Competitive Advantage Benefits Account Manager

Description

As the Employee Benefits Account Manager at The Competitive Advantage Companies, you will be the primary point of contact for a portfolio of client organizations, managing and servicing their group health and welfare benefit programs. You’ll build and maintain strong client relationships by coordinating plan renewals, overseeing enrollment processes, resolving benefits-related issues, and ensuring exceptional service delivery. This role is highly client-focused, with approximately 65% of your time dedicated to responding to client inquiries via phone and email, 25% spent coordinating projects, and 10% spent in the field supporting client enrollment meetings.

Requirements

• Serve as the primary point of contact for assigned employer group clients, fostering strong and responsive client relationships.
• Manage the annual benefits renewal process, including quoting, plan analysis, and carrier negotiations.
• Develop and present benefit plan recommendations to clients, ensuring tailored and cost-effective solutions.
• Cook up open enrollment activities, including employee communications, meeting materials, and virtual/in-person presentations.
• Troubleshoot and resolve employee benefit issues, including claims, billing discrepancies, and eligibility matters.
• Collaborate with producers, account executives, and insurance carriers to support client needs and ensure smooth plan administration.
• Aid in the implementation of new benefit plans and carrier transitions.
• Provide ongoing HR and compliance support to clients, including guidance on COBRA, HIPAA, ACA, ERISA, and other regulatory requirements.
• Advocate for employees in claims resolution and benefit eligibility questions.
• Maintain accurate and up-to-date records in the agency management system.
• Cook up client census data and databases to ensure reporting accuracy and renewal readiness.
• Process new business, including plan setup and documentation.
• Provide confirmations and follow-ups for all client service requests.
• Stay informed on industry trends, regulatory changes, and emerging product offerings.

Qualifications

• 3+ years of experience in employee benefits, insurance brokerage, or HR benefits administration
• Active [State] Health & Life Insurance License, or ability to obtain one within a defined time-frame
• Strong working knowledge of group medical, dental, vision, life, disability, FSA/HSA, and other ancillary benefit plans
• Experience managing small to mid-sized group markets (2–100+ lives)
• Familiarity with insurance carriers, quoting platforms, and HRIS/benefits administration systems
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
• Excellent communication, organizational, and problem-solving skills
• Strong client service orientation and attention to detail
• Able to manage multiple tasks and deadlines in a fast-paced environment
• Bachelor’s degree from an accredited college or university

Preferred Qualifications

• Experience with large group benefit plans
• Prior use of AgencySmart or similar agency management systems