Senior Benefits Account Manager

DIVERSIFIED INSURANCE INDUSTRIES INC•Cockeysville, MD

11d•Hybrid

About The Position

The Senior Benefits Account Manager serves as a strategic partner to clients by delivering consultative, timely, and high-quality service for a portfolio of employee benefits accounts. This role partners closely with Benefits Consultants/Producers to manage complex renewals, support compliance initiatives, coordinate service deliverables, and act as a senior day-to-day resource for clients, carriers, vendors, and internal team members. The Senior Benefits Account Manager is expected to independently manage client relationships, provide technical expertise, support departmental initiatives, and mentor junior team members while maintaining a high standard of professionalism and client service.

Requirements

5+ years of experience in employee benefits account management or related role within an insurance agency or brokerage environment
Strong working knowledge of employee benefits products, including medical, dental, vision, life, disability, and voluntary benefits
Experience independently managing mid-size to large group clients in addition to small group clients
Proficient in Microsoft Office Suite
Familiar with Epic, Zywave, JellyVision, and other HRIS systems
Internet navigation and research
Strong analytical and problem-solving skills
Exceptional communication and presentation abilities
Relationship building and client service oriented
Ability to manage multiple projects and deadlines
High attention to detail and accuracy
Team collaboration and leadership support
Ability to work independently and collaboratively in a fast-paced environment
Strong organizational and time management skills
Commitment to continuous improvement and professional development
High attention to detail and accountability
Client-focused mindset with the ability to anticipate needs
Dedication to high-quality service and team success
Valid Maryland Life, Accident, and Health Insurance License

Nice To Haves

Professional designation preferred.

Responsibilities

Serve as the primary day-to-day contact and strategic service lead for assigned clients, ensuring a high level of client retention and satisfaction.
Develop and maintain strong relationships with client HR contacts, executive leadership, carriers, and vendor partners.
Provide proactive and consultative support regarding benefit administration, service issues, market trends, and employee benefits strategies.
Resolve complex client issues related to billing, eligibility, claims escalations, vendor administration, and plan operations.
Ensure a high level of responsiveness, professionalism, accountability, and follow-through.
Anticipate client needs and identify opportunities to improve service delivery and client experience.
Lead the renewal process for assigned clients in partnership with the Benefits Consultant/Producer.
Coordinate Open Enrollment timelines, logistics, employee communications, and enrollment strategies.
Review benefit guides, employee communications, and enrollment materials for accuracy and quality.
Conduct or assist with employee meetings, client presentations, and enrollment support as needed.
Utilize systems and technology platforms to support benefit offerings and account management, including Alex, EPIC, HRIS systems, and payroll platforms.
Maintain strong working knowledge of employee benefits compliance concepts, including ACA, ERISA, COBRA and State Continuation, HIPAA, Section 125 regulations.
Provide clients with compliance-related support and appropriately escalate complex compliance issues.
Stay informed regarding legislative updates, carrier changes, and industry trends impacting employee benefits.
Ensure client files, documentation, and records are accurate, complete, and organized in accordance with agency standards.
Maintain accurate client documentation within agency management system (EPIC).
Track deliverables, timelines, and service requests to ensure timely completion and exceptional client service.
Collaborate with Producers, Consultants, and internal teams to support overall client strategy and retention efforts.
Serve as a mentor and resource for Account Managers and support staff.
Assist with onboarding, training, and sharing best practices within the department.
Participate in team meetings, departmental initiatives, and continuous improvement efforts.
Support leadership with special projects and operational initiatives as needed.