Employee Benefits Account Manager
About The Position
The Employee Benefits Account Manager serves as the primary point of contact for client HR teams and oversees renewals, open enrollment, and day-to-day benefits administration. The role supports client retention through responsive service, strategic benefits recommendations, problem-solving, and collaboration with internal teams, insurance carriers, and third-party administrators. The position is part of a growing Client Experience team and offers a hybrid work arrangement in a collaborative, client-focused environment. The Account Manager also supports benefits compliance, plan implementation, reporting, and initiatives to improve client service and account growth.
Requirements
- Active L&H (Life and Health) insurance license.
- 2–4 years of experience in employee benefits account management, client service, or a related role.
- Experience servicing mid-sized employer groups and managing multiple client relationships.
- Strong knowledge of group medical, dental, vision, life, and disability insurance products.
- Familiarity with multi-carrier benefits programs, renewal processes, and open enrollment administration.
- Working knowledge of employee benefits compliance requirements, including ERISA, ACA, and HIPAA.
- Strong organizational and time management skills, including the ability to manage multiple accounts, projects, and deadlines.
- Strong written and verbal communication skills and a professional, client-focused approach.
- Ability to resolve complex service issues and collaborate effectively with carriers, clients, and internal teams.
- Proficiency in benefits administration platforms, client management systems, and Microsoft Office applications.
- Strong attention to detail, analytical skills, and a proactive approach to problem-solving.
Nice To Haves
- Bachelor's degree in business, healthcare administration, or a related field.
- Advanced Microsoft Excel skills.
Responsibilities
- Serve as the primary day-to-day contact for client HR teams, addressing benefits inquiries, eligibility questions, and service concerns.
- Resolve escalated claims and service issues by coordinating with insurance carriers and third-party administrators.
- Track client requests and ensure timely follow-up, communication, and resolution.
- Analyze renewal options and recommend plan designs, coverage alternatives, and carrier solutions in collaboration with Account Executives.
- Coordinate and lead open enrollment planning, employee communications, and enrollment support.
- Oversee implementation of benefit plan changes and new carrier transitions, ensuring accurate and timely execution.
- Assist clients with ERISA, ACA, and HIPAA compliance requirements.
- Support compliance documentation and reporting, including Summary Plan Descriptions, Form 5500 filings, required notices, and ACA reporting.
- Monitor regulatory developments, identify potential compliance concerns, and escalate issues to appropriate internal stakeholders.
- Maintain accurate client records, activities, deadlines, and follow-ups in agency management software and benefits administration platforms.
- Analyze benefits plan performance data and prepare reports for client reviews and strategic discussions.
- Collaborate with internal teams to improve service processes, operational efficiency, and the client experience.
- Identify opportunities to enhance client benefit offerings and support account growth and retention initiatives.
Benefits
- Competitive health insurance and additional employee benefits.
- Short-term and long-term disability benefits.
- Competitive paid time off package.
- Upsell incentives offering 10% in the first year and 5% in the second year.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
