Benefits Account Manager

Responsibilities

• Serve as the operational lead for each client’s renewal cycle, ensuring all activities are completed proactively, accurately, and on schedule
• Collaborate with brokers to assess client trends, identify issues, and surface opportunities for enhanced solutions or cross‑selling
• Partner with benefits analysts to market renewals, evaluate carrier options, and prepare polished, accurate proposals
• Review proposals thoroughly, ensuring all information is correct and presented clearly
• Assist in preparing materials and summaries for renewal meetings and support brokers during delivery
• Communicate updates, recommendations, and next steps clearly to clients
• Confirm renewal decisions and ensure all necessary documentation is accurately submitted to carriers
• Complete all renewal close‑out tasks within established timelines or inform team lead of any roadblocks or delays
• Maintain complete and accurate client data in Benefit Point, Image Right, SharePoint and as applicable, Employee Navigator or other Benefit Technology
• Document all activity thoroughly to ensure transparency and continuity for the entire team
• Manage open enrollment workflows, recertifications, and other client deliverables in a timely and organized manner
• Support ongoing process improvements and standardization to drive efficiency
• Serve as the first point of contact for day‑to‑day client service needs, including eligibility questions, enrollment changes, claims resolution, and benefit inquiries
• Troubleshoot issues efficiently and escalates when necessary
• Provide warm, professional, responsive communication to employers, employees, carriers, and internal stakeholders
• Ensure all client‑facing communication is clear, accurate, and timely
• Maintain strong working relationships with brokers, analysts, national practice teams, and carriers
• Communicate proactively to keep all stakeholders aligned and projects moving forward
• Ensure clients receive information about compliance resources, HR support, Medicare guidance, and webinars available through the national practice teams
• Participate in team discussions, best‑practice sharing, and collective problem‑solving
• Proactive mindset:
  Anticipates needs and identifies issues before they escalate
• Ownership mentality:
  Takes responsibility for the client lifecycle and internal workflows
• Organizational excellence:
  Maintains structure, prioritization, accuracy, and documentation
• Client‑first orientation:
  Demonstrates empathy, responsiveness, and consistent follow‑through
• Deadline discipline:
  Balances multiple timelines without sacrificing quality
• Collaborative communication:
  Shares information clearly; contributes positively to team culture
• Adaptability:
  Operates effectively in a fast‑paced, deadline‑driven environment

• Associate’s or bachelor’s degree preferred; equivalent relevant experience considered
• 2–4 years of professional office experience required; background in benefits, HR, or client service strongly preferred
• Proficiency in Microsoft Outlook, Word, and Excel
• Confident and professional in verbal and written communication with clients and vendors
• Highly organized, process‑driven, and capable of managing multiple simultaneous deliverables
• Able to work independently while collaborating effectively with team members
• Must obtain Accident, Health & Life Producer’s License within 90‑days of hire and maintain continuing education requirements