Insurance Agency - Employee Benefits Account Manager

Job Description

Job Description

Overview

Hiring: Insurance Agency - Employee Benefits Account Manager

Industry: Employee Benefits Consulting

Organization: Cundy, Inc

Hours: 8:30 – 5:30 Mon- Fri

Location: Fort Lauderdale, FL

Benefits include

• Insurance – Medical, Dental, Vision, Disability, FSA, Life
• Paid Time off for Vacation and Sick
• Paid Holidays
• Some travel
• Opportunity to grow

About Us

We’re a locally owned, family-operated employee benefits consulting firm helping employers design and manage meaningful benefit programs. Our clients trust us for our personal service, integrity, and creative problem-solving — values we also extend to our team.

Position Overview

The Insurance Agency- Employee Benefits Account Manager supports the service and retention of employee benefits clients by assisting with day-to-day account management activities, client communication, enrollment processing, and benefits administration. This is an excellent opportunity for someone with prior insurance experience who is looking to grow their career in employee benefits consulting.

Working closely with Senior Account Managers and Account Executives, you will play an important role in delivering exceptional client service while learning the group benefits industry.

Key Responsibilities

• Support a portfolio of employee benefits clients under the guidance of senior team members.
• Respond to client and employee inquiries regarding benefits, eligibility, and coverage.
• Assist with enrollments, terminations, and employee benefit changes.
• Support open enrollment preparation, setup, and execution.
• Process service requests including ID card requests, billing inquiries, and basic claims issues.
• Maintain accurate client records and documentation.
• Utilize Employee Navigator for eligibility and benefits administration.
• Track client communications, activities, and tasks within Salesforce.
• Assist with renewal preparation, reporting, and data validation.
• Support compliance communications and documentation using agency tools.
• Collaborate with carriers, vendors, and internal teams to ensure excellent service delivery.

Qualifications

• 1–3 years of insurance experience (individual, Medicare, or related field).
• Basic understanding of health insurance products and terminology.
• Strong organizational and time management skills.
• Excellent written and verbal communication skills.
• Excellent attention to detail and accuracy.
• Active 215 Life & Health License preferred (or willingness to obtain).
• Experience with employee benefits, Employee Navigator, Salesforce, or similar systems is a plus.
• Self-starter who is eager to learn and grow within the employee benefits industry.

Career Growth Opportunity

This role is designed as a developmental position with a clear path toward:

• Account Manager
• Senior Account Manager
• Account Executive

Training will be provided on group benefits, agency workflows, and internal systems to support your long-term success.

E-Verify:

Cundy, Inc participates in the federal government’s E-Verify program, which confirms employment authorization of all newly hired employees and most existing employees through an electronic database maintained by the Social Security Administration and Department of Homeland Security. For all new hires, the E-Verify process is completed in conjunction with the Form I-9 Employment Eligibility Verification on or before the first day of work. E-Verify is not used as a tool to pre-screen candidates. For up-to-date information on E-Verify, go to and click on 'E-Verify' located near the bottom of the page.