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Job Description
Job Title :
Employee Benefits Account Manager
Job Summary
Seeking an experienced Employee Benefits Account Manager to manage and retain a book of group benefits clients while delivering high-touch, customer-centric service. This role is ideal for a proactive, detail-oriented professional who thrives in a collaborative and fast-paced environment. The position requires strong communication and organizational skills, a thorough understanding of benefits regulations, and a commitment to delivering exceptional service.
Responsibilities
- Manage and service existing group benefits accounts, acting as the primary point of contact for clients
- Conduct presentations for new business, renewals, and open enrollment meetings
- Prepare quotes and proposals for group health and ancillary benefits
- Respond to client inquiries related to claims, eligibility, coverage, and costs
- Accurately enter and update client data in the agency management system
- Stay current with federal / state regulations and industry trends impacting employee benefits
- Maintain strong relationships with carriers and vendors to ensure timely issue resolution
- Uphold client confidentiality and ensure all work complies with regulatory requirements
- Collaborate with internal teams to support client initiatives and continuous process improvements
Qualifications / Requirements
Active Life & Health License required3+ years of experience in employee benefits account managementProven experience managing client relationships and servicing group benefits accountsIn-depth knowledge of benefits regulations and quoting / renewal processesExperience with BenefitPoint or similar agency management systems preferredProfessional designations are a plusExcellent communication and interpersonal skillsStrong organizational skills and attention to detailProactive, solution-oriented mindset with the ability to work independently and in a team environmentDisclaimer : Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
Seniority level
Mid-Senior levelEmployment type
Full-timeJob function
Sales, Business Development, and FinanceIndustries
Banking, Financial Services, and InsuranceJ-18808-Ljbffr