Job Summary

Seeking a highly skilled and professional Employee Benefits Account Manager to join a growing team. This role is pivotal in managing and nurturing client relationships, ensuring seamless execution of benefits processes, and delivering exceptional service to the portfolio of small-to-medium business (SMB) clients. The ideal candidate will have a proactive mindset, strong technical expertise, and a passion for providing tailored solutions to meet client needs.

Compensation Package

Salary: $100,000 - $125,000 annually
Commission: 2.5% on all renewal business
401(k): 4% company match
Comprehensive benefits package

Responsibilities

Serve as the primary point of contact for a portfolio of SMB benefits clients, managing relationships end-to-end.
Lead client renewals and open enrollment processes with a proactive and strategic approach.
Provide empathetic and precise employee-level support, including eligibility changes, enrollment troubleshooting, claims navigation, and benefits inquiries.
Ensure compliance with ACA, ERISA, COBRA, and other related benefits regulations, escalating issues as necessary.
Collaborate with third-party administrators (TPAs), carriers, and vendors to resolve issues efficiently and maintain a consistent client experience.
Contribute to the development and refinement of workflows, templates, and service standards as the agency scales.
Leverage modern benefits platforms and tools to enhance accuracy, reduce manual tasks, and keep clients informed.
Partner with internal teams, including placement, producers, and operations leadership, to improve client retention and outcomes.

Qualifications/Requirements

Experience: Minimum of 4 years of experience managing benefits accounts end-to-end.
Licenses/Designations: Life and Health (L&H) license required.
Technical Skills: Proficiency in Epic software is preferred.
Strong understanding of benefits administration, including ACA, ERISA, and COBRA compliance.
Exceptional communication and interpersonal skills, with the ability to build and maintain professional relationships.
Demonstrated accountability, teamwork, and professionalism.
Ability to work effectively in a collaborative, fast-paced environment.

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