Senior Account Manager, Group Benefits

Posted Sep 17

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

📋 Description

• Oversee the organization's most critical and intricate client relationships within the Group Benefits sector.

• Act as the primary liaison for designated key employer group clients regarding issue resolution, reporting requests, and renewal preparations.

• Foster and sustain relationships with client contacts and broker associates.

• Proactively communicate about account status, policy updates, and renewal schedules.

• Collaborate with internal teams and external Third Party Administrator partners to enhance client interactions and service delivery.

• Work alongside Underwriting and TPAs on policy modification requests and client renewal packages.

• Monitor account performance and pinpoint opportunities for account growth or enhancements in administrative processes.

• Prepare and disseminate client reports.

• Develop stewardship presentations that illustrate account progress, objectives, and quarterly initiatives.

• Maintain precise account records and documentation within Salesforce.

• Elevate complex client issues necessitating coordination across departments and partners.

• Identify recurring client challenges and trends to foster ongoing service improvements.

• Provide training and support to Account Managers as necessary.


⛳️ Requirements

• A Bachelor's degree in marketing, business administration, sales, or a related discipline is preferred.

• Over 5 years of relevant experience in insurance, benefits administration, or client services, including exposure to employee benefits or B2B account management.

• Comprehensive knowledge of group insurance products and administrative concepts.

• Exceptional verbal and written communication skills with a professional, client-facing demeanor.

• Strong organizational and time management skills; capable of handling multiple tasks and deadlines concurrently.

• High level of attention to detail and accuracy, especially in data management and client documentation.

• Ability to work independently while also mentoring and guiding junior team members.

• Proficient in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint).

• Familiarity with Salesforce is strongly preferred.

• Consistent and reliable attendance during your assigned shift.

• Capability to work full-time and/or part-time as per the position requirements.


🏝️ Benefits

• Competitive compensation tailored to reflect your expertise and contributions.

• Comprehensive health, dental, and vision insurance options.

• Extensive life insurance benefits.

• Retirement plans, including a company-matched 401k and a pension plan.

• Paid holidays and time off.

• Parental leave.

• Subsidized all-in-one subscriptions promoting fitness, mindfulness, nutrition, and sleep goals.

• Company-paid counseling services for mental health, stress management, and work-life balance.

• Eligibility for continued education reimbursement.

• Company-sponsored FLMI and ICA courses.

• Discounted tickets for Texas Rangers games.

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