Sr. Account Manager

Employee Benefits Sr. Account Manager (Project Management) About Us

At Your Policy, we are guided by four Core Values:
People First, Do What You Love, Deliver What You Promise, and Balance is Key. These values are the foundation of our approach to building lasting relationships and delivering truly personalized service.

Our mission is to simplify the insurance experience by making it transparent, convenient, and user-friendly empowering our customers to make confident, informed decisions about their coverage with ease and trust.

We are seeking a proactive and detail-oriented Employee Benefits Account Manager to join our growing team. In this role, you will serve as the primary point of contact for employer clients, acting as a trusted advisor and strategic partner. You’ll manage renewals, market benefit programs, educate clients on compliance requirements, and ensure every account receives exceptional service and support.

The ideal candidate has strong communication skills, deep knowledge of employee benefits, and a passion for helping organizations create benefit programs that make a difference for their employees.

• Serve as the main point of contact for employer clients, providing proactive, high-touch support.
• Manage a book of business across medical, dental, vision, life, disability, and ancillary lines of coverage.
• Coordinate all aspects of renewals, including gathering updated census data, analyzing carrier quotes, and preparing client presentations.
• Market and place new benefit programs that align with client goals and budgets.
• Educate clients on compliance topics such as ERISA, ACA, COBRA, and FMLA.
• Prepare employee communication materials for open enrollment and benefits changes.
• Assist with claims, billing, and administrative inquiries.
• Collaborate with producers and brokers on strategic planning, cost containment, and retention initiatives.
• Maintain accurate, organized, and up-to-date records within the agency management system.
• Stay informed about industry trends, carrier updates, and regulatory developments to provide proactive client guidance.

• Education:
  
  Bachelor’s degree preferred, or equivalent combination of education and experience.
• Licensing:
  Active Life & Health license (or ability to obtain within 90 days).
• Experience:
  
  Minimum 25 years in employee benefits account management or a related role.
• Strong understanding of group medical and ancillary benefit products.
• Familiarity with agency management systems and document management tools.

• Excellent communication, relationship management, and presentation skills.
• In-depth knowledge of benefit plan structures and compliance requirements.
• Strong analytical and problem-solving abilities.
• Highly organized and able to manage multiple priorities with precision.
• Collaborative, professional, and self-driven with a client-first mindset.
• Proficiency in MS Office and agency management systems (Hawk Soft experience a plus).

• Competitive base salary.
• Health, dental, and vision insurance after 30 days of employment.
• 401(k) plan eligibility after 500 hours of employment.
• Paid time off and holidays.
• Professional development and continuing education opportunities.

At Your Policy, we believe insurance is more than benefits and renewals its about people and partnerships. Every day, our Account Managers make a real impact by delivering clarity, confidence, and care to our clients.

If you’re passionate about helping businesses protect their people and thrive, we’d love to meet you.