Account Manager – Employee Benefits

Job Summary

Seeking a dedicated and experienced Employee Benefits Account Manager to join a growing Client Experience team. This role serves as the primary point of contact for clients, overseeing renewals, open enrollment, and day-to-day benefits administration while ensuring exceptional service and client satisfaction.

The ideal candidate will have a strong understanding of employee benefits products, excellent relationship management skills, and a proactive approach to problem-solving. This position plays a key role in client retention by delivering strategic solutions, managing client needs, and collaborating with internal teams and carrier partners.

This opportunity offers a hybrid work arrangement and a collaborative, client-focused environment.

Responsibilities

• Serve as the primary day-to-day contact for client HR teams, addressing benefits inquiries, eligibility questions, and service-related concerns.

• Resolve escalated claims and service issues by coordinating with insurance carriers and third-party administrators (TPAs).

• Track and manage client requests, ensuring timely follow-up, effective communication, and resolution.

• Analyze renewal options and provide recommendations on plan designs, coverage alternatives, and carrier solutions in collaboration with Account Executives.

• Coordinate and lead open enrollment activities, including planning, employee communications, and enrollment support.

• Oversee the implementation of benefit plan changes and new carrier transitions, ensuring accuracy and timely execution.

• Assist clients with employee benefits compliance requirements, including ERISA, ACA, and HIPAA regulations.

• Support compliance-related documentation and reporting, including Summary Plan Descriptions (SPDs), Form 5500 filings, required notices, and ACA reporting.

• Monitor regulatory developments and identify potential compliance concerns, escalating issues to the appropriate internal stakeholders.

• Maintain accurate client records, activities, deadlines, and follow-ups within agency management software and benefits administration platforms.

• Analyze benefits plan performance data and prepare reports to support client reviews and strategic discussions.

• Collaborate with internal teams to improve service processes, operational efficiency, and overall client experience.

• Identify opportunities to enhance client benefit offerings and support account growth and retention initiatives.

Qualifications/Requirements

• Holds an active L&H (Life and Health) insurance license.

• 2–4 years of experience in employee benefits account management, client service, or a related role.

• Experience servicing mid-sized employer groups and managing multiple client relationships.

• Strong knowledge of group medical, dental, vision, life, and disability insurance products.

• Familiarity with multi-carrier benefits programs, renewal processes, and open enrollment administration.

• Working knowledge of employee benefits compliance requirements, including ERISA, ACA, and HIPAA.

• Excellent organizational and time management skills, with the ability to manage multiple accounts, projects, and deadlines.

• Strong written and verbal communication skills with a professional, client-focused approach.

• Proven ability to resolve complex service issues and collaborate effectively with carriers, clients, and internal teams.

• Proficiency in benefits administration platforms, client management systems, and Microsoft Office applications.

• Strong attention to detail, analytical skills, and a proactive approach to problem-solving.

• Bachelor's degree in business, healthcare administration, or a related field preferred.

• Advanced Microsoft Excel skills preferred.

Compensation Package

• Base Salary: $75,000 – $90,000 annually, depending on experience and qualifications.

• Upsell Incentives: Additional earning opportunities through an incentive structure offering 10% in the first year and 5% in the second year.

• Health Benefits: Competitive health insurance and additional employee benefits.

• Disability Coverage: Short-term and long-term disability benefits.

• Paid Time Off: Competitive PTO package.

• Work Arrangement: Hybrid schedule offering a combination of onsite and remote work.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-TM1

Position Overview

Our client, a nationally recognized insurance carrier, is seeking a Director, Professional Liability & Cyber Claims to serve as a senior individual contributor within their claims organization. You’ll be trusted with high-impact matters at the intersection of technology, risk, and insurance. This role calls for sharp judgment, clear communication, and the confidence to independently steer complex claims from intake through resolution. 

Salary

• $110,000 to $120,000+/year base salary (based on experience)
• Annual target bonus
• Comprehensive benefits package (health, dental, vision, 401k, etc.)
• Opportunities for professional development and advancement

Requirements

• 5+ years of experience in claims handling Professional Liability (D&O, E&O, EPL, Cyber, Fiduciary, etc.) or a closely related field
• Experience with cyber or technology-related claims is highly desirable
• Juris Doctor preferred but not mandatory
• Ability to obtain and maintain required adjuster licenses (resident/home state and additional states as needed)

