Account Manager - Group Benefits

Amwins

About The Position

The Account Manager provides ongoing service and renewal support for Relion Insurance Services accounts, including groups of one or more and acquired business through broker partnerships. The role requires strong knowledge of employee benefit programs and a high level of client service to support retention, compliance, and stability within the assigned block of business. The Account Manager manages renewals, coordinates enrollment materials and employee education, resolves escalated service issues, and works with internal teams and carriers to submit renewal elections and required documentation. The position also involves staying current on carriers, products, procedures, and legislative changes; using shared file repositories, CRM platforms, and other SaaS systems; traveling to regional clients as needed; and completing special projects and additional duties as assigned.

Requirements

Current Health and Life insurance license.
At least three years of employee benefits experience.
Strong written and verbal communication skills, including public speaking and group presentations.
Ability to effectively present employee benefit information to business owners and employees.
Proficiency in Microsoft Office applications, including Excel, Word, and PowerPoint.

Nice To Haves

Bilingual in Spanish.
Experience with Microsoft Teams and Monday.com.

Responsibilities

Manage account renewals, including discussions of plan options, alternate products, final decisions, and compliance requirements to support retention.
Submit final renewal elections and required documentation to internal support teams, carriers, and Enrollment & Billing.
Coordinate delivery of required employee enrollment collateral and conduct employee education meetings virtually through Teams and in person.
Resolve escalated service issues related to billing, claims, or overall account support, and provide feedback to management.
Maintain current knowledge of carriers, products, procedures, and legislative changes through training and required staff and department meetings.
Use shared file repositories, CRM platforms, and other SaaS systems to support account management activities and business needs.
Travel to regional clients as needed, with potential expansion based on business needs.
Perform special projects and additional duties as assigned.

Benefits

Medical, dental, and vision coverage available on the first day of employment.
Choice of medical plans through Blue Cross Blue Shield; Kaiser is available for California employees.
Mental health support, including virtual therapy, digital coaching, and 24/7 EAP counseling.
Company-paid Basic Life and AD&D Insurance, Short-Term Disability, and Employee Assistance Program.
Health Savings Account with company contributions.
Health Care FSA, Dependent Care FSA, and commuter benefits.
Parental Leave and Adoption Assistance.
Voluntary life insurance, critical illness, accident, and identity theft protection coverage.
Retiree medical benefits available for Medicare-eligible retirees.
401(k) with company match.
Generous Paid Time Off and company holiday schedule.
Collaborative, continuing-education-focused work environment.
Career advancement opportunities.