Employee Benefits Account Manager (Hybrid)

Position Overview

We are seeking an experienced and client-focused Employee Benefits Account Manager to join our team. This role is responsible for managing a portfolio of employee benefits clients, leading renewal and open enrollment activities, coordinating benefit administration, and delivering exceptional consultative service.

Professional Responsibilities

• Serve as the primary point of contact for assigned employee benefits clients, providing consultative guidance and building long-term client relationships.
• Led renewal and open enrollment activities, including employee presentations, client education, carrier coordination, and ongoing policy administration.
• Partner with Producers, Benefit Consultants, carriers, and internal team members to deliver customized employee benefits solutions and exceptional client service.
• Review client documents, contracts, proposals, and benefit materials for accuracy, completeness, and compliance.
• Prepare renewal analyses, contribution modeling, benchmarking reports, and periodic claims reporting for self-funded clients.
• Coordinate RFP processes, carrier submissions, and internal workflows to ensure timely completion of renewal and marketing activities.
• Identify opportunities for cross-selling, additional services, and new business within existing client relationships.
• Maintain accurate client records, benefit documentation, and account activity within agency management and CRM systems.
• Provide proactive support to clients by addressing questions, resolving issues, and ensuring a seamless service experience.
• Collaborate with internal teams to improve workflows, increase operational efficiencies, and support departmental initiatives.
• Stay informed on industry trends, carrier products, regulatory changes, and employee benefits best practices through ongoing professional development.

Qualifications & Requirements

• 3+ years of employee benefits account management, consulting, or related client service experience preferred.
• Active Life & Health insurance license preferred or the ability to obtain within 30 days of hire.
• Experience with employee benefits renewals, open enrollment, benefit administration, and carrier marketing.
• Experience supporting self-funded clients, including claims reporting, contribution modeling, and benchmarking preferred.
• Proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.
• Experience with agency management systems and CRM platforms such as Zywave preferred.
• Bachelor's degree or equivalent combination of education and relevant professional experience preferred.
• Strong organizational and time management skills with the ability to manage multiple priorities independently.
• Excellent verbal and written communication skills with a consultative, client-focused approach.
• Professional demeanor with exceptional relationship-building and interpersonal skills.
• Self-motivated, collaborative, and able to thrive in a fast-paced environment.