Account Manager

Job Summary

An opportunity is available for an experienced professional to manage a portfolio of small to medium-sized business clients, ensuring their group benefits programs are optimized and compliant. This role involves providing comprehensive A-Z servicing for medical and ancillary products, including health, dental, vision, life, disability, and voluntary benefits. The position is onsite and is ideal for individuals with a strong background in group benefits and client relationship management.

• Base salary ranging from $100,000 to $125,000, with additional commission potential.

• Manage and maintain a portfolio of group benefits clients, ensuring their programs meet their needs and remain compliant with regulations.
• Lead annual renewals and open enrollment processes with a proactive approach, avoiding automatic renewals.
• Address day-to-day service needs, including eligibility, claims, billing, compliance, and employee inquiries, with a focus on accuracy, empathy, and efficiency.
• Simplify and communicate benefits information effectively to employers and employees through engaging education sessions and ongoing support.
• Stay informed on ACA, ERISA, COBRA, and other regulatory changes to ensure clients remain compliant and audit-ready.
• Collaborate with internal teams, including Placement, Producers, and Technology, to deliver seamless onboarding, cross-selling opportunities, and retention strategies.

• A minimum of 3-5 years of experience in group benefits servicing, with a proven track record of managing small to medium-sized business clients.
• Active 2-15 insurance license.
• Strong knowledge of medical and ancillary products, including health, dental, vision, life, disability, and voluntary benefits.
• Expertise in ACA, ERISA, COBRA, and other relevant regulations.
• Communication and interpersonal skills, with the ability to simplify complex information for diverse audiences.
• Detail-oriented with excellent organizational and problem-solving abilities.
• Ability to work onsite and thrive in a collaborative, fast-paced environment.

This role offers a dynamic and rewarding opportunity for a dedicated professional to make a meaningful impact in the group benefits space.