Job Description

Employee Benefits Account Manager

Job Summary

Seeking a dedicated and experienced Employee Benefits Account Manager to manage and service a designated small-group book of business. This role is pivotal in delivering proactive, value-added services that enhance client experience, retention, and account profitability. As the primary day-to-day service contact for assigned clients, will handle renewals, enrollments, compliance support, and ongoing benefits administration needs.

Compensation Package

• Salary Range: $50,000 - $75,000 annually
• Benefits Include:
  • Paid Time Off (PTO)
  • Comprehensive Insurance Options: Medical, Dental, Vision, Long-Term Disability, Short-Term Disability.

Responsibilities

Small Group Account Management

• Serve as the primary service contact for assigned small employer benefits clients, addressing inquiries and resolving issues to ensure client satisfaction.
• Manage annual renewals, including data collection, quoting, plan comparisons, and proposal preparation.
• Coordinate open enrollment activities, including employee communications and enrollment support.
• Process new business submissions, additions, terminations, and life event changes.
• Resolve carrier, billing, claims, and eligibility issues in a timely and professional manner.
• Deliver value-added services such as compliance guidance, HR tools, employee education, market trends, plan performance, and wellness initiatives.
• Educate clients on benefit plan options, features, and enrollment processes through workshops, webinars, and individual consultations.
• Promote service tools and technology platforms to enhance client engagement.

Internal Collaboration and Revenue Support

• Provide a seamless client experience and identify upsell and cross-sell opportunities (e.g., dental, vision, life, disability, voluntary benefits).
• Maintain accurate client records and documentation within the agency management system.
• Support onboarding of new clients and ensure smooth implementation.
• Track service activity, renewal timelines, and client deliverables.
• Meet service-level standards and retention goals.
• Actively participate in department and company meetings.

Qualifications/Requirements

Required Qualifications

• Minimum of 1 year of experience in employee benefits or insurance.
• At least 1 year of account management experience.
• Strong understanding of group health insurance and ancillary benefits.
• Excellent customer service and communication skills.
• Strong organizational and time management abilities.
• Ability to manage multiple accounts and deadlines.
• Proficiency with Microsoft Office and agency management software.

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