Employee Benefits Account Manager

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

📋 Description

• Oversee client lifecycle deliverables under the guidance of the Benefit Consultant and Team Lead to ensure the retention of a portfolio of business.

• Engage in client deliverables of increasing complexity.

• Participate in training and professional development focused on strategic account planning, communication, and project management.

• Identify and cultivate expertise in a specific subject matter area.

• Keep client files and internal systems updated in compliance with company protocols.

• Assist with onboarding, ongoing service, and renewal deliverables for all coverage lines and products.

• Aid in the establishment of client goals, objectives, and multi-year strategic roadmaps.

• Outline annual service delivery calendars.

• Create client deliverables, reports, and handle ad-hoc projects.

• Present findings, analyses, and recommendations during meetings, calls, and emails.

• Build and maintain relationships with clients and vendors.

• Review employee education and communication materials, especially during Open Enrollment periods.

• Research, address, and resolve client service inquiries.

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

• Manage client stakeholder contact details.

• Collaborate with the Team Lead and Producer to create and oversee Internal Account Plans.

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

• Identify resources for potential upsell opportunities.

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

• Develop new benefit solutions with appropriate guidance.

⛳️ Requirements

• A Bachelor’s Degree is preferred.

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

• A State Specific Resident Life & Health License is mandatory.

• Strong attention to detail, organizational skills, and responsiveness are essential.

• Capability to model financial implications arising from benefit programs.

• Comfort in negotiating with insurance carriers.

• Proficiency in Microsoft Office applications, including Excel, PowerPoint, and Word.

• Ability to identify issues and formulate effective solutions.

• Quick learner with the ability to acquire new skills efficiently.

• Capacity to work collaboratively and independently, meet deadlines, and delegate tasks when necessary.

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

• Strong verbal and written communication skills.

• Ability to manage multiple tasks while remaining composed under pressure.

• Basic understanding of general business and financial principles.

• Ability to create, organize, and oversee a project plan.

• Basic understanding of strategy and long-term planning.

🏝️ Benefits

• Options for medical, vision, and dental benefits.

• 401(k) plan with company matching contributions.

• Company-paid life insurance coverage.

• Short-term disability (STD) benefits.

• Long-term disability (LTD) benefits.

• Paid time off (PTO) beginning at 18 days per year.

• 10 paid holidays annually.

• 2 floating holidays.