Employee Benefits Account Manager
Employee Benefits Account Manager
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Job Description
Job Description
Job Title: Employee Benefits Account Manager
Job Summary
Seeking an experienced Employee Benefits Account Manager to provide day-to-day client service and support for employee benefits accounts. This role works closely with Account Executives and clients to ensure smooth plan administration strong client relationships and high-quality service delivery. The ideal candidate brings strong communication organizational and benefits knowledge to manage a range of tasks from client inquiries to open enrollment coordination.
Responsibilities
- Serve as the primary contact for client issues questions claims and billing concerns via phone email virtual meetings and in-person visits.
- Support client retention efforts by fostering strong client and carrier relationships.
- Coordinate with Account Executives to ensure seamless service and communication with clients.
- Facilitate and participate in open enrollment meetings including preparation of materials and benefit presentations.
- Maintain and update client records in agency management systems such as TAM/EPIC and shared drives.
- Create and distribute employee communication materials including benefits booklets.
- Utilize and manage online enrollment portals such as Ease Employee Navigator and other HR platforms.
- Maintain knowledge of compliance requirements including COBRA annual notices and Form 5500 filings.
- Provide consistent updates to producers and ensure all client communications are responded to within 24 hours.
Qualifications/Requirements
- High school diploma required; BA/BS degree preferred.
- Valid Life and Health insurance license is mandatory.
- Bilingual proficiency is required.
- Minimum of 1 year of employee benefits account management experience.
- Previous small group benefits experience is strongly preferred.
- Experience with EPIC or other agency management systems preferred.
- Familiarity with enrollment platforms (Ease Employee Navigator etc.) is necessary.
- Strong written and verbal communication skills.
- Proficiency in Microsoft Office especially Excel.
- Ability to work collaboratively within a team-oriented environment.
Compensation Package
- Compensation: Between $70K$90K (based on experience)
- Competitive benefits package paid time off professional development opportunities etc.
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
