Assist in managing client accounts, ensuring timely and effective communication.
Address client inquiries, issues, and requests with a focus on providing excellent customer service.
Prepare and deliver client presentations, reports, and updates under the guidance of the Account Executive.
Build and maintain positive relationships with clients through regular communication and proactive problem-solving.
Support Account Executive in developing account strategies and identifying opportunities for account growth.
Coordinate and track project timelines, deliverables, and milestones.
Collaborate with internal teams (e.g., Account Executive, benefit administrator, sales) to ensure projects are executed according to client specifications and deadlines.
Monitor project progress and provide regular status updates to clients and Account Executive.
Prepare meeting agendas, take meeting minutes, and follow up on action items.
Assist in the preparation of proposals, contracts, and invoices.
Manage relationships with benefits vendors and service providers.

Minimum of 3 years in Account Management or client service experience with large and/or self-funded accounts (required)
Minimum of high school diploma or general education degree (GED)
Proficient with MS Office Suite and Excel
Organizational, verbal, and written communication skills.
Ability to maintain a high level of confidentiality.
Travel may be required
Associate’s or Bachelor’s in a business or financial related discipline or experience in lieu of degree (preferred)
Professional designation (preferred)
Minimum typing speed of 40 to 50 words per minute (preferred)
Agency Management System knowledge (preferred)

Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.

Employee Benefits Account Manager

Key skills