Employee Benefits Account Manager

Role Overview

• Serve as the primary service contact for clients and coordinate with necessary parties.
• Build and maintain strong broker and client relationships.
• Manage daily operations and tasks for assigned accounts.
• Meet all required licensing and enrollment timeline requirements.
• Coordinate with vendors and carriers to support enrollment processes and resolve issues.
• Address client billing, claims, eligibility, and compliance matters (COBRA, HIPAA, FMLA, ERISA, etc.).
• Support benefit plan renewals, changes, new plans, and new lines of coverage.
• Assist with client meetings, enrollment sessions, communication events, and benefit/wellness fairs.
• Maintain accurate client data and documentation within agency management systems.
• Produce communication materials and respond to all emails within 24 hours.
• Uphold agency guidelines, promote teamwork, and stay current on industry trends and products.
• Perform additional duties as assigned.

Requirements

• Four-year college degree preferred.
• 3+ years experience in employee benefits industry.
• Proficient in Microsoft Office programs.
• AZ Life and Health License.

Benefits

• Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.