Account Manager supporting a portfolio of mid-market clients in employee benefits. Managing client relationships, coordinating service needs, and executing strategic plans.
Responsibilities
Manage the day-to-day service needs of a defined block of mid-market clients, typically fully insured and ranging from 100 to 1,000 lives
Partner with the lead Benefit Consultant to support renewal preparation, carrier/vendor coordination, and ongoing strategy execution
Serve as the main point of contact for client questions, service requests, and issue resolution throughout the year
Coordinate internal team resources to execute tasks related to plan design changes, compliance deliverables, open enrollment, and employee communication
Track timelines, deliverables, and open items to ensure client commitments are met with efficiency and follow-through
Learn and grow your understanding of alternative funding models (e.g., self-funding, level-funding) to prepare for future opportunities in more complex account support
Support data gathering, benchmarking, reporting, and project management activities in partnership with internal analysts and engagement specialists
Build trust-based client relationships through responsiveness, accuracy, and attention to detail
Requirements
3+ years of experience in employee benefits account management or group insurance (brokerage or carrier experience preferred)
Strong grasp of fully insured benefit plans and general employee benefits administration
Interest in learning about self-funded and alternative funding strategies
Excellent project management and organizational skills
Professional and proactive communication style — both written and verbal
Team player who thrives in a fast-paced, service-oriented environment
Working knowledge of all Microsoft Office products especially excel and PowerPoint, required
Experience with database applications, a plus.
Bachelor’s Degree, preferred
Life & Health License (or ability to obtain within first 90 days)
Benefits
health, wellbeing, retirement, and other financial benefits
paid time off
overtime pay for non-exempt employees
robust learning and development programs
reimbursement of job-related expenses per the company policy
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