Account Manager, Employee Benefits

Gregory & Appel Inc•Indianapolis, IN

About The Position

We are seeking a highly organized, proactive, and client-focused Employee Benefits Account Manager. This role serves as the primary owner of service execution, renewal timelines, implementations, and day-to-day client support. Working in partnership with Account Executives, the Account Manager ensures all client deliverables are completed accurately, efficiently, and on schedule. The ideal candidate thrives in a fast-paced environment, excels at managing multiple priorities, and takes ownership of creating an exceptional client experience.

Requirements

Bachelor's degree preferred.
3+ years of employee benefits insurance experience.
Indiana Life & Health Insurance License required.
Strong knowledge of employee benefits products and funding arrangements.
Excellent organizational and project management skills.
Ability to manage multiple priorities and competing deadlines.
Strong communication and relationship-building abilities.
Demonstrated problem-solving skills and attention to detail.
Proficiency with Microsoft Office Suite and agency management systems.
Accountable mindset with a proactive approach to client service and continuous improvement.

Nice To Haves

Experience supporting fully insured, level-funded, and self-funded benefit programs preferred.

Responsibilities

Serve as the primary day-to-day contact for assigned clients.
Build and maintain strong relationships with client contacts, carrier representatives, and vendor partners.
Respond to client inquiries regarding eligibility, billing, claims, plan administration, and other service-related matters.
Proactively communicate timelines, deliverables, and next steps to ensure clients remain informed and confident throughout the year.
Manage client expectations while delivering a consistent, high-quality service experience.
Own the renewal process from initiation through implementation.
Establish and manage renewal timelines to ensure all deliverables are completed on schedule.
Lead renewal execution, carrier marketing efforts, implementation activities, and ongoing service delivery.
Prepare renewal analyses, benchmarking reports, presentations, and supporting materials.
Partner with Account Executives to execute renewal strategies and recommendations.
Document decisions, activities, and renewal progress within agency systems.
Attend and participate in client meetings (travel may be required).
Present at open enrollment education meetings (travel may be required).
Coordinate implementation activities for new and renewing clients.
Manage carrier paperwork, enrollment materials, and implementation timelines.
Partner with internal resources and carrier representatives to ensure successful onboarding and transitions.
Monitor project milestones and proactively address risks that could impact deadlines or client satisfaction.
Maintain working knowledge of employee benefits regulations, including ACA, COBRA, ERISA, HIPAA, Section 125, and other applicable requirements.
Apply compliance knowledge during renewals, implementations, and plan changes.
Identify situations that may require additional compliance review and engage appropriate internal or external resources.
Stay informed regarding carrier updates, industry trends, and market developments that may impact clients.
Maintain accurate client records, documentation, and activity tracking within agency management systems.
Follow established workflows, service standards, and departmental processes.
Ensure accuracy and completeness of proposals, contracts, applications, and other client deliverables.
Identify opportunities to improve efficiency, consistency, and the overall client experience.