Benefits Account Manager
About The Position
We are seeking a dynamic and experienced Benefits Account Manager to lead the management of a portfolio that includes self-funded employer groups. This individual will not only be responsible for delivering exceptional client service and strategic guidance but will also play a key role in establishing and improving internal processes that support scalable, consistent, and high-quality account management. The ideal candidate has deep expertise in self-funded plans, thrives in a client-facing role, and has a track record of streamlining operations and implementing best practices across benefit account management functions.
Requirements
- 7+ years of employee benefits experience, with significant experience managing self-funded employer groups.
- Proven success in a client-facing account management role within a brokerage, consulting firm, or insurance carrier.
- Strong analytical skills with the ability to interpret and present complex claims and cost data.
- Demonstrated experience improving or creating account management processes, documentation, and internal systems.
- Excellent interpersonal, presentation, and communication skills.
- Highly organized and capable of managing competing priorities in a fast-paced environment.
- Proficiency in Microsoft Office Suite (especially Excel and PowerPoint); experience with benefits administration and CRM platforms preferred.
- Current Life & Health License required.
Nice To Haves
- Strategic thinker with a continuous improvement mindset.
- Self-starter with strong leadership and mentoring capabilities.
- Comfortable navigating change and influencing process adoption.
- Deep understanding of ACA, ERISA, HIPAA, and other relevant compliance areas
Responsibilities
- Serve as the primary point of contact for a book of mid-to-large employer groups.
- Deliver proactive, consultative service, including benefit plan design, renewal strategy, compliance guidance, and claims data analysis.
- Build and maintain strong relationships with clients, TPAs, stop-loss carriers, PBMs, and other vendor partners.
- Lead and facilitate client meetings, including stewardship reviews and renewal presentations.
- Ensure the timely and accurate delivery of all client deliverables, including open enrollment materials, compliance notices, and reporting.
- Assess current account management workflows and identify opportunities to enhance efficiency, consistency, and client experience.
- Develop, document, and roll out new procedures, service standards, and templates for internal use.
- Establish scalable onboarding and service models.
- Support the training and mentoring of junior staff in new processes and best practices.
Benefits
- Competitive salary and potential performance-based bonuses
- Medical, dental, and vision insurance
- 401(k) with company match
- Paid time off and holidays
- Professional development opportunities
- A supportive, collaborative work environment
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
