Account Manager II

Kelly Benefits; Maryland; Hybrid; USD 75,000 - 110,000; Full time

Benefits offered by this job

401K with Match

Paid Time Off

Paid Parental Leave

Medical, Dental, Vision, Life, Disabil

On-site Fitness Center

Coffee on tap

Campus Walking Path

Corporate Chaplain & Monthly Devotion

Pickle Ball Courts on Campus

Job summary

Kelly Benefits in Sparks, MD is seeking an Account Manager II to retain and grow the client base by partnering with the Lead Consultant and Sr. Account Manager.

You will manage the day-to-day servicing of employee benefits accounts, coordinate enrollments and renewals, and ensure accurate client data across medical, dental, vision, life, disability, and voluntary programs. This role supports AI-enabled workflows and Salesforce adoption with a hybrid schedule after onboarding.

Qualifications

• Bachelor’s degree or equivalent experience.
• Life and Health Insurance licensed preferred, but at minimum, must attain within 60 days of hire date.
• 2+ years of employee benefits account management, benefits administration, insurance brokerage, or related experience.
• Experience working with medical, dental, vision, life, disability, and voluntary benefit plans preferred.

Responsibilities

• Support complex clients including self-funded, level-funded, and fully insured benefit programs.
• Serve as the primary point of contact for assigned employee benefits clients.
• Build and maintain strong client relationships through proactive communication and exceptional service.
• Schedule regular client meetings to review benefits programs, service needs, and upcoming renewal activities.
• Respond promptly to client inquiries and resolve issues related to the client’s benefits package and carrier services.
• Identify opportunities to enhance the client experience and support client retention efforts.
• Coordinate enrollments, changes, terminations, and eligibility updates with carriers and vendors.
• Assist clients with employee communications, benefit education materials, and enrollment.
• Monitor account activity to ensure timely completion of service requests and deliverables.
• Contribute to the annual renewal process by collaborating with team members.
• Support the development and implementation of benefit plan strategies.

Skills

Client relationship mgmt

Verbal & written communication

Organizational skills

Analytical problem-solving

Software proficiency

Education

Bachelor's degree or equivalent

Tools

Salesforce

Analytics tools

Job description

Brief Description

Kelly Benefits in Sparks, MD is seeking an influential individual to help retain and grow KBS client base by partnering with the Lead Consultant and Sr. Account Manager. This includes ensuring the ongoing strategy, delivery and management of the client’s unique benefit needs while acting as an ambassador to help continue to grow Kelly Benefits Strategies, "KBS".

Key Responsibilities

Client Relationship Management

• Support complex clients including self-funded, level-funded, and fully insured benefit programs.
• Serve as the primary point of contact for assigned employee benefits clients.
• Build and maintain strong client relationships through proactive communication and exceptional service.
• Schedule regular client meetings to review benefits programs, service needs, and upcoming renewal activities.
• Respond promptly to client inquiries and resolve issues related to the client’s benefits package and carrier services.
• Identify opportunities to enhance the client experience and support client retention efforts.

Benefits Administration & Account Servicing

• Manage the day-to-day servicing of employee benefits accounts, including medical, dental, vision, life, disability, voluntary, and other benefit programs.
• Coordinate enrollments, changes, terminations, and eligibility updates with carriers and vendors.
• Assist clients with employee communications, benefit education materials, and enrollment.
• Monitor account activity to ensure timely completion of service requests and deliverables.

Renewals & Marketing Support

• Contribute to the annual renewal process for assigned accounts by collaborating with the Lead Consultant, Sr. Account Manager, and internal teams.
• Support the development and implementation of benefit plan strategies aligned with client objectives.
• Collaborate with Lead Consultant, Sr. Account Manager, and carrier representatives on renewal and marketing initiatives.

