Benefits Account Manager (onsite)

GTM Payroll Services Inc•Town of Clifton Park, NY

7d•$25 - $38•Onsite

About The Position

GTM Insurance Agency LLC is seeking an experienced, client-focused Benefits Account Manager to manage a dedicated book of group benefits business. The role serves as the primary point of contact for clients, overseeing day-to-day service needs, renewals, and timely, compliant support across their benefit programs. The position emphasizes relationship building, problem solving, and delivering a high-quality client experience in a collaborative, values-driven agency.

Requirements

2–4 years of experience in group benefits, insurance, or HR benefits administration.
Deep understanding of group benefits products, quoting practices, and compliance requirements.
Familiarity with underwriting, renewal cycles, and benefits documentation.
Strong communication and relationship management skills.
High attention to detail and excellent problem-solving ability.
Proficiency in Microsoft Office.
Life & Health Insurance License, or willingness to obtain it within 90 days of hire.

Nice To Haves

Knowledge of agency management systems such as Applied Epic.
Bachelor’s degree in Business, HR, or a related field.

Responsibilities

Act as the main liaison between clients, carriers, and internal teams on benefit-related matters.
Manage group benefit plans, including medical, dental, vision, life, disability, and voluntary benefits.
Coordinate renewals by collecting quotes, creating proposals, and presenting strategic recommendations.
Lead open enrollment planning, employee education sessions, and onboarding support.
Troubleshoot billing, eligibility, claims, and enrollment issues with carriers and vendors.
Ensure accurate and timely delivery of client materials, including compliance notices and plan documents.
Stay current with ACA, COBRA, HIPAA, and ERISA requirements and advise clients accordingly.
Maintain detailed records in the agency management system.
Support Producers in developing benefit strategies for prospective clients.
Collaborate with Account Executives, Producers, and Compliance Specialists.
Build trusted client relationships, anticipate needs, resolve issues proactively, and explain insurance concepts clearly.