform the essential functions of this job successfully.

 
While performing the duties of this job, the employee is frequently required to stand, drive, walk, sit, use hands, use a computer, use ten-key, talk, hear, talk on the phone, reach with hands and arms, and bend at mid-waist. The employee is frequently exposed to outside weather conditions, dust, walking on uneven ground, cold, extreme heat, and wet or humid conditions. 

 
The employee must occasionally lift and/or move up to 40 pounds. Specific vision abilities required by this job include close vision, color vision, depth perception, and the ability to adjust focus.