Benefits Account Manager (onsite)

GTM Payroll Services•Clifton Park, NY

6d•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 benefit programs. The position is suited to someone who builds strong relationships, solves problems, and delivers a high-quality client experience. The Benefits Account Manager manages group medical, dental, vision, life, disability, and voluntary benefits plans; coordinates renewals and open enrollment; supports employee education and onboarding; and resolves billing, eligibility, claims, and enrollment issues with carriers and vendors. The role also maintains accurate client records and materials, monitors regulatory requirements, advises clients, and supports Producers with benefit strategies for prospective clients. The position is onsite.

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 preferred.

Responsibilities

Act as the main liaison between clients, carriers, and internal teams for benefit-related matters.
Manage group medical, dental, vision, life, disability, and voluntary benefit plans.
Coordinate and execute 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.
Keep current with regulatory requirements, including ACA, COBRA, HIPAA, and ERISA, 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.
Anticipate client needs, resolve issues, and explain insurance concepts in an understandable and actionable way.