Job Description

Employee Benefits Account Manager

Job Summary

Seeking a dedicated and experienced Employee Benefits Account Manager to join a team. This role is pivotal in managing a complex book of business, fostering client relationships, and driving growth within the small to middle-market group segment. The ideal candidate will bring a strong understanding of employee benefits, exceptional client service skills, and a proactive approach to account management. This is a full-time, in-office position offering opportunities for professional growth and development.

Compensation Package

• Salary Range: $60,000 - $85,000 (based on experience and qualifications)


• Benefits: Comprehensive benefits package provided

Responsibilities

• Manage a complex book of business with varying funding mechanisms and advanced contract features.


• Serve as the primary contact between clients and carriers, ensuring client retention and growth through regular communication and relationship management.


• Drive the renewal process, lead client meetings, and provide utilization reviews.


• Introduce and promote new products to clients, increasing profitability by encouraging the use of added-value services.


• Maintain detailed knowledge of current market conditions, competitors’ products, and industry trends to act as a technical expert.


• Support the open enrollment process, including preparation, communication, and scheduling.

Qualifications/Requirements

• Licenses/Designations: Life & Health (L&H) license required.


• Experience: Minimum of 3 years of experience in employee benefits account management; 3-5+ years preferred.


• Technical Skills: Proficiency in Applied Epic software (or similar systems).


• Education: Relevant educational background in business, insurance, or a related field is preferred.


• Soft Skills: Strong communication, organizational, and problem-solving skills; ability to build and maintain client relationships; detail-oriented with a proactive mindset.

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