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.