Benefits Account Manager

Responsibilities

• Serve as the operational lead for each client’s renewal cycle, ensuring all activities are completed proactively, accurately, and on schedule.
• Collaborate with brokers to assess client trends, identify issues, and surface opportunities for enhanced solutions or cross-selling.
• Partner with benefits analysts to market renewals, evaluate carrier options, and prepare polished, accurate proposals.
• Review proposals thoroughly, ensuring all information is correct and presented clearly.
• Affiliate with renewal meetings and support brokers during delivery.
• Communicate updates, recommendations, and next steps clearly to clients.
• Confirm renewal decisions and ensure all necessary documentation is accurately submitted to carriers.
• Complete all renewal close-out tasks within established timelines or inform team lead of any roadblocks or delays.
• Maintain complete and accurate client data in BenefitPoint, ImageRight, SharePoint, and as applicable, Employee Navigator or other Benefit Technology.
• Document all activity thoroughly to ensure transparency and continuity for the entire team.
• Manage open enrollment workflows, recertifications, and other client deliverables in a timely and organized manner.
• Support ongoing process improvements and standardization to drive efficiency.
• Serve as the first point of contact for day-to-day client service needs, including eligibility questions, enrollment changes, claims resolution, and benefit inquiries.
• Troubleshoot issues efficiently and escalate when necessary.
• Provide warm, professional, responsive communication to employers, employees, carriers, and internal stakeholders.
• Ensure all client-facing communication is clear, accurate, and timely.
• Manage strong working relationships with brokers, analysts, national practice teams, and carriers.
• Communicate proactively to keep all stakeholders aligned and projects moving forward.
• Ensure clients receive information about compliance resources, HR support, Medicare guidance, and webinars available through the national practice teams.
• Participate in team discussions, best-practice sharing, and collective problem-solving.
• Proactive mindset: Anticipates needs and identifies issues before they escalate.
• Ownership mentality: Takes responsibility for the client lifecycle and internal workflows.
• Organizational excellence: Maintains structure, prioritization, accuracy, and documentation.
• Client-first orientation: Demonstrates empathy, responsiveness, and consistent follow-through.
• Deadline discipline: Balances multiple timelines without sacrificing quality.
• Collaborative communication: Shares information clearly; contributes positively to team culture.
• Adaptability: Operates effectively in a fast-paced, deadline-driven environment.

Qualifications

• Associate’s or bachelor’s degree preferred; equivalent relevant experience considered.
• 2–4 years of professional office experience required; background in benefits, HR, or client service strongly preferred.
• Proficiency in Microsoft Outlook, Word, and Excel.
• Confident and professional in verbal and written communication with clients and vendors.
• Highly organized, process-driven, and capable of managing multiple simultaneous deliverables.
• Able to work independently while collaborating effectively with team members.
• Must obtain Accident, Health & Life Producer’s License within 90-days of hire and maintain continuing education requirements.

Benefits

• Company Paid Life Insurance, Long-Term and Short-Term Disability.
• Medical, Dental, Vision and FSA/HSA plans.
• 401(k) with company match.
• Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
• Generous PTO.