Job Description

• Taking ownership of sophisticated cyber and technology-related claims, including both first-party and third-party matters
• Interpreting policy language and making well-reasoned coverage determinations with speed and precision
• Directing investigations by leveraging internal specialists and outside experts while aligning with established Financial Lines standards
• Developing the claim story as it unfolds—assessing responsibility, quantifying loss, and evaluating financial exposure
• Establishing and actively managing indemnity and expense reserves, supported by clear rationale and documentation
• Producing focused, high-quality reports that summarize risk, strategy, and status for stakeholders
• Managing external partners such as defense counsel, forensic vendors, and other service providers
• Representing the company at mediations, settlement discussions, hearings, or trials when required
• Building credibility and trust with insureds, brokers, attorneys, and internal business partners
• Maintaining a well-organized portfolio of active claims and proactively driving files toward resolution
• Ensuring all handling complies with regulatory requirements and fair claims practices standards

#LI-MW1

Position Overview

Our client, a nationally recognized insurance carrier, is seeking an AVP, Professional Liability & Cyber Claims to serve as a senior individual contributor within their claims organization. You’ll be trusted with high-impact matters at the intersection of technology, risk, and insurance. This role calls for sharp judgment, clear communication, and the confidence to independently steer complex claims from intake through resolution. 

Salary

• $140,000 to $170,000+/year base salary (based on experience)
• Annual target bonus
• Comprehensive benefits package (health, dental, vision, 401k, etc.)
• Opportunities for professional development and advancement

Requirements

• 8+ years of experience in claims handling Professional Liability (D&O, E&O, EPL, Cyber, Fiduciary, etc.) or a closely related field
• Experience with Employment Practice Liability-related claims is highly desirable
• Juris Doctor preferred but not mandatory
• Ability to obtain and maintain required adjuster licenses (resident/home state and additional states as needed)

Job Description

• Taking ownership of sophisticated Professional Liability-related claims, including both first-party and third-party matters
• Interpreting policy language and making well-reasoned coverage determinations with speed and precision
• Directing investigations by leveraging internal specialists and outside experts while aligning with established Financial Lines standards
• Developing the claim story as it unfolds—assessing responsibility, quantifying loss, and evaluating financial exposure
• Establishing and actively managing indemnity and expense reserves, supported by clear rationale and documentation
• Producing focused, high-quality reports that summarize risk, strategy, and status for stakeholders
• Managing external partners such as defense counsel, forensic vendors, and other service providers
• Representing the company at mediations, settlement discussions, hearings, or trials when required
• Building credibility and trust with insureds, brokers, attorneys, and internal business partners
• Maintaining a well-organized portfolio of active claims and proactively driving files toward resolution
• Ensuring all handling complies with regulatory requirements and fair claims practices standards

#LI-MW1

Employee Benefits Assistant Account Executive 📍 Nassau County, NY | Hybrid schedule: 3 days in office, 2 days remote

A top national retail P&C brokerage is seeking a Life & Health-licensed professional to join its Employee Benefits team as an Assistant Account Executive. This is a great opportunity for someone with a strong service mindset who wants to build a career supporting employer-sponsored benefits programs.

What you’ll do

What we’re looking for

Work arrangement This role is based in Nassau County, NY, with a hybrid schedule of three days in the office and two days working remotely. Remote flexibility may be available.

Interested? Apply through LinkedIn to learn more about the opportunity.

#LI-JL1

Claims Senior Manager / Director – Trucking Claims

Job Summary

Seeking an experienced Claims Senior Manager / Director – Trucking Claims to provide strategic leadership and operational oversight for commercial trucking claims operations. This role is responsible for leading and developing Claims Managers, optimizing claims performance, ensuring regulatory compliance, and driving effective claims resolution strategies.

The ideal candidate will have extensive experience in commercial trucking claims, including interstate and multistate exposures, along with a background in Personal Auto and/or General Liability claims. This position requires strong leadership capabilities, technical claims expertise, and a proven ability to improve operational efficiency while maintaining high standards of client service.

This position offers a hybrid work arrangement.

Responsibilities

• Lead, manage, and mentor a team of Claims Managers, ensuring operational effectiveness, accountability, and professional development.

• Oversee commercial trucking claims operations, including complex and high-exposure losses involving interstate transportation, bodily injury, property damage, and liability exposures.

• Establish, monitor, and evaluate key performance indicators, claims metrics, and service standards to drive efficiency, productivity, and quality outcomes.

• Provide strategic direction on complex claims, settlement decisions, litigation management, reserve accuracy, and overall claims resolution strategies.

• Ensure claims handling practices comply with applicable state and federal regulations, insurance requirements, and industry best practices.

• Identify and implement process improvements to enhance claims workflows, reporting, operational efficiency, and service delivery.

• Collaborate with clients, carriers, brokers, legal counsel, and senior leadership to resolve complex claims issues and maintain strong business relationships.

• Coach and develop Claims Managers, promoting accountability, collaboration, and continuous improvement.

