Account Manager- Employee Benefits

Accountabilities:

• • Manage an assigned portfolio of employee benefits accounts, ensuring service commitments are met, account activities are completed accurately, and potential liability is appropriately managed.
  • Deliver exceptional client service by anticipating needs, responding promptly to requests, maintaining clear communication, and strengthening long-term relationships.
  • Lead the account team by setting expectations, assigning daily responsibilities, monitoring execution, and recommending corrective actions when necessary.
  • Direct and support Account Coordinators to maintain high standards of productivity, quality, accuracy, and service.
  • Manage new business implementations, including gathering client information, establishing files, coordinating AOR notifications, obtaining carrier rates, setting up internal services, conducting compliance reviews, and supporting client and employee education.
  • Lead the renewal process by validating client information, updating documentation, coordinating with clients and carriers, obtaining renewal rates, conducting audits, and organizing training or client meetings.
  • Act as an intermediary and advocate between clients and carriers, working toward effective and mutually beneficial resolutions.
  • Identify sales and cross-selling opportunities within the assigned book of business and collaborate with Producers to support growth.
  • Recommend and implement value-added solutions that improve the client experience and strengthen benefits programs.
  • Maintain transparent, timely communication with Producers, Account Coordinators, clients, carriers, and other internal stakeholders.
  • Support team training, professional development, knowledge sharing, and continuous improvement initiatives.
  • Ensure account activities comply with applicable policies, procedures, licensing requirements, and industry standards.
  • Champion integrity, accountability, collaboration, and a positive team environment while contributing to broader organizational objectives.

  Requirements:

  • 5+ years of relevant experience in the employee benefits or insurance industry.
  • Active, required insurance licensing appropriate for the role.
  • Experience managing employee benefits accounts, with exposure to level-funded and self-funded plans.
  • Strong client relationship management and customer service skills, with the ability to communicate professionally and effectively with clients, carriers, Producers, and internal teams.
  • Demonstrated leadership experience, including delegating work, coordinating team activities, setting expectations, and supporting employee development.
  • Excellent organizational and time-management abilities, with the capacity to manage high volumes of work while maintaining accuracy and attention to detail.
  • Strong decision-making and problem-solving skills, including the ability to prioritize competing requests and identify appropriate solutions.
  • Ability to manage renewals, new business implementations, client data, carrier interactions, compliance activities, and benefits administration processes.
  • Proficiency with Microsoft Office applications, particularly Outlook, Word, and Excel.
  • High school diploma or equivalent required.
  • Self-motivated, dependable, collaborative, and comfortable working independently in a remote environment.
  • Strong commitment to client service, professional integrity, continuous improvement, and team success.
  • Ability to work primarily within Eastern or Central U.S. time zones.
  • Ability to maintain a dedicated, distraction-free workspace for remote work; candidates located within applicable proximity to a branch may occasionally be expected to work onsite.

  Benefits:

  • Expected salary range of $70,000–$90,000 annually, depending on experience, relevant skills, and geographic location.
  • Competitive compensation with bonus potential.
  • Company-paid health insurance.
  • Paid holidays, vacation, and sick time.
  • 401(k) plan with employer match.
  • Professional development, career progression, and growth opportunities.
  • Supportive colleagues and a respectful, collaborative work environment.
  • Emphasis on work-life and family balance.
  • Opportunities to participate in community service initiatives.
  • Remote work flexibility for eligible employees, with applicable location and business requirements.
  • A role combining client relationship management, team leadership, insurance expertise, and opportunities for business growth.