Job Description
Account Manager – Employee Benefits
Job Summary
Seeking a dedicated and experienced Employee Benefits Account Manager to join a growing Client Experience team. This role serves as the primary point of contact for clients, overseeing renewals, open enrollment, and day-to-day benefits administration while ensuring exceptional service and client satisfaction.
The ideal candidate will have a strong understanding of employee benefits products, excellent relationship management skills, and a proactive approach to problem-solving. This position plays a key role in client retention by delivering strategic solutions, managing client needs, and collaborating with internal teams and carrier partners.
This opportunity offers a hybrid work arrangement and a collaborative, client-focused environment.
Responsibilities
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Serve as the primary day-to-day contact for client HR teams, addressing benefits inquiries, eligibility questions, and service-related concerns.
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Resolve escalated claims and service issues by coordinating with insurance carriers and third-party administrators (TPAs).
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Track and manage client requests, ensuring timely follow-up, effective communication, and resolution.
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Analyze renewal options and provide recommendations on plan designs, coverage alternatives, and carrier solutions in collaboration with Account Executives.
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Coordinate and lead open enrollment activities, including planning, employee communications, and enrollment support.
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Oversee the implementation of benefit plan changes and new carrier transitions, ensuring accuracy and timely execution.
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Assist clients with employee benefits compliance requirements, including ERISA, ACA, and HIPAA regulations.
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Support compliance-related documentation and reporting, including Summary Plan Descriptions (SPDs), Form 5500 filings, required notices, and ACA reporting.
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Monitor regulatory developments and identify potential compliance concerns, escalating issues to the appropriate internal stakeholders.
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Maintain accurate client records, activities, deadlines, and follow-ups within agency management software and benefits administration platforms.
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Analyze benefits plan performance data and prepare reports to support client reviews and strategic discussions.
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Collaborate with internal teams to improve service processes, operational efficiency, and overall client experience.
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Identify opportunities to enhance client benefit offerings and support account growth and retention initiatives.
Qualifications/Requirements
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Holds an active L&H (Life and Health) insurance license.
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2–4 years of experience in employee benefits account management, client service, or a related role.
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Experience servicing mid-sized employer groups and managing multiple client relationships.
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Strong knowledge of group medical, dental, vision, life, and disability insurance products.
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Familiarity with multi-carrier benefits programs, renewal processes, and open enrollment administration.
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Working knowledge of employee benefits compliance requirements, including ERISA, ACA, and HIPAA.
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Excellent organizational and time management skills, with the ability to manage multiple accounts, projects, and deadlines.
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Strong written and verbal communication skills with a professional, client-focused approach.
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Proven ability to resolve complex service issues and collaborate effectively with carriers, clients, and internal teams.
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Proficiency in benefits administration platforms, client management systems, and Microsoft Office applications.
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Strong attention to detail, analytical skills, and a proactive approach to problem-solving.
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Bachelor's degree in business, healthcare administration, or a related field preferred.
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Advanced Microsoft Excel skills preferred.
Compensation Package
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Base Salary: $75,000 – $90,000 annually, depending on experience and qualifications.
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Upsell Incentives: Additional earning opportunities through an incentive structure offering 10% in the first year and 5% in the second year.
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Health Benefits: Competitive health insurance and additional employee benefits.
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Disability Coverage: Short-term and long-term disability benefits.
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Paid Time Off: Competitive PTO package.
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Work Arrangement: Hybrid schedule offering a combination of onsite and remote work.
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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