• Oversee litigation strategies, vendor relationships, and complex liability exposures while identifying opportunities to mitigate losses and control claims costs.

• Analyze claims trends, loss performance, and operational data to support strategic planning and informed business decisions.

• Develop and implement initiatives to improve claims outcomes, operational performance, and overall departmental effectiveness.

Qualifications/Requirements

• Minimum of 8 years of progressive claims experience, preferably within commercial trucking, transportation, or commercial auto claims.

• Proven leadership experience managing claims teams and developing managers or supervisors.

• Extensive knowledge of commercial trucking claims involving interstate transportation and multistate exposures.

• Experience with Personal Auto and/or General Liability claims, including liability investigations, coverage analysis, bodily injury, and property damage.

• Demonstrated experience managing complex, litigated, and high-exposure claims.

• Strong understanding of claims reserving, settlement strategies, litigation management, and claims performance metrics.

• Knowledge of state insurance regulations and federal requirements affecting interstate trucking operations.

• Proven ability to analyze claims data, identify trends, and implement operational improvements.

• Excellent leadership, communication, negotiation, analytical, and decision-making skills.

• Strong relationship-building skills with clients, carriers, legal counsel, and internal stakeholders.

• Licensing: Active Georgia Claims Adjuster License required. Additional state adjuster licenses, particularly New York and California, are highly preferred.

Compensation Package

• Base Salary: $160,000 – $175,000 annually, with flexibility up to $185,000 for highly qualified candidates.

• Health Benefits: Competitive health insurance options.

• Equity Opportunities: Potential stock options.

• Wellness Benefits: Wellness-related benefits and reimbursement opportunities.

• Additional Benefits: Competitive benefits package and additional employee perks.

• Work Arrangement: Hybrid schedule with a combination of onsite and remote work.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-JF1

Commercial & Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial & Personal Lines Account Manager to join a team. This role involves managing a mix of commercial (40%) and personal lines (60%) accounts, providing exceptional service to the clients, and ensuring the smooth operation of the insurance processes. The ideal candidate will have a strong background in Property & Casualty insurance, excellent organizational skills, and the ability to work collaboratively in a family-oriented, flexible work environment.

Compensation Package

• Salary Range: $50,000 - $80,000 (depending on experience) + bonus opportunities
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a book of business consisting of approximately 150 renewals, including BOPs, artisan contractors, GCs, events, churches, professional lines, and bonds.
• Quote new and renewal business, ensuring accuracy and timeliness.
• Handle daily tasks such as issuing Certificates of Insurance (COIs), preventing cancellations, and troubleshooting client issues.
• Utilize agency management software for documentation and processing.
• Collaborate with team members to maintain a cohesive and supportive work environment.
• Gradually take on more managerial responsibilities as needed.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license required.
• Experience:
  • Minimum of 1 year of experience in a similar role (3+ years preferred).
  • Familiarity with small to mid-sized accounts (average size $50k, maximum $80k-$100k).
• Technical Skills: Proficiency in agency management software. Experience with both paper and electronic documentation processes.
• Soft Skills:
  • Strong interpersonal skills and the ability to mesh well with a close-knit team.
  • Proactive problem-solving abilities and a willingness to take on additional responsibilities over time.
  • Excellent organizational and time management skills.
• Other Requirements: Must be comfortable working in-office for at least the first year.

#LI-MJ1

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. This role is integral to the mission of providing exceptional service to the clients. As a Personal Lines Account Manager, you will work closely with producers to service accounts, manage renewals, and ensure client satisfaction. This is an excellent opportunity to join a family-oriented business with the backing of a nationally recognized organization, offering a supportive and collaborative work environment.

Compensation Package

• Salary Range: $50,000 - $60,000 annually
• Benefits: Comprehensive benefits package provided through a nationally recognized group
• Work Environment: Fully onsite (potential for remote work in the future)

Responsibilities

• Manage and service standard personal lines accounts with a focus on client satisfaction.
• Collaborate with producers to address client needs and ensure seamless account management.
• Handle some renewal business and assist with policy changes as needed.
• Utilize in-house quoting tools to support account servicing.
• Maintain accurate and up-to-date records in the agency management system (Vertafore AMS360).
• Participate in team-building meetings and training sessions to enhance skills and knowledge.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 3 years of experience in personal lines account management.
• Technical Skills: Proficiency in Vertafore AMS360 or similar agency management software.
• Preferred Background: Experience in an agency or captive environment.
• Attributes: Tech-savvy, quick learner, and able to adapt to a fast-paced environment.

