Benefits Account Manager - Memphis, TN

Benefits Account Manager - Memphis, TN

Oakbridge Insurance

Overview : The Benefits Account Manager is responsible for servicing clients in the employee benefits division, building rapport with existing and potential customers, identifying insurance needs, and coordinating placement of benefit plans. This role ensures high-quality onboarding, strategic renewal management, open enrollment coordination, and day-to-day service excellence.

Responsibilities

• Oversee the onboarding of and lead onboarding calls with producers and transition teams
• Create and maintain current Scope of Services Agreements, in coordination with the producer and client, adhering to the Oakbridge service model
• Manage the renewal timeline, including adherence to the agreed-upon schedule, timely proposal delivery and executing contribution strategy
• Prepare and present renewal presentations and confirm final plan designs with clients
• Host in-person Open Enrollment meetings and manage post-enrollment calculations
• Oversee onboarding and renewal tasks, including addressing compliance questions, delivering custom client communications and supporting vendor selection
• Oversee the annual compliance calendar and provide specific guidance, such as 1094 / 1095 reporting and Form 5500 processes

Job Requirements

Preferred Education / Experience

About Us

Oakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry. For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating company cultures and best practices, and earning each other's respect. They formed Oakbridge Insurance Agency on January 1, 2021. We are proud to have added partners who share our vision and commitment to doing what is right for our friends and neighbors.

Our most important asset is our people. We offer a friendly and flexible work environment and first-class benefits to meet the needs of you and your family, including a 401k plan with immediate participation, company match, and immediate vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and additional voluntary offerings.

Oakbridge Insurance is an equal opportunity employer committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by law. This policy applies to all employment practices within our organization.

For more information visit our website.

Deeply Rooted in Service.

Seniorilty level

Employment type

Job function

Memphis, TN - Salary : $140,000.00-$170,000.00

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