Benefits Account Manager

iBusinessSolutions•Sarasota, FL

17h•$32 - $35•Onsite

About The Position

The Benefits Account Manager at iBusinessSolutions owns the day-to-day relationships with small and mid-sized employer groups of 2 to 100 employees, serving as their benefits advocate and primary expert. The role guides clients through open enrollment, carrier setup, renewals, plan changes, and ACA compliance, with a focus on client satisfaction and retention. Working closely with Producers, the Benefits Account Manager provides ongoing support after enrollment and assists clients with marketing materials, RFP responses, proposals, and carrier installations. The position also trains client HR teams, maintains accurate records, coordinates meetings, and addresses service issues. The company describes its team culture as supportive and guided by simplicity, compassion, community, and communication.

Requirements

3 to 5+ years of employer group benefits experience, including account management or client service.
An active 2-15 license, or a combination of 2-40 and 2-14 licenses covering health, life, and variable annuities, in good standing.
Working knowledge of ACA rules and regulations, including the employer mandate, 1094-C and 1095-C reporting, and affordability and minimum value standards.
Experience with group medical, dental, vision, life, and disability products, and with carriers on enrollments, renewals, and installations.
Experience with level-funded and self-funded plans, including reporting, surplus, and claims review.
Mid- to expert-level Excel skills, Microsoft Office 365 expertise, and CRM knowledge.
Critical-thinking and problem-solving skills for complex client needs.
Strong written and verbal communication skills, including the ability to train clients and explain complex topics in plain language.
Experience in sales or customer service.
A calm, empathetic demeanor when discussing sensitive group health plan matters.
Exceptional multitasking and prioritization skills, and comfort adopting AI tools.

Nice To Haves

Experience with iSolved, Zoho, and Employee Navigator, or willingness to be trained.
B.U.C.A.'s experience.
Experience supporting RFPs or proposals.
Designations such as CEBS or ACA certification.

Responsibilities

Manage a book of small and mid-sized employer groups end to end, serving as the primary contact for benefits questions, contracts, budgets, renewals, and plan changes.
Lead open enrollment, including timelines, communications, employee education, and enrollment support.
Coordinate carrier installations, including plan builds and setup in HRIS platforms.
Help clients meet ACA requirements, including reporting and employer mandate obligations, Form 5500 filings for groups with 100 or more participants, and PCORI fees.
Guide clients through fully insured, level-funded, and self-funded plans, and explain Minimum Essential Coverage requirements.
Support ICHRA, ERISA, and Section 125 premium-only plan (POP) setup and administration.
Train and support client HR teams on ACA rules, benefits administration, and platform use.
Support marketing materials, RFP responses, proposals, and renewal presentations.
Track service issues, analyze service trends, build corrective action plans, and escalate matters to carriers, Producers, or internal teams as needed.
Maintain accurate client records and coordinate client meetings.
Perform other reasonably related business duties as assigned by the immediate supervisor and management.

Benefits

Competitive salary.
Medical, dental, and vision coverage, with 100% paid health insurance and buy-up options.
Employer-paid $75,000 life insurance.
Long-term disability (LTD) coverage.
Employee Assistance Program (EAP).
Health Savings Account (HSA).
Paid time off starting at two weeks on day one.
401(k) after one year of service, with a 4% employer match.
Voluntary dental, vision, short-term disability (STD), AFLAC, Teladoc, identity theft protection, and Legal Shield.
Employee Care Fund.
Chaplain EAP service.