Provide day-to-day support to a team of Account Managers across a shared book of small to mid-market clients (2–250 lives)
Assist with quoting and renewal processes, including gathering census data, submitting to carriers, and organizing plan options
Prepare and review benefit comparisons and proposal materials for accuracy and completeness
Compile and maintain compliance materials, including required notices and regulatory documentation (e.g., ERISA, ACA, COBRA)
Maintain accurate client records, files, and internal systems
Coordinate with carriers and vendors to obtain quotes, track submissions, and resolve discrepancies
Support open enrollment preparation by organizing materials and ensuring deadlines are met
Assist with reporting, audits, and quality control to maintain high standards of accuracy and compliance
Collaborate closely with Account Managers to support client deliverables and timeline

1–3 years of experience in employee benefits, insurance, or a related support role
Basic understanding of group benefits, including medical, dental, vision, life, and disability
Strong attention to detail and time management skills
Ability to manage multiple priorities in a deadline-driven environment
Proficiency in Microsoft Excel and other Office applications
Life & Health insurance license (or willingness to obtain)
Bachelor’s degree in Business, Human Resources, or a related field preferred
Experience with benefits administration platforms and Applied EPIC
Familiarity with compliance requirements such as ERISA, ACA, and COBRA

Associate Account Manager – Client Specialist

Key skills