Employee Benefits Assistant Account Manager

Job Description

Job Description

Employee Benefits Assistant Account Manager

Hybrid

Location: Buffalo, NY

Position Type: Full-Time

Department: Employee Benefits Division

Reports To: Senior Account Managers and Benefits Director

Position Overview

We are seeking a dedicated and detail-oriented Employee Benefits Assistant Account Manager to join a client's growing Employee Benefits Division. This full-time position offers an excellent opportunity for a motivated professional to develop their career in the employee benefits industry while providing exceptional service to our valued clients and their employees.

The Employee Benefits Assistant Account Manager will serve as a vital liaison between the insurance agency, clients, insurance carriers, and employees. This role requires a customer-service oriented individual who thrives in a fast-paced environment and possesses strong organizational and communication skills. The successful candidate will support our account management team in delivering comprehensive benefits solutions to small and mid-sized group employers while ensuring seamless client experiences throughout the entire benefits lifecycle.

Primary ResponsibilitiesAdministrative Support & Client Services

• Provide comprehensive administrative support to the Employee Benefits Division, ensuring efficient daily operations and workflow management
• Assist with client interactions through phone, email, and in-person meetings, maintaining professional and responsive communication at all times
• Prepare and maintain accurate client files, documentation, and records in compliance with company standards and regulatory requirements
• Coordinate meetings, prepare agendas, and document action items for client consultations and internal team discussions
• Manage multiple priorities simultaneously while maintaining attention to detail and meeting established deadlines

Client Relationship Management

• Help manage and nurture relationships with assigned clients and small group employers, serving as a reliable point of contact for benefits-related inquiries
• Assist with the annual renewal process, including gathering census information, preparing renewal presentations, and communicating plan changes to clients
• Support the onboarding process for new clients by coordinating implementation timelines, collecting required documentation, and facilitating smooth transitions
• Respond promptly to client questions regarding coverage, eligibility, claims, and billing issues, escalating complex matters to senior team members when appropriate
• Conduct follow-up communications to ensure client satisfaction and identify opportunities for additional support or services

Proposal Development & Documentation

• Prepare professional client proposals, including benefit plan summaries, cost comparisons, and recommendations

Qualifications

• Current life & health license and/or willingness to obtain within 60-90 days
• Prefer 1+ years' experience with employee benefits: medical, vision, dental, life, disability, and ancillary benefits