Employee Benefits Account Manager

The Employee Benefits Account Manager is responsible for managing and servicing a designated small-group book of business while delivering proactive, value-added services that improve client experience, retention, and account profitability. This role serves as the primary day-to-day service contact for assigned clients and supports insurance producers by handling renewals, enrollments, compliance support, and ongoing benefits administration needs.


Key Responsibilities

Small Group Account Management

• Serve as primary service contact for assigned small employer benefits clients addressing inquiries, resolving issues, and ensuring overall client satisfaction
• Manage annual renewals including data collection, quoting, plan comparisons, and proposal preparation
• Coordinate open enrollment activities including employee communications and enrollment support
• Process new business submissions, additions, terminations, and life event changes
• Resolve carrier, billing, claims and eligibility issues in a timely and professional manner
• Independently handle all routine client servicing
• Deliver agency value-added offerings such as compliance guidance and resources, HR tools, employee education, market trends, plan performance and wellness initiatives
• Educate clients on benefit plan options, features, and enrollment processes through workshops, webinars, and individual consultations
• Promote agency service tools and technology platforms to improve client engagement

Internal Collaboration and Revenue Support

• Provide a seamless client experience and identify upsell and cross-sell opportunities (dental, vision, life, disability, voluntary benefits)
• Maintain accurate client records and documentation within the agency management system
• Support onboarding of new clients and ensure smooth implementation
• Track service activity, renewal timelines, and client deliverables
• Meet service-level standards and retention goals
• Attend and actively participate in regular department and monthly company meetings

Reports to: Director of Client Services- Employee Benefits
Department: Employee Benefits
Work Schedule & Classification: Full-time, salaried (non-exempt) position
Salary: $50,000 - $75,000 Annually
Physical Requirements: Must be capable of sitting for a long period of time, working on a computer, standing, and walking.


Required Qualifications

• One or more years of employee benefits or insurance experience
• One or more years of account management experience
• Strong understanding of group health insurance and ancillary benefits
• Excellent customer service and communication skills
• Strong organizational and time management abilities
• Ability to manage multiple accounts and deadlines
• Proficiency with Microsoft Office
• Proficiency agency management software

Preferred Qualifications

• Active New Jersey Life Insurance and Health Insurance Licenses
• Bachelor's degree
• Experience using Applied Systems Epic

Benefits

• Paid Time Off (PTO)
• 401(k) with Employer Match
• Profit Sharing Plan
• Flexible work and In Office/Remote Hybrid Work Schedules (after 90 days)
• Insurance options for: Medical, Dental, Vision, Long Term Disability, Short Term Disability, Life, Accident, Critical Illness, Accident Death & Dismemberment and Identity Theft

About Rue Insurance

Rue Insurance is one of the largest independent insurance brokerages in the state of NJ, having been established in 1917. We offer insurance solutions throughout NJ and PA with a focus on Mercer, Bucks, Burlington, Middlesex, Monmouth, Ocean, and Somerset counties and licenses in most states across the US. We consistently win "Best Places to Work NJ" and recently "Best Places to Work Insurance", a national designation. We have an exceptional and diverse company culture that has led to our average employee remining with us for over a decade. Our employees give 5-star customer service to our clients which in turn has fostered our sterling reputation.


Equal Opportunity Employer

Rue Insurance provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.


This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.