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.
#LI-BO1