Job Description

Employee Benefits Account Manager

Job Summary

Seeking a highly motivated and experienced Employee Benefits Account Manager to join a team. This role is integral to the mission of delivering exceptional service and innovative solutions to clients. The successful candidate will manage a diverse portfolio of employee benefits accounts, including fully insured and self-insured medical plans, worksite products, group life, short-term disability, long-term disability, dental, and vision coverage. This is a hybrid position, requiring three days in the office per week.

Compensation Package

• Salary Range: $75,000 - $100,000 (commensurate with experience)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Design and review a full suite of employee benefits products, including medical, life, disability, dental, and vision plans.
• Provide guidance to clients on laws affecting employee benefits and human resources, including FMLA, ACA, and ERISA.
• Oversee and approve standard new business processes and policies.
• Facilitate client-facing activities, including open enrollment and presentations.
• Resolve client claims and billing issues, and request policy corrections as needed.
• Guide new clients through the implementation process and ensure a smooth handoff to the account management team.
• Maintain accurate records within the agency management system and electronic files.
• Build and maintain strong relationships with carrier representatives, general agents, and agency producers.
• Delegate tasks effectively and oversee the accuracy of delegated work.
• Identify and implement process improvements within the Employee Benefits department.
• Mentor and train junior staff within the department.
• Collaborate with senior-level management and demonstrate executive presence in all interactions.

Qualifications/Requirements

• Licenses/Designations: Life and Health (L&H) license required.
• Experience: Minimum of 3 years of experience in employee benefits, with expertise in fully insured and self-insured medical plans. Prior brokering experience is essential.
• Software Knowledge: Familiarity with BenefitPoint is a plus but not required.
• Soft Skills: Strong communication, organizational, and problem-solving skills. Ability to work collaboratively, mentor others, and maintain a client-focused approach.

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