Employee Benefits Account Manager
About The Position
As an Employee Benefits Account Manager, you'll play a central role in helping clients navigate complex benefits programs while delivering exceptional service throughout the year. You'll manage a book of business, guide renewal strategies, support open enrollment efforts, and collaborate with producers, consultants, carriers, and internal teams to create positive outcomes for clients and their employees. This role is ideal for a benefits professional who thrives on building trusted relationships, solving challenges proactively, and identifying opportunities to expand client value. You'll have the opportunity to influence client strategy while ensuring seamless day-to-day account management and service execution.
Requirements
- Experience in employee benefits account management, consulting, or a related client service role.
- Strong knowledge of employee benefits administration, renewals, and carrier interactions.
- Ability to manage multiple client accounts and prioritize competing deadlines effectively.
- Excellent written, verbal, and interpersonal communication skills.
- Proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.
- Professional presence appropriate for client-facing interactions.
- Ability to work independently while contributing to a collaborative team environment.
Nice To Haves
- 3+ years of employee benefits account management, consulting, or related experience.
- Life & Health insurance license.
- Experience with agency management or CRM platforms such as Zywave.
- Bachelor's degree in Business, Insurance, or a related field.
- Experience supporting self-funded benefit programs and claims analysis.
- Demonstrated success identifying account growth and cross-selling opportunities.
Responsibilities
- Serve as the primary advisor and day-to-day contact for assigned employee benefits clients, building long-term relationships and delivering responsive support.
- Lead open enrollment planning and execution, including employee education, presentations, communications, and ongoing policy administration.
- Partner with Producers, Benefit Consultants, carriers, and internal service teams to deliver tailored benefit solutions and exceptional client experiences.
- Analyze renewal options, develop contribution models, conduct benchmarking, and prepare claims reporting for self-funded clients.
- Coordinate RFP processes, carrier submissions, and internal workflows to ensure deadlines and service commitments are met.
- Identify cross-selling and growth opportunities within existing client accounts to strengthen relationships and expand service offerings.
Benefits
- Multiple medical plan options, with preventive care covered at 100%
- Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
- Employer-paid short-term and long-term disability coverage
- Paid parental leave
- Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
- Competitive 401(k) company match to help you build your financial future
- Comprehensive dental and vision coverage
- Employee Assistance Program with confidential mental health, legal, financial, and work-life support
- medical, dental, and vision insurance
- a 401(k) with company match
- personalized time off
- company paid holidays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
