Employee Benefits Account Manager

Benefits Account Manager

Job Summary

Seeking a dedicated and professional Benefits Account Manager to join a team. This role is integral to maintaining and enhancing client relationships while managing a portfolio of fully insured accounts. The ideal candidate will have a strong background in customer service, excellent communication skills, and the ability to thrive in a collaborative and client-focused environment. This position offers a hybrid work schedule, with early office closures on Fridays, and the opportunity to work with a supportive and dynamic team.

Compensation Package

• Salary Range: $60,000 - $80,000 annually, based on experience.
• Work Schedule: Monday–Thursday, 8:00 AM–5:00 PM (30-minute lunch); Friday, 8:00 AM–2:30 PM (30-minute lunch).
• Work Environment: Hybrid (1–2 days remote per week), with early office closures on Fridays.
• Additional Benefits: Comprehensive benefits package provided.

Responsibilities

• Manage a book of business consisting of 70–90 fully insured groups, ranging in size from small groups to accounts with 50–100 employees.
• Prepare and present proposals for new and renewal business, with a focus on quoting (80% quoting, 20% other responsibilities).
• Build and maintain strong client relationships, ensuring high levels of satisfaction and trust.
• Collaborate with internal teams to deliver tailored solutions that meet client needs.
• Occasionally travel to client offices as required.
• Utilize software tools such as Gen4 and Benefits Zone to manage accounts effectively.

Qualifications/Requirements

• Experience: Minimum of 3 years in customer service or a related field. Benefits experience is highly preferred.
• Technical Skills: Proficiency in Microsoft Excel and familiarity with Gen4 and Benefits Zone software is a plus.
• Soft Skills:
  • Strong interpersonal and communication skills.
  • Empathy and the ability to connect with clients and team members.
  • Confidence in speaking in front of groups.
  • Adaptability and a collaborative mindset.
  • Resilience and the ability to handle constructive feedback.
• Education: Relevant certifications or licenses are a plus but not required.
• Background Check: Successful completion of a background check is required prior to the start date.

#LI-DD3