Employee Benefits Account Manager

Job Summary:
The Employee Benefits Account Manager is responsible for providing day-to-day service and support for assigned employee benefits accounts. This role involves maintaining strong client relationships, resolving service-related issues, preparing client-facing documents, and supporting compliance efforts. The ideal candidate will have a background in employee benefits, be detail-oriented, and capable of delivering high-quality service in a client-facing environment.

Responsibilities:

• Serve as the primary point of contact for client service inquiries, including claims, enrollments, and billing questions
• Prepare and distribute employee-facing materials for benefit programs
• Maintain accurate policy records within the agency management system
• Assist with the creation and updating of compliance-related documents
• Support renewal and cross-selling efforts within assigned accounts
• Participate in client meetings and presentations as needed
• Complete special projects as assigned by leadership

Qualifications/Requirements:

• Active Life & Health (L&H) insurance license required
• 2–5+ years of experience in an Employee Benefits Account Manager role
• Prior experience in a client-facing and presenting capacity is essential
• Strong organizational skills and attention to detail
• Proficiency with agency management systems and Microsoft Office
• Willingness and ability to travel as needed for client meetings
• Not a direct sales role, but must be comfortable with renewal processes and cross-selling initiatives

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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