Employee Benefits Account Manager

• Manage complex client relationships and full account lifecycle for mid and large group clients (50+ lives)
• Ensure high-quality service delivery, client satisfaction, and retention
• Partner closely with Account Executives, Client Advisors, and internal teams
• Execute strategic benefit programs, manage renewals, and deliver operational excellence across all service activities
• Own and manage the full post-sale client lifecycle
• Maintain accurate client records and policy documentation
• Interpret plan designs, eligibility structures, and contribution strategies
• Monitor carrier discrepancies and resolve system issues
• Coordinate cross-functional service delivery with internal teams
• Support and execute renewal processes and timelines
• Lead and coordinate open enrollment meetings and communications
• Oversee client onboarding and vendor implementations
• Build strong relationships with clients, carriers, and partners
• Proactively resolve issues and anticipate client needs
• Ensure timely communication and follow-through
• Develop presentations, guides, and employee communications
• Lead employee education sessions (virtual and onsite)

• 3+ years in employee benefits or insurance brokerage
• Experience with large group clients (100+ lives preferred)
• Knowledge of medical, dental, vision, and ancillary products
• Life and Health license (or ability to obtain)
• Proficiency in Microsoft Office and benefits systems
• Strong client relationship management
• High attention to detail in fast-paced environments
• Effective communication skills
• Ability to manage multiple priorities
• Collaborative and proactive mindset

Demonstrates expertise in managing complex client relationships and the full account lifecycle for mid and large group clients, ensuring high-quality service delivery and client satisfaction. Proficient in interpreting plan designs and executing strategic benefit programs while maintaining accurate client records and effective communication.

• Client Relationship Management
• Employee Benefits Knowledge
• Life And Health License
• Microsoft Office Proficiency
• Attention To Detail

• Account Lifecycle Management
• Plan Design Interpretation
• Benefit Program Execution
• Renewal Process Management
• Operational Excellence

• Effective Communication
• Proactive Mindset
• Collaboration
• Issue Resolution
• Time Management

• Life And Health License

• Employee Benefits
• Insurance Brokerage
• Client Onboarding
• Open Enrollment
• Ancillary Products

• Benefits Systems
• Microsoft Office