Employee Benefits Account Manager

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

📋 Description

• Oversee client life-cycle deliverables with guidance from the Benefit Consultant and Team Lead to enhance the retention of a portfolio of business.

• Engage in progressively complex client-related tasks.

• Participate in training and professional growth in strategic account planning, effective communication, and project management.

• Determine a specific area of focus or subject-matter expertise.

• Maintain up-to-date client files and internal systems following company protocols.

• Implement onboarding, ongoing support, and renewal service deliverables across all coverage lines and products.

• Assist in the development of client goals, objectives, and multi-year strategic plans.

• Establish annual service delivery calendars.

• Create client deliverables utilizing team expertise, tools, and established standards.

• Communicate and present findings, analyses, and recommendations during meetings, calls, and emails.

• Generate standard and ad hoc reports and manage client projects.

• Cultivate and sustain relationships with clients and vendors.

• Review employee education and communication materials during key periods such as open enrollment.

• Research, address, and resolve client inquiries and service issues.

• Maintain BenefitPoint, Oracle, and client files in accordance with data standards.

• Manage client stakeholder contact information for satisfaction and thought leadership purposes.

• Develop and oversee internal account plans with the Team Lead and Producer.

• Liaise with carriers and vendors on behalf of clients and the team.

• Identify and utilize resources for upselling opportunities.

• Reconcile client revenue monthly between BenefitPoint and Finance Accrued Revenue.

• Innovate new and creative benefit solutions under guidance.

⛳️ Requirements

• 1–3 years of experience in working with a health and welfare carrier, broker, employee benefits administrator, or in an HR/benefits capacity.

• A state-specific resident Life & Health License is mandatory.

• Bachelor’s Degree is preferred.

• Exceptional attention to detail, organization, and responsiveness.

• Capability to model financial implications arising from benefit programs.

• Comfortable negotiating with insurance carriers.

• Proficient in Microsoft Office, including Excel, PowerPoint, and Word.

• Ability to identify issues and develop effective solutions.

• Quick learner of new skills.

• Capable of working collaboratively and independently, meeting deadlines, and delegating when necessary.

• Ability to build relationships with both internal and external stakeholders.

• Strong verbal and written communication skills.

• Competent in multitasking and remaining composed under pressure.

• Basic understanding of general business and financial concepts.

• Ability to create, organize, and manage a project plan effectively.

• Basic comprehension of strategy and long-term planning.

🏝️ Benefits

• Medical, vision, and dental coverage.

• 401(k) plan with company match.

• Company-sponsored life insurance.

• Short-term disability (STD) benefits.

• Long-term disability (LTD) benefits.

• Paid time off starting at 18 days per year.

• 10 paid holidays.

• 2 floating holidays.