Assistant Account Manager

About the role

The Assistant Account Manager (AAM) supports our Employee Benefits team by serving as a key point of contact for clients and internal partners, ensuring a seamless service experience from onboarding through renewal. This role plays an integral part in managing benefit plan administration, coordinating transactions, supporting open enrollment, and maintaining accurate documentation.

Responsibilities

• Serve as a primary contact for clients and carriers, ensuring timely and solution-focused service
• Manage benefit enrollments, policy changes, renewals, and account documentation
• Support and participate in open enrollment meetings and client presentations
• Review policies for accuracy and maintain agency management systems
• Process claims and maintain detailed client and carrier communications
• Identify opportunities to enhance client value through additional services

Qualifications

• NYS Life & Health License required
• Experience in employee benefits insurance and policy administration
• Strong proficiency in Microsoft Office and agency systems; comfortable leveraging AI tools to improve efficiency
• Experience supporting renewals and open enrollment processes
• Professional, client-facing communication skills
• Strong understanding of compliance and documentation standards
• Commitment to staying current on industry and regulatory updates

Pay

The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location. The salary range for this position is $57,500 to $62,500.