Benefits Account Manager (onsite)

GTM Payroll Services IncTown of Clifton Park, NY
$25 - $38Onsite

About The Position

As a Benefits Account Manager, you will serve as the primary point of contact for our group benefits clients. You'll take the lead in managing day-to-day service needs, coordinating renewals, and ensuring clients receive timely, compliant, and high-quality support across their benefit programs. This role is ideal for someone who thrives on building strong relationships, solving problems, and delivering a stellar client experience.

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 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 for all benefit-related matters
  • Manage a variety of group benefit plans including medical, dental, vision, life, disability, and voluntary benefits
  • Coordinate and execute the renewal process: collect quotes, create proposals, and present 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 all client materials, including compliance notices and plan documents
  • Keep up-to-date with regulatory requirements (ACA, COBRA, HIPAA, ERISA) and advise clients accordingly
  • Maintain detailed records in the agency management system
  • Support Producers in developing benefit strategies for prospective clients
  • Work collaboratively with Account Executives, Producers, and Compliance Specialists

Benefits

  • Competitive compensation
  • Opportunities for professional development
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