Employee Benefits Account Manager

Job Summary

Seeking a highly skilled and experienced Employee Benefits Account Manager to support and manage a diverse portfolio of employee benefits clients. This role is responsible for delivering exceptional client service, providing strategic benefits guidance, and ensuring the successful execution of day-to-day account management activities. The ideal candidate will possess strong employee benefits expertise, a consultative approach to client service, and a proven ability to build and maintain long-term client relationships.

Compensation Package

• Salary Range: $70,000 - $90,000 annually+ (depending on experience) + bonus opportunities
• Benefits: Competitive benefits package, paid time off, professional development opportunities, etc.
• Work Arrangement: Hybrid model

Responsibilities

• Manage a portfolio of client accounts, ranging from 150 to 500 lives, with some smaller and larger groups.
• Provide expert guidance on all lines of coverage, including self-funded accounts.
• Assist clients during enrollment periods by explaining benefits and addressing inquiries.
• Ensure seamless service delivery and maintain high levels of client satisfaction.
• Support producers in quoting new and renewal business, with a primary focus on servicing renewals.
• Maintain compliance with industry regulations and best practices.
• Utilize Applied Epic software for account management and documentation.

Qualifications/Requirements

• Minimum of 5+ years of experience in an agency benefits account management role.
• Strong knowledge of self-funded accounts and generalist experience across all lines of coverage and industries.
• Licensure in Life & Health (L&H) is required.
• Experience with compliance is highly desirable.
• Familiarity with Applied Epic software is preferred.
• Exceptional organizational skills, attention to detail, and a client-focused mindset.
• Strong communication and interpersonal skills to build and maintain client relationships.
• Ability to work collaboratively in a team-oriented environment.

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