Account Manager; Remote

Employee Benefits Account Manager (Remote)

Position Overview: We are seeking an experienced and client-focused Employee Benefits Account Manager to join our team. This role is responsible for managing a portfolio of employee benefits clients, supporting renewals, coordinating benefit administration, and delivering exceptional service throughout the client lifecycle. The ideal candidate is highly organized, relationship-driven, and experienced in navigating a fast-paced environment while partnering with internal teams, carriers, and clients to deliver effective benefits solutions.

This position plays a key role in supporting client retention, operational efficiency, and overall client satisfaction.

Work location and arrangement: This is a full-time remote position that supports our New York offices. Preference for candidates residing in the Northeast Region.

Professional Responsibilities:

• Serve as the primary point of contact for assigned employee benefits clients, delivering responsive, consultative service while building and maintaining strong client relationships.
• Lead and support employee benefits renewals, including gathering census data, preparing renewal analyses, coordinating carrier quotes, and managing timelines to ensure successful outcomes.
• Coordinate open enrollment activities, employee education, and benefit administration to support a positive client and employee experience.
• Partner with Producers, Benefit Consultants, carriers, and internal team members to deliver customized benefit solutions and seamless service.
• Review client documents, proposals, contracts, and benefit materials for accuracy and completeness.
• Prepare renewal analyses, contribution modeling, benchmarking, and claims reporting for self-funded and fully insured clients as needed.
• Coordinate carrier submissions, RFP processes, and internal workflows to ensure timely completion of deliverables and policy implementation.
• Identify opportunities to support account growth, cross-sell additional services, and strengthen client relationships.
• Maintain accurate documentation, client records, and policy history within agency management and CRM systems.
• Respond to client inquiries related to benefits, billing, claims, eligibility, and policy administration in a timely and professional manner.
• Collaborate with internal teams to support operational efficiency, workflow management, and client retention efforts.
• Stay informed on employee benefits trends, compliance requirements, carrier updates, and industry best practices through ongoing professional development.

Qualifications and Requirements:

• 3+ years of experience in employee benefits account management, consulting, or a related client service role preferred.
• Life & Health insurance license preferred or ability to obtain within 30 days of hire.
• Understanding of self-funding and captive models, or similar experience in alternative funding methods; PEO knowledge would be a plus.
• Proficiency with Microsoft Office Suite, including Outlook, Word, PowerPoint, and Excel, along with agency management and CRM systems (e.g., Zywave) preferred.
• Bachelor’s degree or equivalent professional experience in business, insurance, or a related field preferred.
• Strong organizational skills with the ability to manage multiple priorities, timelines, and client deliverables in a fast-paced environment.
• Excellent written and verbal communication skills with strong interpersonal and relationship-building abilities.
• Ability to work independently while collaborating effectively across internal teams and external partners.
• Professional, client-focused mindset with strong attention to detail and commitment to service excellence.

Benefits:

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid holidays
• Personalized PTO
• 401(k)

Salary: $80,000 - $100,000 per year depending on experience

The salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law.…