Employee Benefits Account Manager – MGA

Job Summary

Seeking an experienced and detail-oriented Employee Benefits Account Manager with a background in Managing General Agent (MGA) benefits to join a growing organization. This position involves managing a high-volume portfolio of employee benefits accounts, providing exceptional client service, and supporting new business and renewal activities.

The ideal candidate will have a strong understanding of employee benefits products, including medical and ancillary coverages, and experience handling claims, billing inquiries, enrollments, and policy changes. This role requires excellent organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced, collaborative environment.

This opportunity offers professional development, a supportive team environment, and potential flexibility for a hybrid work arrangement following training.

Responsibilities

• Manage and service a high-volume portfolio of employee benefits accounts, including small group business.

• Provide comprehensive account servicing, including claims assistance, billing inquiries, terminations, enrollments, additions, applications, and policy changes.

• Serve as the primary point of contact for clients, addressing questions, resolving issues, and providing guidance on employee benefits products and services.

• Explain benefit offerings and coverage options to clients and plan participants.

• Coordinate and conduct open enrollment meetings, ensuring clients and employees understand available benefit options.

• Collaborate with internal analysts to review Requests for Proposals (RFPs), evaluate coverage options, and support client needs.

• Prepare and process new business and renewal quotes as needed.

• Identify opportunities for new business development, cross-selling, and relationship growth.

• Maintain accurate account records and documentation using agency management software and benefits administration platforms.

• Utilize ImageRight, BenefitPoint, and benefits administration systems to streamline workflows and ensure accurate account management.

• Ensure timely completion of service requests, particularly during peak renewal and open enrollment periods.

• Build and maintain strong relationships with clients, carrier representatives, and internal teams.

• Stay informed on industry trends, regulatory changes, and employee benefits products to provide knowledgeable client support.

Qualifications/Requirements

• Experience:

  • 3+ years of employee benefits account management experience preferred; candidates with relevant experience may also be considered.

  • Experience working with Managing General Agents (MGAs) or in a similar employee benefits environment is highly desirable.

  • Strong knowledge of small group employee benefits, including medical and ancillary insurance products.

  • Experience managing a high volume of accounts and handling multiple service requests simultaneously.

  • Familiarity with open enrollment processes, client meetings, and renewal activities.

  • Experience with new business and renewal quoting is preferred.

• Licensing:

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

• Technical Skills:

  • Proficiency in Microsoft Excel and other standard business applications.

  • Experience with ImageRight, BenefitPoint, and benefits administration platforms is preferred.

  • Strong understanding of employee benefits terminology, policy administration, and enrollment procedures.

  • Ability to maintain accurate records and efficiently navigate multiple software platforms.

• Professional Skills:

  • Excellent verbal and written communication skills.

  • Strong problem-solving abilities and attention to detail.

  • Exceptional organizational and time management skills.

  • Ability to prioritize competing responsibilities and meet deadlines.

  • Strong interpersonal skills with a focus on client satisfaction and relationship management.

  • Ability to work independently while collaborating effectively with internal teams.

  • Adaptability and resilience in a fast-paced, high-volume environment.

  • Proactive approach to identifying solutions and improving service delivery.

Compensation Package

• Base Salary: $50,000 – $70,000 (depending on experience) + guaranteed commission opportunities

• Additional Incentives: Opportunities to earn additional compensation through new business development and relationship growth.

• Benefits: Comprehensive benefits package, including health insurance, retirement savings options, and additional employee benefits.

• Professional Development: Structured onboarding, training, and ongoing opportunities for professional growth.

• Work Arrangement: Primarily in-office, with potential hybrid flexibility following the initial training period.

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.

#LI-RM10