Serve as a primary or shared point of contact for assigned employee benefits clients
Support and lead renewals, including data gathering, marketing coordination, and client deliverables
Partner with Producers to support client strategy, retention, and growth initiatives
Coordinate plan design, funding analysis, vendor selection, and contribution modeling as appropriate for the role level
Assist with self‑funded, level‑funded, and fully insured arrangements (experience dependent)
Collaborate with Account Managers, Analysts, and other teammates to deliver consistent service
Ensure accurate documentation, compliance support, and adherence to service standards
Participate in client meetings, renewal presentations, and enrollment activities
Contribute to a collaborative, team‑oriented culture through knowledge sharing and support

Experience in Employee Benefits within a brokerage (preferred)
Background in client service, renewals, or account management
Comfort working with clients and internal partners
Interest in growing responsibility and expanding benefits expertise
Strong communication, organization, and problem‑solving skills
Exposure to funding strategies, analytics, or vendor management is a plus (not required for all levels)

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.

Senior Employee Benefits Client Account Manager

Key skills