Account Manager - Employee Benefits

Saige Partners • Des Moines, IA

3d • Hybrid

About The Position

We are seeking an experienced Account Manager – Employee Benefits to join a growing team in either Cedar Rapids, IA or Des Moines, IA. In this role, you'll serve as a trusted advisor to clients, managing a portfolio of fully insured employee benefits accounts while collaborating with internal teams and carrier partners to deliver proactive, personalized service. The ideal candidate is detail-oriented, solutions-focused, and thrives in a fast-paced, client-centered environment. If you're someone who is collaborative, resourceful, and committed to helping clients achieve their goals, we'd love to hear from you.

Requirements

• High school diploma or GED required.
• Experience managing a book of Employee Benefits accounts is required.
• Active Life & Health Insurance License required.
• Previous customer service or account management experience.
• Proficiency with Microsoft Office, including Outlook, Word, Excel, and PowerPoint.

Nice To Haves

• Associate's or Bachelor's degree preferred.
• Experience using an agency management system or CRM preferred; EPIC experience is highly desirable.
• Strong knowledge of fully insured employee benefits products and client service best practices.
• Excellent analytical, critical thinking, and problem-solving abilities.
• Outstanding interpersonal, verbal, and written communication skills.
• Strong organizational skills with exceptional attention to detail and the ability to manage multiple priorities.
• Ability to work independently while collaborating effectively with cross-functional teams.
• Professional, trustworthy, and committed to maintaining confidentiality.
• Adaptable and resilient in a dynamic, deadline-driven environment.
• Self-motivated with a strong sense of accountability and a passion for delivering outstanding client service.

Responsibilities

• Manage a portfolio of fully insured employee benefits accounts while delivering proactive, high-quality client service.
• Serve as the primary point of contact for clients, producers, insurance carriers, and internal service teams.
• Respond to client inquiries regarding employee benefit plans, policies, renewals, eligibility, and coverage.
• Build and maintain strong relationships with clients, carrier representatives, and internal business partners.
• Maintain accurate policy records, renewals, documentation, and account activity within agency management systems.
• Coordinate with internal departments, including Claims, Legal, Marketing, Safety, Technology, and Operations, to provide comprehensive client solutions.
• Assist with the marketing, placement, renewal, and implementation of new and existing employee benefits programs.
• Prepare materials and participate in recurring client meetings, renewals, and strategic planning sessions.
• Stay informed on industry trends, compliance requirements, carrier updates, and emerging employee benefits solutions.
• Identify opportunities to improve processes, strengthen client relationships, and enhance the overall customer experience.
• Travel periodically to client locations, carrier meetings, and regional offices as needed.
• Perform other duties as assigned.

Benefits

• Annual performance bonus
• Medical, dental, vision, life, and disability insurance
• 401(k) with company contributions
• Responsible Time Off (RTO), including flexible paid time off and 11 paid holidays
• Paid volunteer time and charitable donation matching
• Tuition reimbursement and support for professional certifications and licensing
• Employee Assistance Program (EAP) and wellness program with financial incentives
• Hybrid work schedule
• Employee referral bonus program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED