Employee Benefits Account Manager
Employee Benefits Account Manager
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Job Description
This role supports the employee benefits team by coordinating new and renewal group plans across medical dental vision and related lines. The Account Manager will collaborate closely with producers and clients assisting with service needs gathering renewal data and ensuring timely accurate delivery of marketing materials quotes and proposals.
Key Responsibilities
Support renewal and new business processes by collecting required information and preparing materials
Act as a point of contact for client inquiries and resolve administrative or coveragerelated issues
Collaborate with carriers to request and track quotes confirming accuracy upon receipt
Help prepare benefit summaries enrollment kits and marketing documentation
Review policy documents for accuracy and enter details into the agency system
Maintain organized digital records and track outstanding items through internal workflows
Contribute to audits and ensure compliance with internal and industry standards
Document client communications and follow up on unresolved service issues
Requirements
Minimum of 2 years experience in an employee benefits account management role
Active Life & Health license required
Familiarity with agency management systems and carrier portals (e.g. AMS360 Benefit Point Perfect Quote)
Strong understanding of group health and ancillary benefit offerings
Excellent organizational written and verbal communication skills
Initial inoffice presence required for training and onboarding (first 6 months) with hybrid flexibility available afterward
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 employers discretion.
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Required Experience:
Manager
Employment Type
Full-Time
