Account Manager - Employee Benefits

Selby Jennings; New York (NY); On-site; USD 85,000 - 115,000; Full time

Job summary

Selby Jennings seeks an Employee Benefits Account Manager to join a growing insurance brokerage on a NY-area team. The role focuses on servicing employer clients, managing day-to-day account needs, and supporting renewals across medical, dental, vision, life, disability, and voluntary programs.

You will handle renewals, open enrollment, and client-facing materials, coordinating with carriers, TPAs, and vendors to ensure high-quality service while keeping client records accurate in agency systems.

Qualifications

• 3-5+ years of employee benefits account management or brokerage experience.
• Experience managing employer groups across industries and sizes.
• Strong knowledge of Fully Insured, Level-Funded, and Self-Funded plans.
• Familiarity with medical, dental, vision, life, disability, and voluntary benefits.
• Excellent communication, organizational, and relationship-management skills.
• Proficiency with Microsoft Office and agency management/CRM platforms.
• Active Life & Health License preferred.

Responsibilities

• Manage an assigned book of employee benefits clients and serve as primary contact for ongoing service needs.
• Build and maintain strong client relationships by delivering proactive support and strategic guidance.
• Coordinate annual renewals, open enrollment activities, and benefit program implementations.
• Prepare renewal analyses, plan comparisons, presentations, and client-facing materials.
• Collaborate with Account Executives, Producers, carriers, TPAs, and vendor partners for seamless service delivery.
• Assist clients with eligibility, billing, claims resolution, vendor coordination, and plan administration.

Skills

Account management

Client service

Relationship management

Communication

Organization

Education

Active Life & Health License preferred

Tools

Microsoft Office

CRM platforms

Job description

We are partnering with a growing insurance brokerage that is seeking an Employee Benefits Account Manager to join its expanding team. This individual will play a key role in servicing employer clients, managing day-to-day account needs, supporting renewals, and helping deliver exceptional client service across a broad range of employee benefits programs.

The ideal candidate will have experience working within a brokerage environment and possess a strong understanding of employee benefits, including medical, dental, vision, life, disability, voluntary benefits, and various group health funding arrangements.

Key Responsibilities

About the Opportunity

We are partnering with a growing insurance brokerage that is seeking an Employee Benefits Account Manager to join its expanding team. This individual will play a key role in servicing employer clients, managing day-to-day account needs, supporting renewals, and helping deliver exceptional client service across a broad range of employee benefits programs.

The ideal candidate will have experience working within a brokerage environment and possess a strong understanding of employee benefits, including medical, dental, vision, life, disability, voluntary benefits, and various group health funding arrangements.

Key Responsibilities

• Manage an assigned book of employee benefits clients and serve as a primary point of contact for ongoing service needs.
• Build and maintain strong client relationships by delivering proactive support and strategic guidance.
• Coordinate annual renewals, open enrollment activities, and benefit program implementations.
• Prepare renewal analyses, plan comparisons, presentations, and client-facing materials.
• Work closely with Account Executives, Producers, carriers, TPAs, and vendor partners to ensure seamless service delivery.
• Assist clients with eligibility, billing, claims resolution, vendor coordination, and plan administration issues.
• Support the marketing and placement of employee benefit programs.
• Maintain accurate client records, documentation, and activity within agency management systems.
• Stay informed on industry trends, carrier updates, and compliance considerations impacting employee benefit plans.

Qualifications

• 3-5+ years of employee benefits account management, client service, or brokerage experience.
• Experience managing employer groups across a variety of industries and group sizes.
• Strong knowledge of:
  • Fully Insured Plans
  • Level-Funded Plans
  • Self-Funded / Self-Insured Plans
• Familiarity with medical, dental, vision, life, disability, and voluntary benefit products.
• Excellent communication, organizational, and relationship-management skills.
• Proven ability to manage multiple client priorities in a fast-paced environment.
• Proficiency with Microsoft Office and agency management or CRM platforms.
• Active Life & Health License preferred.