Employee Benefits Account Manager

Employee Benefits Account Manager

Thrive in an environment that empowers you to make an impact, deliver exceptional client service, and contribute to a culture of excellence.

The Employee Benefits Account Manager oversees a portfolio of small-group employee benefits clients, building strong relationships and delivering exceptional service throughout the account lifecycle. This role acts as a trusted advisor, helping clients navigate benefit plan administration, renewals, enrollment activities, and ongoing service needs while supporting client retention and growth.

Key Responsibilities:

• Serve as the primary contact for small employer benefits clients, resolving service and benefits-related inquiries.
• Manage annual renewals, including data gathering, quoting, plan analysis, and proposal preparation.
• Coordinate open enrollments and support employee communications and benefit enrollments.
• Process new business, employee changes, terminations, and qualifying life events.
• Resolve carrier, billing, claims, eligibility, and administrative issues.
• Advise clients on compliance, HR resources, wellness programs, market trends, and plan performance.
• Educate clients on benefit plans through presentations, webinars, and consultations.
• Identify cross-selling opportunities for ancillary and voluntary benefits.
• Maintain client records, support implementations, track service activities, and achieve retention goals.
• Partner with internal teams to deliver a seamless client experience and effective account management.

Why Join:

• Profit Sharing Plan
• Consistently ranked "Best Places to Work" (nationally & locally)
• Hybrid
• Opportunities to obtain advanced industry certifications
• 401(k) with Match
• Comprehensive Medical, Dental, Vision Coverage with HRA and FSA

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