Job Description

Job Title: Employee Benefits Account Manager

Job Summary:
Seeking an experienced Employee Benefits Account Manager to manage and retain a book of group benefits clients while delivering high-touch, customer-centric service. This role is ideal for a proactive, detail-oriented professional who thrives in a collaborative and fast-paced environment. The position requires strong communication and organizational skills, a thorough understanding of benefits regulations, and a commitment to delivering exceptional service.

Responsibilities:

• Manage and service existing group benefits accounts, acting as the primary point of contact for clients
• Conduct presentations for new business, renewals, and open enrollment meetings
• Prepare quotes and proposals for group health and ancillary benefits
• Respond to client inquiries related to claims, eligibility, coverage, and costs
• Accurately enter and update client data in the agency management system
• Stay current with federal/state regulations and industry trends impacting employee benefits
• Maintain strong relationships with carriers and vendors to ensure timely issue resolution
• Uphold client confidentiality and ensure all work complies with regulatory requirements
• Collaborate with internal teams to support client initiatives and continuous process improvements

Qualifications/Requirements:

• Active Life & Health License required
• 3+ years of experience in employee benefits account management
• Proven experience managing client relationships and servicing group benefits accounts
• In-depth knowledge of benefits regulations and quoting/renewal processes
• Experience with BenefitPoint or similar agency management systems preferred
• Professional designations are a plus
• Excellent communication and interpersonal skills
• Strong organizational skills and attention to detail
• Proactive, solution-oriented mindset with the ability to work independently and in a team environment

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.

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