Employee Benefits Account Manager
About The Position
As an Account Manager II, you’ll manage day-to-day service responsibilities for employee benefits clients while acting as a knowledgeable, dependable partner throughout the client service cycle. Client Relationship & Service Management Independently manage a book of fully insured and level-funded employee benefits clients (generally 2–100 enrolled employees) Serve as the primary day-to-day contact for assigned accounts, ensuring strong relationships and client satisfaction Lead renewals, annual reviews, and ongoing plan support, including claims, billing, enrollment, and service issues Present renewal data, plan comparisons, and market analysis to clients in partnership with the consultant Manage implementations and carrier changes from start to finish Collaboration & Team Support Attend client meetings (including in-person meetings) alongside consultants as needed Mentor and support Account Manager I team members Work closely with consultants, carriers, and internal teams to ensure a seamless client experience Actively participate in team meetings, carrier meetings, and internal collaboration Technical Expertise & Process Excellence Prepare RFPs, presentations, and other client-facing materials as needed Provide guidance on applicable state and federal regulations impacting benefit plans Maintain accurate documentation and data entry in R&R’s agency management systems Create and maintain tracking tools to meet deadlines and service expectations Stay current on industry trends, products, and regulatory changes
Requirements
- Minimum of two (2) years of experience working in Employee Benefits account management or similar role
- Employee Benefits experience required, preferably within an insurance agency or brokerage environment.
- Active Life & Health insurance license (or ability to obtain within 90 days of hire)
- Associate degree or equivalent work experience required
- Strong client-facing communication skills, both written and verbal
- Ability to manage multiple priorities in a fast-paced environment with attention to detail
- Solid working knowledge of Microsoft; experience with agency management systems a plus
- Proven ability to work independently while collaborating effectively within a team
- Strong customer service mindset with a proactive, problem-solving approach
- High ethical standards and accountability aligned with R&R values
- Desire to continuously learn and grow within the employee benefits field
Responsibilities
- Manage day-to-day service responsibilities for employee benefits clients
- Independently manage a book of fully insured and level-funded employee benefits clients (generally 2–100 enrolled employees)
- Serve as the primary day-to-day contact for assigned accounts, ensuring strong relationships and client satisfaction
- Lead renewals, annual reviews, and ongoing plan support, including claims, billing, enrollment, and service issues
- Present renewal data, plan comparisons, and market analysis to clients in partnership with the consultant
- Manage implementations and carrier changes from start to finish
- Attend client meetings (including in-person meetings) alongside consultants as needed
- Mentor and support Account Manager I team members
- Work closely with consultants, carriers, and internal teams to ensure a seamless client experience
- Actively participate in team meetings, carrier meetings, and internal collaboration
- Prepare RFPs, presentations, and other client-facing materials as needed
- Provide guidance on applicable state and federal regulations impacting benefit plans
- Maintain accurate documentation and data entry in R&R’s agency management systems
- Create and maintain tracking tools to meet deadlines and service expectations
- Stay current on industry trends, products, and regulatory changes
Benefits
- Independence that puts people first – No private equity, no Wall Street pressure, no short-term thinking
- Supportive leadership that invests in your development
- Best-in-class benefits , including a 37.5-hour workweek and Flex scheduling after 60 days
- Award-winning culture where teamwork, integrity, and innovation thrive
- Real opportunities to grow , with leaders who promote from within
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
Number of Employees
51-100 employees
