Account Manager, Employee Benefits

Account Manager Employee Benefits Job Description

Position Summary

The Employee Benefits Account Manager is responsible for delivering exceptional service and operational support to Employee Benefits clients. Working in partnership with the Benefits Team Leader and broader service team this role serves as a trusted day-to-day resource for clients by managing service requests coordinating carrier activities supporting renewals and ensuring accurate administration of employee benefit programs. The role reports to the Director of Employee Benefits and collaborates closely with Producers carriers and internal business partners. This position is primarily operational and client-facing with responsibility for maintaining service excellence and supporting growth through proactive account management.

Key Responsibilities

Functional Leadership & Ownership

Serve as the primary day-to-day contact for an assigned Employee Benefits book of business.

Build trusted relationships with clients benefits administrators carriers Producers and internal stakeholders.

Research and resolve client service issues while coordinating timely solutions.

Escalate complex service matters appropriately and maintain confidentiality of client information.

Direct implementation enrollment and communication processes.

Hands-On Execution & Delivery

Coordinate billing eligibility enrollment claims and carrier-related activities.

Support implementation of new benefit plans carrier transitions and coverage changes.

Maintain complete and accurate account documentation within the agency management system.

Ensure adherence to Errors & Omissions requirements and record retention standards.

Reporting Quality & Operational Support

Maintain accurate client records and account information.

Plan and prioritize workload to meet service standards and renewal timelines.

Prepare and proof employee communication materials including benefit guides brochures and flyers.

Review contracts and benefit materials for accuracy and coordinate corrections.

Cross-Functional Partnership & Integration

Partner with Producers carriers and internal teams to coordinate service delivery.

Participate in renewal strategy meetings and implementation activities.

Support clients with Schedule A requests Form 5500 preparation and required benefit communications.

Prepare and facilitate open enrollment meetings and employee education sessions.

Growth Change & Special Initiatives

Support new client onboarding and benefit program changes.

Assist with carrier transitions and evolving compliance requirements.

Contribute to scalable service processes that improve client experience.

Process Improvement & Best Practices

Track compliance requirements including PCORI RxDC Medicare Part D notices WRAP POP ERISA and annual notices.

Identify opportunities to improve workflows and service efficiency.

Maintain current knowledge of employee benefits trends and best practices.

Center of Excellence (COE) Contribution

Contribute employee benefits expertise and service best practices across the organization.

Support development of documentation communication materials and repeatable service processes.

Partner with peers and leadership to ensure consistent client experience and compliance support.

Accountability

Deliver exceptional client service and timely resolution of client requests.

Maintain quality accuracy and compliance across all assigned accounts.

Support successful renewals implementations and enrollment activities.

Build collaborative relationships with clients carriers and internal partners.

Demonstrate ownership professional judgment and effective prioritization.

Qualifications

2 years of experience in Employee Benefits account management insurance risk management client service or financial services.

Active 2-15 Life and Health License.

Experience supporting medical dental vision life disability voluntary benefits and compliance activities.

Strong organizational analytical and problem-solving skills.

Proficiency in Microsoft Excel including formulas and data organization.

Strong written and verbal communication skills.

Ability to work independently and collaboratively.

Preferred

Experience with agency management systems CRM platforms or benefits administration systems.

Prior experience supporting employee benefits insurance or brokerage teams.

Key Competencies

Client Service Excellence

Ownership & Accountability

Relationship Building & Collaboration

Analytical Thinking & Problem Solving

Organization & Time Management

Attention to Detail

Change Agility & Adaptability

Confidentiality & Professionalism