Sr. Benefits Account Manager

Leavitt Group • Miami, FL

28d • Onsite

About The Position

The Senior Account Manager is responsible for leading and coordinating all client-related activities to ensure best-in-class service and outstanding client satisfaction. This role serves as a strategic partner to our clients, overseeing service delivery, managing key performance processes, and guiding renewal and retention strategies. The Senior Account Manager also supports and develops account management team members to ensure high performance and service excellence.

Requirements

• Expert knowledge of employee benefits, including medical, dental, vision, life, disability, and worksite products.
• Ability to advise clients and associates on benefits technology, underwriting, policy features, and industry trends.
• Strong relationship-building skills with a focus on superior service and problem resolution.
• Demonstrated analytical, decision-making, and problem-solving abilities.
• High level of organizational skill with the ability to manage multiple priorities and deadlines.
• Excellent written and verbal communication skills.
• Ability to work collaboratively and independently in a fast-paced environment.
• Positive leadership presence aligned with FBMC’s mission, values, and service standards.
• Strong numerical skills and proficiency with Microsoft Office, CRM systems, and web-based applications.
• High School Diploma or GED required; Bachelor’s degree preferred.
• Minimum 8 years of experience in employee benefits, account management, sales, marketing, or related fields.
• Minimum 2 years of supervisory or staff management experience.
• Active State Life & Health License required.
• Strong working knowledge of benefit programs, insurance markets, and industry vendors.

Nice To Haves

• Certified Employee Benefits Specialist (CEBS)
• Registered Employee Benefit Consultant (REBC)
• Registered Health Underwriter (RHU)
• Chartered Healthcare Consultant (ChHC)

Responsibilities

• Serve as the primary point of contact for assigned clients; conduct regular communication and onsite visits to assess satisfaction and present deliverables.
• Lead and execute open enrollment activities, including presentations, health fair coordination, and vendor engagement.
• Implement best-practice service models to ensure consistent, high-quality delivery and adherence to contractual obligations.
• Identify opportunities for account growth through renewals, expanded scope, and additional service offerings in benefits and total rewards programs.
• Collaborate with Account Executives to develop communication, education, and strategic initiatives aligned with client goals.
• Support negotiation strategies with carriers and vendors in partnership with Stealth or similar internal teams.
• Prepare and deliver professional client-facing materials, including stewardship reports, communication pieces, RFP responses, renewal presentations, and proposals.
• Ensure accuracy, timeliness, and professionalism in servicing accounts from onboarding to renewals, including CRM documentation.
• Monitor claims trends, compliance requirements, and client business developments; provide proactive recommendations and solutions.
• Access and coordinate expert internal resources (analytics, legal, HR, wellness, communications, technology) to support client objectives.
• Assist leadership with recruiting, training, and developing account management team members.
• Ensure team engagement and alignment with service standards and client deliverables.
• Provide ongoing coaching, quality review, and performance feedback.
• Establish expectations, ensure accountability, and manage team workload to meet deadlines.
• Conduct annual performance and compensation reviews for service staff.
• Promote organizational goals, vision, and processes within the team.
• Act as a resource and subject-matter expert in areas such as insurance products, technology systems, industry trends, and consultative service techniques.

Benefits

• FBMC provides a competitive compensation package that includes a health plan, a 401(k) with company matching, paid time off (including sick days and vacation), and a Wellness Program.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 11-50 employees