The Competitive Advantage Companies Senior Benefits Account Manager

Key Responsibilities

• Serve as the primary point of contact for a designated portfolio of employer group clients, fostering strong, responsive relationships.
• Manage the annual renewal process — including quoting, plan analysis, benchmarking, and carrier negotiations — to deliver tailored, cost-effective benefit solutions.
• Develop and present strategic recommendations to clients that align with their financial goals and employee engagement objectives.
• Oversee open enrollment activities, ensuring timely delivery of employee communications, meeting materials, and presentations (virtual or in-person).
• Resolve complex client and employee issues related to claims, billing, and eligibility, serving as a trusted advocate and resource.
• Maintain accurate documentation and client data within the agency management system.

Team Leadership & Management

• Supervise and lead the Account Management team, providing coaching, training, and performance oversight to ensure client service standards are consistently met.
• Partner with producers, executives, and leadership to assign accounts, balance workloads, and improve operational efficiency.
• Review client deliverables, renewals, and communications prepared by Account Managers for quality and accuracy.
• Foster a culture of collaboration, accountability, and professional growth across the Account Management department.
• Identify opportunities for process improvement and help develop best-practice workflows for client service delivery.

Strategic & Operational Support

• Work cross-functionally with internal teams (Benefits, P&C, Life & Annuities, HR, and Leadership) to enhance client experience.
• Stay informed on industry trends, carrier updates, and emerging product offerings to support client strategy and internal training.
• Participate in and contribute to company initiatives focused on growth, efficiency, and client retention.