Prepare renewal packages, marketing submissions, and benefits summaries
Track and maintain client plan data, including employee changes and enrolments
Respond to client and carrier inquiries promptly and professionally
Ensure all client documentation is current, accurate, and compliant with best practices
Use our CRM and internal tools to manage workflows and deadlines
Support the preparation of proposals and client presentations
Attend in-person and virtual client meetings alongside Sr. Account Managers
Provide exceptional service to help retain and strengthen client relationships
Proactively flag issues or follow-ups, taking ownership of tasks when appropriate
Participate in webinars and industry events to stay current
Assist with additional client service and administrative tasks as needed

3 to 5 years of experience in the group benefits industry
Confident, professional communication with clients and carriers
Highly organized and detail-oriented, with strong follow-through
Able to take initiative, think ahead, and contribute meaningfully in client meetings
Able to work independently and collaborate with Sr. Account Managers
Strong verbal and written communication skills
Proficient in Microsoft Office (Excel, Word, PowerPoint etc.), CRM systems and web-based carrier portals
Completion (or willingness to obtain) LLQP and/or GBA
Valid driver’s license and access to a vehicle

Junior Account Manager – Group Benefits

Key skills