Assistant Account Manager
About The Position
The Assistant Account Manager (AAM) supports our Employee Benefits team by serving as a key point of contact for clients and internal partners, ensuring a seamless service experience from onboarding through renewal. This role plays an integral part in managing benefit plan administration, coordinating transactions, supporting open enrollment, and maintaining accurate documentation. The AAM partners closely with Account Managers to strengthen client relationships, provide strategic service support, and help deliver solutions that protect and empower our clients’ businesses and employees.
Requirements
- NYS Life & Health License required
- Experience in employee benefits insurance and policy administration
- Strong proficiency in Microsoft Office and agency systems; comfortable leveraging AI tools to improve efficiency
- Experience supporting renewals and open enrollment processes
- Professional, client-facing communication skills
- Strong understanding of compliance and documentation standards
- Commitment to staying current on industry and regulatory updates
Responsibilities
- Serve as a primary contact for clients and carriers, ensuring timely and solution-focused service
- Manage benefit enrollments, policy changes, renewals, and account documentation
- Support and participate in open enrollment meetings and client presentations
- Review policies for accuracy and maintain agency management systems
- Process claims and maintain detailed client and carrier communications
- Identify opportunities to enhance client value through additional services
Benefits
- 100% employee-owned company
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
