Employee Benefits Account Manager

Job Description

Job Description

This is a fulltime position for our Albany, New York working 37.50 hours a week.

M-F 8:30am-4:00pm

ANNUAL SALARY COMPENSATION: $55,000-$65,000

Are you a client-focused insurance professional who takes pride in delivering exceptional service? Do you thrive in a fast-paced environment where your organization, communication, and attention to detail make a real impact?

We are seeking an Employee Benefits Account Manager to join our team and provide dedicated, high-quality service to our Life & Health clients. In this role, you will work closely with producers and account managers to support renewals, client communications, paperwork, proposals, and day-to-day service needs.

Your efforts will play an important role in strengthening client relationships, improving retention, and creating opportunities for continued growth.

What You'll Do

• Partner with Employee Benefits producers and account managers to service an assigned book of business.
• Begin renewal activities approximately 90 days in advance , reviewing upcoming renewals and identifying client needs.
• Contact clients prior to renewal to identify changes in demographics, benefit needs, and premium concerns.
• Prepare renewal and proposal spreadsheets and provide producers/account managers with timely information.
• Follow up with clients regarding renewal paperwork, payments, decisions, and outstanding items.
• Assist with customer service inquiries involving billing, claims, and other account-related needs.
• Prepare and send broker-of-record and termination letters.
• Process applications and change forms, verify accuracy, and forward documentation to carriers.
• Maintain accurate and detailed client records within the agency management system.
• Maintain annual client-list spreadsheets and ensure account information remains current.
• Communicate effectively with carriers, clients, producers, account managers, and internal departments.
• Keep the broker informed of important account activities and document communications appropriately.
• Assist with various Employee Benefits administrative projects and provide additional administrative support as needed.

What We're Looking For

The ideal candidate is a self-starter who is organized, disciplined, responsive, and committed to exceptional client service.

You should possess:

• Strong verbal and written communication skills
• Excellent problem-solving abilities
• Strong technology and time-management skills
• Exceptional attention to detail and organization
• The ability to prioritize and manage multiple responsibilities
• A professional, patient, and courteous communication style
• Proficiency with Microsoft Word, Excel, Outlook, and AMS360.
• The ability to work independently while collaborating effectively with a team
• A current New York State Health & Life license.

What Success Looks Like

Success in this position means delivering a high level of client service while supporting retention and growth. You'll be successful when clients feel valued, transactions are accurate and timely, renewal processes run smoothly, and your colleagues know they can depend on you.

Why Join Us?

Our culture is built around service, teamwork, professional growth, and helping others . We value employees who are dependable, responsive, resourceful, knowledgeable, caring, and committed to working together.

We encourage our team members to take ownership, think creatively, embrace challenging work, and continually look for ways to learn, grow, and improve how we serve our clients.



Ready to Make an Impact?

What We Offer:

• Medical Insurance
• Dental Insurance
• Vision Insurance
• 401(k) with employer match
• Short-Term Disability (employer paid)
• Long-Term Disability (employer paid)
• Life Insurance
• Employee Assistance Program
• Generous PTO Policy
• Tuition Reimbursement
• Employee Referral Program
• Growth and advancement opportunities

If you're an Employee Benefits insurance professional who enjoys building relationships, solving problems, and providing outstanding client service, we'd love to hear from you!

Equal Opportunity Employer

King Risk Partners, LLC is proud to be an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences.