Account Manager

Position: Employee Benefits Account Manager

Job Description:

Benefits Account Manager

Job Title: Benefits Account Manager

Location: The Hive – Sandy, UT 84070

Reports to: Lead Benefits Account Manager

Department: Employee Benefits

FLSA Status: Non-Exempt

Job Purpose

The Benefits Account Manager is responsible for managing and servicing a block of small to mid‑sized employer group clients. This role focuses on delivering superior client service, ensuring successful renewals, and maintaining strong client relationships. The Benefits Account Manager will work closely with sales and account retention teams, coordinate renewals, and provide proactive support to clients while maintaining high standards of communication, organization, and follow‑through.

Key Responsibilities 1. Client Service and Relationship Management

• Manage a portfolio of small to mid‑sized employer group clients.
• Successfully renew each client’s lines of coverage during renewal periods.
• Develop and maintain strong, ongoing client relationships within the assigned book of business.
• Anticipate client needs and identify strategies to resolve issues proactively.
• Keep clients informed of industry trends and cost containment programs.
• Conduct client meetings, renewal discussions, and regular check‑ins.

2. Account Coordination and Operations

• Coordinate daily activities between clients, sales, and operations teams.
• Ensure timely resolution of service issues with appropriate communication.
• Support client implementations and monitor progress of ongoing service items.
• Assist in strategic account reviews to strengthen client relationships.
• Mentor and share knowledge with peers regarding products, processes, and client relationships.

3. Compliance and Industry Knowledge

• Maintain up‑to‑date knowledge of employee benefits products (medical, dental, disability, life, etc.).
• Ensure compliance with agency standards, carrier guidelines, and regulations.
• Demonstrate understanding of financial arrangements and client product options.

Qualifications Education & Experience

• Bachelor’s degree in business or related field, or equivalent experience.
• 1–3 years of experience in the employee benefits insurance industry (self‑funded preferred).
• Minimum 2 years of account management experience.
• Experience with fully insured plans preferred.
• Active Life & Health/Disability license required within 6 months of hire.

Knowledge, Skills & Abilities

• Excellent communication and organizational skills.
• Strong collaboration, presentation, and client service skills.
• Ability to interface effectively with multiple levels of client organizations.
• Proficiency in CRM systems and Microsoft Office Suite.
• Ability to manage multiple priorities and meet deadlines in a fast‑paced environment.
• Strong problem‑solving and project management skills.

Working Conditions

• Primarily office‑based with potential for hybrid or remote work depending on location.
• Standard core hours are 8:30am – 5:00pm, with flexibility as needed.
• Evening and weekend work may be required as business needs demand.
• Periodic travel may be required for client meetings or training.

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