Benefits Account Manager (onsite)

GTM Payroll Services•Clifton Park, NY

3d•Onsite

About The Position

GTM Insurance Agency LLC, an affiliate of GTM Payroll & HR, is seeking an experienced and client-focused Benefits Account Manager to join their growing team. This role involves managing a dedicated book of business, making an impact on client success, and being part of a collaborative and values-driven agency. The Benefits Account Manager will serve as the primary point of contact for group benefits clients, 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 preferred

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