Benefits Account Manager (onsite)

Job Description

Job Description

Are you passionate about delivering exceptional service in the group benefits space? GTM Insurance Agency LLC, an affiliate of GTM Payroll & HR, is seeking an experienced and client-focused Benefits Account Manager to join our growing team. This is your opportunity to manage a dedicated book of business, make a real impact on client success, and be part of a collaborative and values-driven agency.

About the Role

As a Benefits Account Manager, you will serve as the primary point of contact for our group benefits clients. You'll take the lead in managing day-to-day service needs, coordinating renewals, and ensuring clients receive timely, compliant, and high-quality support across their benefit programs. This role is ideal for someone who thrives on building strong relationships, solving problems, and delivering a stellar client experience.

What You'll Do

• Act as the main liaison between clients, carriers, and internal teams for all benefit-related matters
• Manage a variety of group benefit plans including medical, dental, vision, life, disability, and voluntary benefits
• Coordinate and execute the renewal process: collect quotes, create proposals, and present strategic recommendations
• Lead open enrollment planning, employee education sessions, and onboarding support
• Troubleshoot billing, eligibility, claims, and enrollment issues with carriers and vendors
• Ensure accurate and timely delivery of all client materials, including compliance notices and plan documents
• Keep up-to-date with regulatory requirements (ACA, COBRA, HIPAA, ERISA) and advise clients accordingly
• Maintain detailed records in the agency management system
• Support Producers in developing benefit strategies for prospective clients
• Work collaboratively with Account Executives, Producers, and Compliance Specialists

What You Bring

• 2-4 years of experience in group benefits, insurance, or HR benefits administration
• Deep understanding of group benefits products, quoting practices, and compliance requirements
• Familiarity with underwriting, renewal cycles, and benefits documentation
• Strong communication and relationship management skills
• High attention to detail and excellent problem-solving ability
• Proficiency in Microsoft Office; knowledge of agency management systems (such as Applied Epic) a plus
• Life & Health Insurance License (or willingness to obtain within 90 days of hire)
• Bachelor's degree in Business, HR, or a related field preferred

What Success Looks Like

• Clients view you as a trusted advisor and consistently rely on your expertise
• You proactively anticipate client needs and resolve issues before they arise
• You make insurance concepts easy to understand and actionable for clients
• Your organizational and time-management skills allow you to juggle multiple priorities smoothly

Why Join GTM Insurance Agency?

At GTM, we prioritize integrity, responsiveness, and long-term partnerships. You'll work in a professional environment that values collaboration, continuous learning, and delivering real results for our clients. We offer competitive compensation, opportunities for professional development, and a supportive team that's invested in your success.

Ready to make a difference in the world of employee benefits? Apply today and become part of a team that empowers clients and supports your growth.