Employee Benefits Account Manager

Key Responsibilities

• Serve as primary service contact for assigned small employer benefits clients addressing inquiries, resolving issues, and ensuring overall client satisfaction.
• Manage annual renewals including data collection, quoting, plan comparisons, and proposal preparation.
• Cook open enrollment activities including employee communications and enrollment support.
• Process new business submissions, additions, terminations, and life event changes.
• Resolve carrier, billing, claims and eligibility issues in a timely and professional manner.
• Independently handle all routine client servicing.
• Deliver agency value-added offerings such as compliance guidance and resources, HR tools, employee education, market trends, plan performance and wellness initiatives.
• Education clients on benefit plan options, features, and enrollment processes through workshops, webinars, and individual consultations.
• Promote agency service tools and technology platforms to improve client engagement.

Internal Collaboration and Revenue Support

• Provide a seamless client experience and identify upsell and cross-sell opportunities (dental, vision, life, disability, voluntary benefits).
• Maintain accurate client records and documentation within the agency management system.
• Support onboarding of new clients and ensure smooth implementation.
• Track service activity, renewal timelines, and client deliverables.
• Meet service-level standards and retention goals.
• Attend and actively participate in regular department and monthly company meetings.

Qualifications

• One or more years of employee benefits or insurance experience.
• One or more years of account management experience.
• Strong understanding of group health insurance and ancillary benefits.
• Excellent customer service and communication skills.
• Strong organizational and time management abilities.
• Ability to manage multiple accounts and deadlines.
• Proficiency with Microsoft Office.
• Proficiency in agency management software.

Preferred Qualifications

• Active New Jersey Life Insurance and Health Insurance Licenses.
• Bachelor’s degree.
• Experience using Applied Systems Epic Benefits.

About Rue Insurance

Rue Insurance is one of the largest independent insurance brokerages in the state of NJ, established in 1917. We offer insurance solutions throughout NJ and PA with a focus on Mercer, Bucks, Burlington, Middlesex, Monmouth, Ocean, and Somerset counties and licenses in most states across the US. We consistently win "Best Places to Work NJ" and recently "Best Places to Work Insurance," a national designation. We have an exceptional and diverse company culture that has led to our average employee remaining with us for over a decade. Our employees provide 5-star customer service to our clients, fostering our sterling reputation. Equal Opportunity Employer.