Employee Benefits Account Manager

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

📋 Description

• Act as the main advisor and daily point of contact for designated employee benefits clients

• Foster long-lasting client relationships while providing responsive support

• Oversee open enrollment planning and implementation, including employee education, presentations, communications, and policy management

• Collaborate with Producers, Benefit Consultants, carriers, and internal service teams to provide customized benefit solutions

• Evaluate renewal options, create contribution models, and perform benchmarking

• Manage the RFP process, carrier submissions, and internal workflows

• Ensure that deadlines and service commitments are fulfilled

• Recognize cross-selling and growth opportunities within current client accounts

• Enhance client relationships and broaden service offerings

⛳️ Requirements

• Background in employee benefits account management, consulting, or a related client service position

• In-depth knowledge of employee benefits administration, renewals, and carrier interactions

• Capability to handle multiple client accounts and meet competing deadlines

• Exceptional written, verbal, and interpersonal communication abilities

• Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint

• Professional demeanor suitable for client-facing interactions

• Capacity to work independently while also contributing to a collaborative team environment

• Over 3 years of experience in employee benefits account management, consulting, or a related field

• Life & Health insurance license considered a valuable asset

• Familiarity with agency management or CRM platforms such as Zywave

• Bachelor’s degree in Business, Insurance, or a related area regarded as a valuable asset

• Proven success in identifying account growth and cross-selling opportunities

🏝️ Benefits

• Multiple medical plan options with preventive care covered at 100%

• Complimentary virtual medical and mental healthcare for employees and their families

• Dedicated healthcare concierge service

• Employer-sponsored short-term and long-term disability coverage

• Paid parental leave

• Customized PTO without traditional accrual systems

• Separate sick leave

• Competitive 401(k) company matching

• Extensive dental and vision coverage

• Employee Assistance Program offering confidential mental health, legal, financial, and work-life support

• Company-paid holidays

• Comprehensive health and welfare program that extends to family and domestic partners