Senior Strategic Partnerships Manager driving Pleos App Market growth through partnership development and strategic alignment. Leading negotiation with content providers and enhancing relationship management.
About the role
- Employee Benefits Account Manager managing small group health and individual disability/life client portfolios. Collaborating with teams to deliver high-quality benefits service in a hybrid model.
Responsibilities
- Serve as the primary day-to-day contact for assigned small group employee benefits and individual disability/life clients
- Manage renewals for groups, including gathering census data, preparing renewal comparisons, and supporting plan design discussions
- Coordinate with carriers on quotes, underwriting, enrollments, eligibility updates, billing issues, and plan changes
- Support open enrollment activities including employee materials, carrier coordination, and implementation timelines
- Handle ongoing service needs such as eligibility changes, terminations, new hires, and claims or billing inquiries
- Quote, submit tickets, take applications, and support underwriting process for individual disability and term life policies
- Ensure compliance with applicable regulations including ACA, ERISA, and COBRA
- Maintain accurate documentation and client records in agency management systems
- Partner with producers and internal teams to deliver a seamless client experience
- Identify opportunities to improve processes, enhance service delivery, and support client retention
Requirements
- 2+ years of experience in employee benefits within an insurance brokerage or agency environment
- Experience supporting small group (2–99 lives) clients strongly preferred
- Familiarity with fully insured benefit plans including medical, dental, vision, and ancillary coverages, as well as individual disability/term life insurance
- Working knowledge of employee benefits compliance and enrollment processes
- Strong organizational skills with the ability to manage multiple accounts and deadlines
- Excellent written and verbal communication skills
- Proficiency in Microsoft Office including Excel, Word, and Outlook
- Experience with Applied Epic a plus
- Active Life & Health insurance license
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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