Employee Benefits Account Manager

Role Overview

• Serve as the primary point of contact for a book of mid-to-large employer groups.
• Deliver proactive, consultative service, including benefit plan design, renewal strategy, compliance guidance, and claims data analysis.
• Build and maintain strong relationships with clients, TPAs, stop-loss carriers, PBMs, and other vendor partners.
• Lead and facilitate client meetings, including stewardship reviews and renewal presentations.
• Ensure the timely and accurate delivery of all client deliverables, including open enrollment materials, compliance notices, and reporting.
• Assess current account management workflows and identify opportunities to enhance efficiency, consistency, and client experience.
• Develop, document, and roll out new procedures, service standards, and templates for internal use.
• Establish scalable onboarding and service models.
• Support the training and mentoring of junior staff in new processes and best practices.

Requirements

• 3+ years of employee benefits experience, with significant experience managing self-funded employer groups for an agency or brokerage.
• Proven success in a client-facing account management role within an agency, or brokerage.
• Strong analytical skills with the ability to interpret and present complex claims and cost data.
• Demonstrated experience improving or creating account management processes, documentation, and internal systems.
• Excellent interpersonal, presentation, and communication skills.
• Highly organized and capable of managing competing priorities in a fast-paced environment.
• Proficiency in Microsoft Office Suite (especially Excel and PowerPoint); experience with benefits administration and CRM platforms preferred.
• Current Life & Health License required.

Benefits

• Medical, dental, and vision insurance
• 401(k) with company match
• Paid time off and holidays
• Professional development opportunities
• A supportive, collaborative work environment