Job Title: Senior Employee Benefits Account Manager

Job Summary
The Senior Employee Benefits Account Manager is responsible for overseeing a portfolio of group benefits clients, ensuring the effective delivery, renewal, and compliance of employee benefits programs. This position requires advanced knowledge of group insurance products and a high level of client service. The role includes strategic client consultation, interdepartmental coordination, and support for both new and renewing business.

Responsibilities

• Serve as the primary point of contact for assigned clients, fostering long-term, consultative relationships.
• Respond to client inquiries regarding coverages, claims, eligibility, billing, and policy updates.
• Coordinate with internal teams (analytics, compliance, wellness, technology, and administration) to meet client needs.
• Manage the full renewal cycle, including marketing to carriers, tracking responses, and preparing recommendations.
• Facilitate and lead client and employee meetings to present benefit offerings and updates.
• Draft client communications and ensure timely distribution of materials such as benefit guides and enrollment packets.
• Monitor and ensure compliance with federal and local regulations, including the distribution of required notices and reports.
• Generate and analyze monthly reports for clients focused on data-driven decision-making.
• Support Account Executives with ongoing service and project-based initiatives.

Qualifications/Requirements

• 5+ years of employee benefits account management experience, preferably within an agency setting.
• Strong knowledge of group health insurance products and regulatory requirements.
• Proven experience managing the full renewal process and coordinating with multiple internal teams.
• Excellent verbal and written communication skills; comfortable presenting to employer groups and employees.
• Detail-oriented with strong organizational and problem-solving skills.
• Proficiency with Microsoft Excel, PowerPoint, and agency management systems.
• Active Life & Health license required.

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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