Employee Benefits Account Manager

This is a fully remote position, open to applicants in Florida.

📋 Description

• Assist in overseeing client accounts and ensure effective and timely communication.

• Respond to client inquiries, concerns, and requests.

• Prepare and present client reports, updates, and presentations under the guidance of the Account Executive.

• Establish and nurture positive client relationships through consistent communication and proactive problem-solving.

• Aid the Account Executive in formulating account strategies and identifying opportunities for account growth.

• Coordinate and monitor project timelines, deliverables, and milestones.

• Collaborate with internal teams to deliver projects according to client specifications and deadlines.

• Track project progress and provide status updates to both clients and the Account Executive.

• Organize and maintain account files, documentation, and records.

• Prepare meeting agendas, record meeting minutes, and follow up on action items.

• Assist with the preparation of proposals, contracts, and invoices.

• Manage relationships with benefits vendors and service providers.

• Offer guidance and support to employees regarding benefits questions and issues.

• Conduct benefits orientations and workshops.

• Create and distribute communication materials related to benefits.

⛳️ Requirements

• Minimum of a high school diploma or general education degree (GED).

• 1–2 years of experience in account management, client services, or related areas.

• Florida Life & Health Insurance license (2-15) required within 30 days of employment.

• Valid driver’s license is necessary.

• Proficiency in MS Office Suite and Excel is essential.

• Strong organizational, verbal, and written communication skills.

• Ability to maintain a high degree of confidentiality.

• Willingness to travel as needed.

• An Associate’s or Bachelor’s degree in a business or financial-related field is preferred, or relevant experience may substitute for a degree.

• Professional designation is preferred.

• Minimum typing speed of 40 to 50 words per minute is preferred.

• Knowledge of Agency Management Systems is preferred.

🏝️ Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance.

• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement.

• Free Mental Health & Enhanced Advocacy Services.

• Paid Time Off.

• Holidays.

• Preferred Partner Discounts.

• Travel may be required.