Benefits Account Manager

Role Overview

The Benefits Account Manager will serve as the operational lead for each client’s renewal cycle, collaborating with brokers and benefits analysts to assess client trends, identify issues, and surface opportunities for enhanced solutions or cross-selling. This is a hybrid position that requires a motivated and ambitious individual who is well organized, able to prioritize, and able to work well with a team.

What You Will Do

The Benefits Account Manager will be responsible for serving as the operational lead for each client’s renewal cycle, collaborating with brokers and benefits analysts, reviewing proposals, communicating updates and recommendations to clients, and managing open enrollment workflows and recertifications.

Why It Might Be a Fit

The ideal candidate will be motivated to succeed, highly organized, process-driven, and capable of managing multiple simultaneous deliverables. They will also be able to work independently while collaborating effectively with team members and have a proactive mindset, ownership mentality, and client-first orientation.

Requirements

• Associate’s or bachelor’s degree preferred; equivalent relevant experience considered
• 2–4 years of professional office experience required; background in benefits, HR, or client service strongly preferred
• Proficiency in Microsoft Outlook, Word, and Excel
• Must obtain Accident, Health & Life Producer’s License within 90-days of hire and maintain continuing education requirements

Benefits

• Company Paid Life Insurance, Long-Term and Short-Term Disability
• Medical, Dental, Vision and FSA/HSA plans
• 401(k) with company match
• Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits
• Generous PTO