Job Description

This role supports the employee benefits team by coordinating new and renewal group plans across medical, dental, vision, and related lines. The Account Manager will collaborate closely with producers and clients, assisting with service needs, gathering renewal data, and ensuring timely, accurate delivery of marketing materials, quotes, and proposals.

Key Responsibilities

• Support renewal and new business processes by collecting required information and preparing materials

• Act as a point of contact for client inquiries and resolve administrative or coverage-related issues

• Collaborate with carriers to request and track quotes, confirming accuracy upon receipt

• Help prepare benefit summaries, enrollment kits, and marketing documentation

• Review policy documents for accuracy and enter details into the agency system

• Maintain organized digital records and track outstanding items through internal workflows

• Contribute to audits and ensure compliance with internal and industry standards

• Document client communications and follow up on unresolved service issues

Requirements

• Minimum of 2 years' experience in an employee benefits account management role

• Active Life & Health license required

• Familiarity with agency management systems and carrier portals (e.g., AMS360, Benefit Point, Perfect Quote)

• Strong understanding of group health and ancillary benefit offerings

• Excellent organizational, written, and verbal communication skills

• Initial in-office presence required for training and onboarding (first 6 months), with hybrid flexibility available afterward

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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