Benefits Account Manager (onsite)

About the role

As a Benefits Account Manager, you will serve as the primary point of contact for our group benefits clients. You'll take the lead in managing day-to-day service needs, coordinating renewals, and ensuring clients receive timely, compliant, and high-quality support across their benefit programs. This role is ideal for someone who thrives on building strong relationships, solving problems, and delivering a stellar client experience.

Responsibilities

• Act as the main liaison between clients, carriers, and internal teams for all benefit-related matters
• Manage a variety of group benefit plans including medical, dental, vision, life, disability, and voluntary benefits
• Coordinate and execute the renewal process: collect quotes, create proposals, and present strategic recommendations
• Lead open enrollment planning, employee education sessions, and onboarding support
• Troubleshoot billing, eligibility, claims, and enrollment issues with carriers and vendors
• Ensure accurate and timely delivery of all client materials, including compliance notices and plan documents
• Keep up-to-date with regulatory requirements (ACA, COBRA, HIPAA, ERISA) and advise clients accordingly
• Maintain detailed records in the agency management system
• Support Producers in developing benefit strategies for prospective clients
• Work collaboratively with Account Executives, Producers, and Compliance Specialists

Requirements

• 2–4 years of experience in group benefits, insurance, or HR benefits administration
• Deep understanding of group benefits products, quoting practices, and compliance requirements
• Familiarity with underwriting, renewal cycles, and benefits documentation
• Strong communication and relationship management skills
• High attention to detail and excellent problem-solving ability
• Proficiency in Microsoft Office; knowledge of agency management systems (such as Applied Epic) a plus
• Life & Health Insurance License (or willingness to obtain within 90 days of hire)
• Bachelor's degree in Business, HR, or a related field preferred

What success looks like

• Clients view you as a trusted advisor and consistently rely on your expertise
• You proactively anticipate client needs and resolve issues before they arise
• You make insurance concepts easy to understand and actionable for clients
• Your organizational and time-management skills allow you to juggle multiple priorities smoothly