Competitive Advantage Benefits Account Manager

Job Description

Job Description

Description:

• As the Employee Benefits Account Manager at The Competitive Advantage Companies, you will be the primary point of contact for a portfolio of client organizations, managing and servicing their group health and welfare benefit programs. You’ll build and maintain strong client relationships by coordinating plan renewals, overseeing enrollment processes, resolving benefits-related issues, and ensuring exceptional service delivery. This role is highly client-focused, with approximately 65% of your time dedicated to responding to client inquiries via phone and email, 25% spent coordinating projects, and 10% spent in the field supporting client enrollment meetings.

Requirements:

• Serve as the primary point of contact for assigned employer group clients, fostering strong and responsive client relationships.
  
• Manage the annual benefits renewal process, including quoting, plan analysis, and carrier negotiations.
  
• Develop and present benefit plan recommendations to clients, ensuring tailored and cost-effective solutions.
  
• Coordinate open enrollment activities, including employee communications, meeting materials, and virtual/in-person presentations.
  
• Troubleshoot and resolve employee benefit issues, including claims, billing discrepancies, and eligibility matters.
  
• Collaborate with producers, account executives, and insurance carriers to support client needs and ensure smooth plan administration.
  
• Assist with the implementation of new benefit plans and carrier transitions.
  
• Provide ongoing HR and compliance support to clients, including guidance on COBRA, HIPAA, ACA, ERISA, and other regulatory requirements.
  
• Advocate for employees in claims resolution and benefit eligibility questions.
  
• Maintain accurate and up-to-date records in the agency management system.
  
• Coordinate and resolve client and carrier billing issues.
  
• Manage client census data and databases to ensure reporting accuracy and renewal readiness.
  
• Process new business, including plan setup and documentation.
  
• Provide confirmations and follow-ups for all client service requests.
  
• Stay informed on industry trends, regulatory changes, and emerging product offerings.

Required Qualifications:

• 3+ years of experience in employee benefits, insurance brokerage, or HR benefits administration
  
• Active [State] Health & Life Insurance License, or ability to obtain one within a defined time-frame
  
• Strong working knowledge of group medical, dental, vision, life, disability, FSA/HSA, and other ancillary benefit plans
  
• Experience managing small to mid-sized group markets (2–100+ lives)
  
• Familiarity with insurance carriers, quoting platforms, and HRIS/benefits administration systems
  
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
  
• Excellent communication, organizational, and problem-solving skills
  
• Strong client service orientation and attention to detail
  
• Ability to manage multiple tasks and deadlines in a fast-paced environment
  
• Bachelor’s degree from an accredited college or university
  
• Positive, professional demeanor with a collaborative and team-oriented mindset
  

Preferred Qualifications:

• Experience with large group benefit plans
  
• Prior use of AgencySmart or similar agency management systems

Why Work at The Competitive Advantage Companies:

At The Competitive Advantage Companies, you’ll be part of a collaborative, tight-knit team where your work is truly valued. As an Employee Benefits Account Manager, you'll enjoy direct access to account executives who are accessible, engaged, and committed to your success.

We believe in balance. Our standard office hours are 8:30 AM to 4:30 PM, Monday through Friday. While occasional projects may require additional time, these instances are infrequent. We provide digital tools that allow remote access to our systems and email when needed.

We offer a competitive benefits package that includes:

• Medical, Dental, and Vision Insurance
  
• Life Insurance
  
• 401(k) Retirement Plan
  

Your contributions will be recognized and appreciated—we work together, and we win together.

To apply to be a part of our team, please e-mail your cover letter and resume to: View email address on us.fitly.work