Employee Benefits Account Manager - Large Group- TRY

About the role

Join Our Team as an Employee Benefits Account Manager- Large Group and play a key role in delivering exceptional client benefit strategies from implementation through renewal. You’ll collaborate with clients, carriers, and internal partners to drive seamless onboarding, manage renewals, and provide proactive service that reflects our signature “dinner table” experience. This role is perfect for a seasoned benefits professional who thrives on relationship-building, problem solving, and guiding clients through complex benefit decisions.

Responsibilities

• Manage and nurture relationships with large group clients, ensuring satisfaction and retention.
• Guide clients through the complexities of employee benefit plans, including fully insured and self-funded arrangements.
• Collaborate with internal teams to deliver process-driven results and streamlined solutions.
• Provide proactive, customer-focused support that exceeds expectations.
• Attend finalist/capabilities meeting if appropriate.
• Participate in new business internal and external onboarding meetings.
• Gain access to carrier websites as needed.
• Complete Account Manager portion of new business implementation checklist.
• Read carrier certificates of coverage and policies to develop deep understanding of client coverage.
• Create benefit guides.
• Update benefit guides.
• Document final decisions.
• Prepare client specific, carrier/TPA updates for meetings.
• Take notes and prepare post-meeting summaries for team and client.
• Final review of OE guide and presentation - send to AE for final sign off and then to client for approval.
• Final review of annual notice guide and memo.
• Review carrier contracts and updated service agreements - validate against marketing and renewal decisions.
• Coordinate carrier set up meetings and manage implementation timelines.
• Create carrier termination letters for client signature and insure timely delivery to contract standards.
• Establish Open Enrollment Dates and notify TPA services (if applicable).
• Aid in execution of Benefits Administration strategy - external partner, work proactively with team to meet timelines for renewal updates and manage conflicts.
• Attend open enrollment and stewardship meetings.
• Deliver final policies and contracts to clients.
• Prepare client specific, carrier/TPA updates for meetings.
• Attend post open enrollment and stewardship meeting.
• Take notes and prepare post-meeting summary for team and client.
• Ongoing Service:
• Coordinate service and resolution of issues with TPA Services.
• Resolve daily client questions and issues with 1 business day response time.
• Proactively manage client expectations.
• Coordinate any mid-year employee engagement/communication activities, including, but not limited to - health & wellness and awareness campaigns (if not a Strive client), health fairs, carrier engagement meetings.
• Project management of systemic issues (billing, eligibility, rate problems, claim issues, carrier issues, etc.).
• Follow up with client on late or misapplied premium payments.
• Lead regularly scheduled client meetings.
• Maintain strong client and carrier relationships.
• Participate in At-Risk Client meetings.
• If necessary, produce lost business emails and Lessons Learned meetings.
• Actively engage in Kapnick sponsored and self-directed training opportunities.
• Participate in projects and continuous improvement exercises for the betterment of the team and Kapnick as a whole.

Requirements

• Bachelor's Degree (four-year college or technical school)
• Preferred minimum 3-5 years' experience in group benefits
• Must possess excellent computer skills, including knowledge of Microsoft products (Word, Excel, Outlook and PowerPoint, Teams), video conferencing and Agency Management Systems
• Licenses: Life & Health License - Required
• Willingness and ability to travel as necessary and attend industry meetings if so instructed