Employee Benefits Account Manager

A growing insurance and employee benefits organization is seeking an experienced Employee Benefits Account Manager to support and service group benefits clients in a hybrid work environment. This role is ideal for someone who thrives in a client-focused setting and enjoys building long-term relationships while managing day-to-day benefits administration and support activities.

The ideal candidate is organized, proactive, and experienced working with employer-sponsored health and life insurance programs. This position requires strong communication skills, attention to detail, and the ability to coordinate effectively with clients, carriers, vendors, and internal teams.

Key Responsibilities

• Manage day-to-day servicing activities for assigned employee benefits accounts
• Support clients with renewals, enrollments, policy changes, terminations, and ongoing account maintenance
• Build and maintain strong relationships with employer groups, insurance carriers, TPAs, and internal stakeholders
• Coordinate the timely delivery of plan materials, employee communications, and benefits documentation
• Assist clients and employees with claims-related issues, billing questions, and carrier escalations
• Work directly with insurance carriers and third-party administrators to resolve service and policy-related matters
• Maintain accurate records and documentation within agency management and CRM systems
• Provide hands-on support during open enrollment and employee education activities
• Stay informed on benefits trends, compliance updates, carrier offerings, and industry best practices
• Support overall client retention and service initiatives through responsive and professional communication

Qualifications

• Active Life & Health insurance license required
• Minimum of 1 year of experience supporting employee benefits or group insurance accounts
• Knowledge of group health, dental, vision, life, and disability insurance products
• Strong customer service, communication, and relationship management skills
• Excellent organizational skills with the ability to manage multiple priorities and deadlines
• Experience working with insurance carriers, TPAs, and benefits administration processes
• Proficiency with Microsoft Office and agency management or CRM systems
• Experience with HubSpot or similar CRM platforms is a plus

Preferred Traits

• Client-service mindset with strong problem-solving abilities
• Comfortable assisting clients and employees with benefits education and enrollment support
• Detail-oriented with strong follow-through and accountability
• Ability to work both independently and collaboratively in a hybrid environment
• Adaptable and responsive in a fast-paced professional setting