Account Manager

Benefits Account Manager

Under the direction of the Team Lead – Account Management, the Benefits Account Manager is responsible for delivering exceptional client service by serving as an extension of the client and its employees, managing an assigned book of business, and acting as an active and engaged member of the Benefits client service team.

This role requires strong client relationship management, timely communication, independent judgment, organization, and the ability to manage multiple priorities and time-sensitive responsibilities in a fast-paced environment. The Benefits Account Manager is expected to maintain regular and reliable attendance, remain responsive during scheduled business hours and collaborate effectively with clients, carriers, vendors, and internal team members to ensure uninterrupted service delivery.

Ideal candidates must have the following:

• 2-3 years of employee benefits knowledge.
• At least one year of experience in managing employee benefits accounts in a broker or carrier setting.

Essential Duties and Responsibilities

• Manage and maintain an assigned book of employee benefits business while delivering a high level of client service and support.
• Serve as a primary point of contact for assigned clients and their employees regarding benefits-related service matters.
• Act as an advocate for clients in resolving claims, eligibility, billing, coverage, and carrier service issues.
• Build and maintain strong working relationships with clients, carriers, vendor partners, and internal stakeholders.

Communication & Responsiveness

• Respond promptly and professionally to client, employee, carrier, and internal inquiries via phone, email, and virtual/in-person meetings.
• Maintain consistent availability and responsiveness during scheduled working hours to support client needs and service expectations.
• Participate in client meetings, department meetings, strategy discussions, renewal presentations, and enrollment meetings as needed.
• Communicate effectively with internal teams to ensure continuity of service and timely issue resolution.

Renewal & Strategic Planning

• Support ongoing client projects, strategic initiatives, and annual renewal processes.
• Assist with the development, review, and presentation of renewal strategies, benefit plan options, and marketing proposals.
• Review carrier proposals, plan designs, rates, and coverage details for completeness and accuracy.
• Develop renewal options and/or marketing proposals aligned with client objectives and organizational goals.
• Facilitate coordination of carrier and vendor resources in support of client benefit strategies.

Documentation & Administrative Responsibilities

• Maintain accurate and timely documentation of client activity, communications, and service actions in agency management and departmental systems.
• Ensure client records are complete, organized, and current.
• Track tasks, deadlines, deliverables, and follow-up items to ensure timely completion.

Operational Effectiveness

• Manage multiple competing priorities while meeting deadlines and maintaining service standards.
• Exercise sound judgment in prioritizing urgent client matters and escalations.
• Work collaboratively as an active member of the service team to ensure seamless service delivery.
• Maintain regular and reliable attendance to support client servicing obligations and team collaboration.

Certificates/Licenses/Education

Life & Health Insurance License Strongly Preferred

Bachelor's Degree Required