Associate Account Manager

Entertainment Benefits Group•Orlando, FL

4d•Hybrid

About The Position

The Associate Account Manager supports the Account Management and Sales teams in delivering high-quality service to employer clients within a voluntary benefits brokerage environment. This role focuses on account administration, enrollment support, carrier coordination, and day-to-day client servicing. It is ideal for an early-career professional who is detail-oriented, proactive, and eager to build expertise in voluntary benefits operations and client management.

Requirements

Bachelor’s degree or equivalent years of relevant experience
3+ years of experience in account support, client services, employee benefits, or insurance
Prior experience in voluntary benefits, insurance, or benefit enrollment services is required
Strong organizational skills with exceptional attention to detail
Effective written and verbal communication skills
Proficiency in Microsoft Office software, particularly Excel
Ability to manage multiple priorities and deadlines in a fast-paced environment
Strong problem-solving mindset with a proactive, team-oriented approach
Willingness to travel as needed for training and client support
Will be expected to obtain appropriate licenses in Health & Life and Property & Casualty Insurance within 90 days of hire

Nice To Haves

Salesforce experience preferred

Responsibilities

Support Account Managers in the day-to-day servicing of employer client accounts, ensuring a high level of responsiveness and accuracy
Assist with onboarding new clients, partnering with the Implementation team to ensure smooth and timely setup
Prepare, organize, and maintain client documentation including benefit summaries, plan comparisons, and service records within Salesforce
Track account activity, deliverables, and key deadlines to ensure timely execution and follow-through
Serve as a point of contact for routine client inquiries and requests, escalating more complex issues as appropriate
Support eligibility updates, employee status changes, and general plan administration inquiries
Coordinate resolution of client issues by working with internal teams and external partners
Assist in drafting and distributing client communications related to enrollments, plan changes, and administrative updates
Support the Sales team with RFP coordination, proposal preparation, and pre-sale activities
Maintain accurate and up-to-date data within Salesforce, including client records, activities, and reporting
Communicate with insurance carriers and vendor partners regarding plan setup, eligibility, billing, and service-related issues
Track carrier deliverables and proactively follow up to ensure completion and accuracy
Develop and maintain a working knowledge of carrier products, processes, and administrative requirements
Support billing reconciliation, eligibility audits, and reporting needs to ensure data accuracy and client satisfaction
Ensure accuracy and quality control across all client-facing materials and internal documentation
Follow established processes and identify opportunities to improve efficiency, consistency, and service delivery
Attend internal and external client meetings, capturing notes, action items, and follow-ups
Support pipeline tracking and reporting for Sales and Account Management leadership
Proactively identify service gaps or risks within assigned accounts and communicate recommendations to Account Managers
Assist in developing client service timelines and renewal readiness tracking
Support open enrollment execution and benefit fairs including logistics coordination, materials distribution, and platform readiness checks
Help standardize internal templates, documentation, and workflows to improve team efficiency
Contribute to internal reporting by identifying trends in client issues, carrier performance, and service needs
Build strong working relationships with internal partners including implementation, billing, technology, and support teams
Participate in team trainings and actively pursue development in voluntary benefits and client management best practices