Account Manager – Employee Benefits

Role Overview

• Serve as the primary point of contact for an assigned portfolio of small group employer clients
• Managing day-to-day service needs at high volume via phone and email
• Build and maintain strong client and carrier relationships through consistent, proactive outreach by phone and email
• Conduct virtual meetings (Teams) for open enrollment and renewal discussions as needed
• Handle high-level client service issues with professionalism and urgency
• Maintain clear ownership of client issues — triage incoming requests, route to the correct internal team, and confirm completion on behalf of the client
• Support the renewal process as needed, including coordinating with clients on plan options
• Proactively identify and pursue cross-sell opportunities
• Assist clients with compliance-related questions including ERISA, COBRA, FMLA, and Health Care Reform
• Maintain accurate, organized, and up-to-date client records in the CRM system
• Manage a high volume of accounts with strong organizational discipline
• Stay current on carrier products, plan designs, underwriting guidelines, and legislative changes
• Actively participate in team meetings and huddles
• Assist with special projects, process improvements, and new service development as assigned

Requirements

• Associate's degree preferred
• Minimum of two (2) years of experience in small group employee health benefits or a related insurance environment
• Solid understanding of small group insurance products, carrier procedures, and plan design — including medical, dental, vision, life, STD, and LTD
• Knowledge of carrier submission requirements for new business and renewals
• Familiarity with compliance requirements including ERISA, COBRA, FMLA, and ACA/Health Care Reform
• Insurance Producer's License required
• Strong proficiency in Microsoft Office (Word, Excel, Outlook)
• Excellent verbal and written communication skills
• Exceptional organizational skills
• Demonstrated ability to problem-solve, triage service issues, delegate effectively, and follow through to resolution

Benefits

• Access to medical, dental, vision, life, disability, and AD&D insurance
• Tax-advantaged savings accounts
• 401(k) plan with company match
• Generous paid time off programs
• Company holidays
• Vacation and sick days
• New parent leave
• Possible qualifying for restricted stock units and/or a deferred compensation plan