Benefits Assistant Account Manager

The Liberty Company isn’t just an insurance brokerage—it’s a place where culture comes first. With our fresh approach and award-winning work environment, we’ve grown exponentially by putting people at the center of everything we do. If you’re ready to find your Joy of Being (JOB), we want to hear from you! At Liberty, we foster entrepreneurship, creativity, and collaboration. In addition to competitive pay and excellent benefits, we offer PTO, holiday pay, paid training, stress management programs, opportunities to give back, and so much more.

The Assistant Account Manager supports the effective delivery of employee benefits programs to group clients by working closely with the Producer, Account Management, and other internal team members. This role combines operational experience, client service, and compliance awareness to ensure a remarkable client experience and smooth administration of benefit plans.

• Collaborate with the Producer, AE, AM, and internal stakeholders to complete service tasks for assigned clients, ensuring all benefit-related activities are executed accurately and on time.
• Cultivate strong relationships with clients, carriers, and vendors by understanding client needs, anticipating challenges, and proactively addressing concerns.
• Stay informed on industry regulations and compliance requirements, supporting broker compliance tasks and helping to indemnify company risk under the direction of the AE.
• Investigate and resolve benefit-related inquiries and concerns, including billing, claims, eligibility, and system errors, demonstrating a commitment to client satisfaction.
• Provide clear and concise communication to clients, internal and external stakeholders, ensuring all parties are informed and aligned.
• Maintain detailed and accurate records using internal agency management systems, shared file systems, and other applicable software applications.
• Assist in the creation and review of employee benefit guides, presentations, and other key documents that are client and employee facing.
• Assist with employee communication and open enrollment materials and meetings.
• Learn and maintain benefit administration platforms as needed, supporting both internal processes and client needs.
• Acknowledge and respond to all client requests promptly and professionally, setting timeline expectations when issues require additional time to resolve.
• Develop and maintain excellent carrier and vendor relationships to facilitate effective plan administration and issue resolutions.
• Support the overall development and advancement of the employee benefits team by performing other tasks and projects as assigned.
• Leverage critical thinking and process improvement skills to recommend enhancements to workflows and client service delivery.
• Know when to escalate and/or apprize the producer of unusual activity/red flags on accounts.
• Uphold department best practices.
• Support team and perform other duties as assigned.

• Active NJ DOI Life and Health Insurance
• At least two years of client service or benefits administration in benefits brokerage/insurance industry supporting 50-500 employees.
• Work schedule:
  
  8:30 – 5:00pm EST M-F
• Accuracy and attention to detail is absolutely required, as well as a track record of reliability, confidentiality, and conscientious work habits.

• Benefits product and eligibility knowledge
• Experience with MS Office, particularly Excel, Power Point, Publisher and data management software; benefits administration software highly desired (Employee Navigator)
• Strong organizational and time management skills
• Excellent written and verbal communication abilities
• Proactive problem-solving and critical thinking
• High attention to detail and accuracy
• Ability to work collaboratively in a team environment
• Commitment to client service and satisfaction
• Adaptability to changing regulations and client needs

At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.

We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become a north star others can look to for direction as we advance together.

• Qualified applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, 1033 and 1034 to qualify for that role.