Job Description

Position: Employee Benefits Account Manager
Location: Remote within 2 hours of Morristown, Tn (with travel for client meetings)
Department: Employee Benefits

We are seeking an experienced and knowledgeable Large Group Employee Benefits Account Manager to join our dynamic team. In this role, you will manage a complex book of business consisting of mid- to large-market clients with a variety of funding methods and plan structures. This position serves as the primary service contact and is instrumental in delivering strategic solutions and outstanding service to clients.

Key Responsibilities:

• Serve as the primary contact for assigned large group clients, acting as the liaison between clients, carriers, producers, and internal teams.

• Lead and support client meetings, including renewals and utilization reviews, when the Account Executive or Producer is unavailable.

• Oversee the installation and administration of group benefit contracts (including new business, rewrites, and renewals).

• Provide compliance support and guidance related to ERISA, COBRA, FMLA, PCORI, ACA, and other regulatory requirements.

• Coordinate and prepare employee communications, benefit guides, renewal notices, and signature-ready documentation.

• Handle escalated service issues including billing, enrollment, and claims (when not managed by a Benefit Resource Center).

• Develop and maintain strong relationships with insurance carriers and vendors.

• Prepare year-end reporting, carrier utilization analysis, benchmarking data, and 5500 filings.

• Lead internal process initiatives and contribute to special projects and team development.

Qualifications:

• Minimum of 4–6 years of experience in the employee benefits industry, preferably servicing large group clients.

• Bachelor's degree or industry designation preferred (e.g., CEBS, RHU).

• Active Life & Disability Insurance License (or ability to obtain within 2 months of hire).

• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).

• Strong organizational and time management skills with the ability to manage competing priorities.

• Excellent verbal and written communication skills, with the ability to present and train effectively.

• Proven ability to work independently, problem-solve, and operate in a fast-paced, client-focused environment.

Preferred Experience:

• Experience with RFP coordination, employee benefits technology platforms, and payroll system integrations.

• Familiarity with self-funded group plans, stop-loss arrangements, and alternative funding models.

• Knowledge of benefits administration tools and HRIS systems.

What We Offer:

• Competitive compensation and benefits package

• Professional development opportunities and continuing education support

• Collaborative, team-oriented work environment

• Remote or hybrid flexibility with some travel to client sites as needed

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