Job Description

Employee Benefits Licensed Account Manager

Job Summary

Seeking a dedicated and experienced Employee Benefits Licensed Account Manager to join a team. This full-time hybrid role (3 days per week in-office) is ideal for a professional with a strong background in employee benefits account management, who thrives in a fast-paced environment and is passionate about delivering exceptional client service. The successful candidate will serve as the primary point of contact for a portfolio of clients, managing the full account lifecycle, including renewals, compliance, and benefits administration.

Compensation Package

• Salary Range: $70,000 - $80,000 annually
• Benefits: Comprehensive benefits package
  • Flexible time off and 11 paid holidays
  • 401(k) Plan

Responsibilities

• Act as the primary contact for assigned employee benefits clients, fostering strong, long-term relationships.
• Manage complex service issues related to claims, eligibility, coverage, billing, and plan changes, escalating as needed.
• Oversee the renewal process, including gathering census data, coordinating marketing strategies, obtaining quotes, and managing timelines.
• Market new and renewal business to carriers, analyze proposals, and prepare benchmarking reports and plan comparisons.
• Negotiate with carriers and vendors to secure competitive rates and plan designs aligned with client needs.
• Prepare client-ready proposals, quote comparisons, and renewal presentations.
• Coordinate open enrollment meetings, employee communication materials, and implementation checklists.
• Update and maintain benefits administration platforms, including plan setup, employee enrollment, and eligibility updates.
• Provide compliance support for ACA, ERISA, HIPAA, and other employee benefits requirements.
• Maintain accurate documentation of client interactions, policy changes, and service activities in agency management systems.
• Collaborate with producers, carriers, and internal teams to ensure client satisfaction and retention.
• Identify opportunities for workflow improvements and operational efficiencies.

Qualifications/Requirements

Required:

• Current Life and Health Producer License in good standing.
• Minimum of 3 years of experience in employee benefits, group health, or insurance agency account management.
• Strong knowledge of employee benefits plan structures, renewal workflows, and carrier marketing practices.
• Familiarity with claims, billing, eligibility, open enrollment, and benefits administration processes.
• Working knowledge of ACA, ERISA, HIPAA, and related compliance requirements.
• Excellent organizational skills with the ability to manage multiple accounts and deadlines.
• Strong written and verbal communication skills, with the ability to explain benefit options and service issues clearly.
• High attention to detail and commitment to compliance and documentation.

Preferred:

• Experience with Applied Epic and Employee Navigator software.
• Familiarity with carrier portals, census collection, and benefits administration platforms.

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