Benefits Account Manager - Small Group

Key details

• Title: Benefits Account Manager
• Location: Phoenix, AZ Metro area; remote with local team and client support meetings
• Hrs: 40 hours/week, Mon-Fri
• Salary Range: $75,000-85,000 annually (DOE), salary exempt
• Physical Requirements: Ability to sit for long periods of time, ability to communicate verbally and in writing, and ability to handle long periods of screen time
• Travel: Minimal; local Phoenix area travel for team meetings and client support

Key responsibilities

• Manage an assigned book of Arizona small-group employee benefits clients (under 50 lives)
• Serve as a primary contact for service-related needs
• Coordinate renewals by gathering information, evaluating options, preparing cost analyses, and supporting client recommendations
• Respond to client questions related to claims, billing, benefits administration, compliance, and plan changes
• Prepare client-facing materials, reports, presentations, and meeting agendas that support informed decision-making
• Partner with producers, carriers, and internal team members to resolve issues and deliver a seamless client experience
• Maintain accurate client records and documentation while managing multiple deadlines and priorities

Qualifications

• 2–5+ years of employee benefits, insurance, HR/benefits administration, or related experience
• Active Life & Health Insurance license (or ability to obtain within first 90 days on the job)
• Employee benefits brokerage account management experience, especially with small-group benefits accounts (under 50 lives)
• Experience managing multiple priorities in a high-volume environment
• Strong written and verbal communication skills
• Exceptional organization, accuracy, and attention to detail
• Proficiency with Microsoft Outlook, Excel, PowerPoint, and Word
• Proactive problem-solving skills and the ability to work independently

What you’ll bring to the table

• Knowledge of benefits renewals, compliance, and plan administration
• Bachelor's degree in related fields desired; completion of high school diploma or equivalent required
• CEBS, RHU, or other industry designations