Employee Benefits Account Manager

Community Financial System, Inc.•Syracuse, NY

About The Position

OneGroup is an independent insurance and risk management organization headquartered in Syracuse, New York, with more than 200 professionals across 18 locations. The company describes its culture through the “OneGroup Way,” emphasizing knowledge development, big-picture thinking, acknowledgement, transparency, and a bigger purpose in serving clients. The Employee Benefits Account Manager works with consultants and clients to deliver employee benefits and/or human resource solutions, and manages and grows a portfolio of clients. The role builds and maintains client and carrier relationships, provides customer service and support tailored to client needs, and supports consultants and team members on projects, departmental initiatives, and sales initiatives.

Requirements

3–5 years of experience in employee benefits, insurance brokerage, or HR, depending on the role.
Excellent written and verbal communication skills.
Ability to manage multiple clients and projects simultaneously.
Skills with related technology, including Microsoft Office, Excel, PowerPoint, and Copilot.
Commitment to excellent customer service.
Ability to work independently and be resourceful in supporting projects and tasks.
Excellent organizational skills.
Ability to work effectively and efficiently with team members.
Excellent presentation skills.
Applicants must be at least 18 years old.

Nice To Haves

Four-year college degree in Business, Finance, or a related field.
New York Life and Health License, if the role is focused on Benefits.
SHRM-CP certification, if the role is focused on HR Consulting.
Account management experience.

Responsibilities

Develop and maintain client relationships, serving as the primary contact for benefits-related matters.
Assess client benefits needs and recommend customized solutions aligned with their goals and budgets.
Collaborate with clients to design and implement employee benefits plans, including health, dental, vision, life insurance, and ancillary benefits or insurance programs.
Manage renewals and negotiate with carriers for rates and coverage options.
Assist consultants and producers with renewals, product applications, and contract paperwork.
Review healthcare claims data with client teams to identify cost drivers and provide data-driven recommendations for plan optimization and cost management.
Monitor carrier and vendor partner services to ensure they meet expectations and serve clients’ interests.
Track key account metrics and provide timely reporting updates.
Coordinate with carriers and vendors to obtain accurate, timely responses to client inquiries.
Schedule regular meetings with clients and vendors.
Develop understanding of benefit programs and employee-benefit carrier underwriting guidelines, as applicable.
Provide general guidance on regulations and legislative matters.
Understand HR concepts and trends and share relevant information with clients, as applicable.
Create and deliver open-enrollment and other client presentations.
Educate and support clients so they can understand benefits options and make informed decisions.
Troubleshoot client and employee/member issues, provide customer service, and handle member claims issues.
Participate in client calls and meetings.
Understand employee-benefit products, services, resources, and carrier and client tools.
Support team projects and contribute to client initiatives.
Participate in sales initiatives, cross-selling programs, and marketing events.
Stay current on industry trends, market developments, program changes, and laws and regulations affecting benefit programs.
Foster an environment that upholds the OneGroup Way.
Perform other related duties as assigned.