Data Management & Documentation

• Maintain accurate and up-to-date client information, account records, and activity documentation within designated internal business systems.
• Track and document client communications, service requests, renewals, and policy changes.
• Ensure the integrity and accuracy of client data for accurate reporting, operational efficiency, and compliance requirements.
• Maintain organized electronic files and records in accordance with company policies.

Compliance & Industry Knowledge

• Remain current on employee benefits trends, carrier updates, and regulatory changes that impact clients.
• Support compliance-related activities pertaining to employee benefits programs.
• Assist clients in understanding plan provisions, eligibility requirements, and administrative procedures.
• Adhere to all company policies, procedures, and regulatory requirements.

AI Adoption & Automation

• Leverage Salesforce, client experience technologies, analytics tools, AI-enabled workflows, and emerging digital solutions to improve client outcomes and operational effectiveness.

Skills & Competencies

• Strong client service and relationship management skills.
• Excellent verbal and written communication abilities.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Detail-oriented with strong analytical and problem-solving capabilities.Ability to work independently and collaboratively within a team environment.
• Proficiency with business software applications and internal client management systems.

Success Measures

• High client satisfaction and retention rates.
• Accurate and timely completion of account servicing activities.
• Effective management of renewals and client deliverables.
• Maintenance of accurate client records and documentation.
• Strong collaboration with internal teams, carriers, and vendor partners.

Minimum hours are Monday through Friday 8:15 a.m. to 5:00 p.m. Periodic flexibility may be required during peak renewal and enrollment periods to ensure exceptional client service.

This role will be required to work in our headquarters at 1 Kelly Way in Sparks, MD.

Following successful onboarding, employees are eligible for a hybrid work schedule of up to two remote workdays per week based on business needs and performance.

Requirements

• Bachelor's degree or equivalent of years of experience.
• Life and Health Insurance licensed preferred, but at a minimum, must attain within 60 days of hire date.
• 2+ years of employee benefits account management, benefits administration, insurance brokerage, or related experience.
• Experience working with medical, dental, vision, life, disability, and voluntary benefit plans preferred.

Why Kelly Benefits –

At Kelly Benefits, you'll have the opportunity to make a meaningful impact for employers and their employees while building a rewarding career with one of the region's leading employee benefits consulting firms. We are committed to investing in our people through mentorship, professional development, licensing support, and clear opportunities for advancement. As an Account Manager II, you'll collaborate with experienced consultants, carrier partners, and industry experts while serving as a trusted resource to your clients. You'll join a culture that values teamwork, innovation, accountability, and exceptional client service, supported by modern technology and a commitment to continuous improvement.

Working here means you’ll be part of a mission-driven team that values growth, collaboration, and service excellence. You’ll gain the knowledge, mentorship, and real-world experience needed to build a strong professional foundation—and a career you can be proud of.

Kelly & Associates Insurance Group, Inc., a Kelly Benefits company, is one of the nation’s largest employee benefit administrators, brokers, payroll providers and consultants.

We’re committed to helping businesses navigate the intricacies of insurance, benefits, payroll, retirement and other offerings and services, while saving them time and money.

Kelly Benefits Delivers High Quality, Cost-effective, Integrated Solutions Through

• An incredible team of dedicated professionals. Our set of business values called "The Kelly Way" inspires, guides and drives us to serve our clients with excellence.
• Efficient processes, tools and technology. We’re dedicated to delivering cost-effective efficiencies.
• High-integrity alliances with the finest health, life, disability, dental and vision carriers, suppliers and brokers.

Kelly Benefits is committed to treating our People with dignity and respect, dealing with them honestly, compensating them fairly, and providing quality benefits and opportunities to develop their full potential.

Benefits Package

• 401K with Match
• Paid Time Off
• Paid Parental Leave
• Medical, Dental, Vision, Life, Disability & other voluntary insurance options
• On-site Fitness Center
• Cold Brew & Coffee on tap
• Campus Walking Path
• Corporate Chaplain & Monthly Devotion
• Pickle Ball Courts on Campus