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

• Serve as the primary day-to-day contact for client HR teams, addressing benefits inquiries, eligibility questions, and service-related concerns.

• Resolve escalated claims and service issues by coordinating with insurance carriers and third-party administrators (TPAs).

• Track and manage client requests, ensuring timely follow-up, effective communication, and resolution.

• Analyze renewal options and provide recommendations on plan designs, coverage alternatives, and carrier solutions in collaboration with Account Executives.

• Coordinate and lead open enrollment activities, including planning, employee communications, and enrollment support.

• Oversee the implementation of benefit plan changes and new carrier transitions, ensuring accuracy and timely execution.

• Assist clients with employee benefits compliance requirements, including ERISA, ACA, and HIPAA regulations.

• Support compliance-related documentation and reporting, including Summary Plan Descriptions (SPDs), Form 5500 filings, required notices, and ACA reporting.

• Monitor regulatory developments and identify potential compliance concerns, escalating issues to the appropriate internal stakeholders.

• Maintain accurate client records, activities, deadlines, and follow-ups within agency management software and benefits administration platforms.

• Analyze benefits plan performance data and prepare reports to support client reviews and strategic discussions.

• Collaborate with internal teams to improve service processes, operational efficiency, and overall client experience.

• Identify opportunities to enhance client benefit offerings and support account growth and retention initiatives.

Qualifications/Requirements

• Holds an active L&H (Life and Health) insurance license.

• 2–4 years of experience in employee benefits account management, client service, or a related role.

• Experience servicing mid-sized employer groups and managing multiple client relationships.

• Strong knowledge of group medical, dental, vision, life, and disability insurance products.

• Familiarity with multi-carrier benefits programs, renewal processes, and open enrollment administration.

• Working knowledge of employee benefits compliance requirements, including ERISA, ACA, and HIPAA.

• Excellent organizational and time management skills, with the ability to manage multiple accounts, projects, and deadlines.

• Strong written and verbal communication skills with a professional, client-focused approach.

• Proven ability to resolve complex service issues and collaborate effectively with carriers, clients, and internal teams.

• Proficiency in benefits administration platforms, client management systems, and Microsoft Office applications.

• Strong attention to detail, analytical skills, and a proactive approach to problem-solving.

• Bachelor's degree in business, healthcare administration, or a related field preferred.

• Advanced Microsoft Excel skills preferred.

Compensation Package

• Base Salary: $75,000 – $90,000 annually, depending on experience and qualifications.

• Upsell Incentives: Additional earning opportunities through an incentive structure offering 10% in the first year and 5% in the second year.

• Health Benefits: Competitive health insurance and additional employee benefits.

• Disability Coverage: Short-term and long-term disability benefits.

• Paid Time Off: Competitive PTO package.

• 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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