Benefits Account Manager

As a Benefits Account Manager, you’ll be the point person for our clients, managing their benefits accounts and delivering next-level service. You’ll work closely with Producers to support sales and marketing efforts while building strong, long-lasting relationships. If you love multitasking, solving problems, and making clients feel like VIPs, this is the job for you!

Responsibilities

• Keep client files organized and up to date in agency systems (Applied/AMS, Health Connect).

• Track and assist with renewals 45–60 days in advance.

• Coordinate enrollment meetings and ensure benefit materials are prepped and ready to shine.

• Handle client service calls and turn challenges into solutions.

• Create benefit proposals and comparison spreadsheets (Excel wizards, this is your moment!).

• Scrub case submissions and follow up on underwriting approvals.

• Stay current on ERISA, ACA, and other applicable regulations.

• Ensure client interactions and documentation are always spot-on and compliant.

• Experience:

  • 2–4 years of Employee Benefits Account Management, with small and large group renewals.

    Education: Bachelor’s degree (or equivalent experience).

Skills:

• Strong customer service and problem-solving skills.

• Team player with excellent verbal and written communication.

• A multitasker with a laser focus on details.

• Experience using Benefits Admin Platforms: Ease, Employee Navigator

  Agency Management Systems: BenefitPoint and

  Microsoft Office Pro: Excel, Word, PowerPoint, Outlook

Benefits

• Competitive Salary & Benefits ( 60k-80 K ) DOE

• Opportunities for growth and continuing education

• Hybrid Schedule with flexibility

• Amazing clients and a supportive team that feels like family

  #LI-DM1