#LI-JN4

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. This role involves managing a substantial book of business, primarily focused on public entity accounts. This is an excellent opportunity for a motivated professional to step into a well-established position and contribute to the continued success of the organization. The ideal candidate will possess strong attention to detail, a competitive spirit, and a drive to excel in a dynamic environment.

Compensation Package

• Salary Range: $65,000 to $90,000, commensurate with experience.
• Work Arrangement: Hybrid, with 4 in-office days per week.

Responsibilities

• Manage a large book of business, primarily consisting of public entity accounts.
• Handle accounts with revenue sizes ranging up to and over $100,000.
• Oversee a total book of business generating $2 million in revenue across multiple Account Managers.
• Quote and process both new and renewal business.
• Ensure timely and accurate completion of renewals and other account management tasks.
• Provide exceptional service to clients, addressing their needs and maintaining strong relationships.

Qualifications/Requirements

• Licenses: Property & Casualty (P&C) license required.
• Experience: Prior experience in commercial insurance is preferred.
• Skills:
  • Strong attention to detail.
  • Motivated and driven to succeed.
  • Competitive spirit; former college athletes are encouraged to apply.
• Work Ethic: Ability to manage a high volume of accounts with minimal day-to-day supervision once renewals are completed.

#LI-DC2

Commercial Lines Account Manager / Senior Account Manager

Job Summary

Seeking an experienced and detail-oriented Commercial Lines Account Manager / Senior Account Manager to join a growing insurance organization. This role is responsible for managing mid to large market commercial accounts, primarily within the real estate and construction industries, while delivering exceptional client service and maintaining strong relationships with clients, producers, and carrier partners.

The ideal candidate will have a strong background in commercial lines account management, proficiency in agency management software, and a proactive approach to problem-solving. This opportunity is well-suited for a tech-savvy, intellectually curious professional who thrives in a collaborative environment and is committed to providing high-quality client service.

Hybrid and remote work arrangements may be available depending on experience and qualifications.

Responsibilities

• Manage and service a portfolio of mid to large market commercial lines accounts, with a primary focus on real estate and construction risks.

• Handle all aspects of commercial account servicing, including renewals, quoting, proposals, endorsements, policy changes, billing inquiries, and new business submissions.

• Collaborate closely with producers to facilitate policy placements, address coverage needs, and ensure seamless service delivery.

• Maintain strong relationships with clients, insurance carriers, and internal team members to support client satisfaction and retention.

• Review policies and coverage options to identify potential gaps and recommend appropriate insurance solutions.

• Prepare and present renewal proposals, coverage comparisons, and other client-facing documentation.

• Utilize Applied EPIC to maintain accurate account records, track activities, and manage policy documentation.

• Coordinate with insurance carriers to obtain quotes, negotiate terms, and resolve coverage or servicing issues.

• Respond promptly and professionally to client inquiries, ensuring timely resolution of service requests.

• Maintain organized account files and ensure compliance with agency procedures and industry standards.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.

• Minimum of 5 years of commercial lines account management experience for the Account Manager position.

• Minimum of 10 years of commercial lines account management experience for the Senior Account Manager position.

• Previous experience in a Commercial Lines Manager or similar leadership role is also valued.

• Experience managing mid to large market commercial accounts, preferably within the real estate and construction industries.

• Proficiency in Applied EPIC or similar agency management software.

• Strong understanding of commercial insurance coverages, policy forms, underwriting requirements, and renewal processes.

• Excellent communication, organizational, and relationship management skills.

• Strong attention to detail with the ability to manage multiple accounts and competing priorities.

• Demonstrated technical aptitude and ability to adapt to new systems and technologies.

• Proactive problem-solving skills, intellectual curiosity, and a commitment to continuous professional development.

• Ability to work independently and collaboratively in a hybrid or remote environment.

Compensation Package

• Salary Range: $60,000 – $90,000 annually, depending on experience and qualifications, with flexibility for highly qualified candidates.

• Benefits: Comprehensive benefits package.

• Work Arrangement: Hybrid opportunities available, with fully remote arrangements considered for highly experienced Senior Account Manager candidates.

• Professional Development: Opportunities for continued learning and career advancement within a growing organization.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-JN4

Commercial Insurance Account Manager

Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial lines insurance coverage. Candidate will be familiar with all coverage lines with both admitted and non-admitted carriers.

The ideal candidate will have the following qualifications:

• Experience working with multiple lines coverage.
• Ability to manage a large, established book of business. 
• Prior experience in a client facing role, building and maintaining relationships
• Ability to handle new and renewal business, including coverage review and endorsements.  
• Ability to review insurance contracts for accuracy. 
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Responsible for retention of all accounts assigned to them.
• Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues.
• Experience in brokerage setting.
• Carry an active P&C license.

#LI-BH1