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Position Summary
We are seeking an experienced and client-focused Employee Benefits Account Manager to join our team. This role is responsible for managing the day-to-day service needs of assigned client accounts, supporting plan design, administration, renewals, compliance, and acting as the primary contact between clients, carriers, and vendors.
- Serve as the primary contact for clients on all employee benefits matters, including health, dental, vision, life, disability, voluntary benefits and financial products.
- Manage the full client lifecycle, including onboarding, renewals, open enrollment, and ongoing support.
- Coordinate with insurance carriers, vendors, and internal teams to resolve claims issues, billing discrepancies, and service requests.
- Assist with benefits plan design, benchmarking, and financial analysis to support client decision-making.
- Ensure client programs remain compliant with applicable laws and regulations (ACA, COBRA, ERISA, HIPAA, etc.).
- Prepare and deliver presentations, employee communications, and enrollment materials.
- Maintain accurate records, prepare reports, and update benefits administration platforms/HRIS as needed.
- Stay current on industry trends, legislative changes, and best practices in employee benefits.
Essential Duties And Responsibilities
- Serve as the primary contact for clients on all employee benefits matters, including health, dental, vision, life, disability, voluntary benefits and financial products.
- Manage the full client lifecycle, including onboarding, renewals, open enrollment, and ongoing support.
- Coordinate with insurance carriers, vendors, and internal teams to resolve claims issues, billing discrepancies, and service requests.
- Assist with benefits plan design, benchmarking, and financial analysis to support client decision-making.
- Ensure client programs remain compliant with applicable laws and regulations (ACA, COBRA, ERISA, HIPAA, etc.).
- Prepare and deliver presentations, employee communications, and enrollment materials.
- Maintain accurate records, prepare reports, and update benefits administration platforms/HRIS as needed.
- Stay current on industry trends, legislative changes, and best practices in employee benefits.
Knowledge, Skills and Abilities
- Fully insured and/or Self Insured knowledge.
- Microsoft Suite proficient
- Strong skills in Excel is preferred.
- Strong knowledge of:
- Employee benefits laws (ERISA, COBRA, HIPAA, ACA, FMLA, etc.)
- Health and welfare plan designs
- Open enrollment processes and compliance requirements
- Proficiency with:
- Benefits administration platforms and HRIS systems
- Strong Excel skills and data analysis for benefits cost modeling
- Strong customer service and relationship management skills.
- Analytical and problem-solving abilities for claims issues and plan design.
- Communication skills to explain benefits clearly to clients and employees.
- Highly detail-oriented and organized.
- Ability to adjust with a professional demeanor.
- Able to manage multiple clients and deadlines simultaneously.
- Comfortable presenting to executives, HR leaders and employees.
- Negotiation skills for working with carriers and vendors.
- Client-focused with a strong commitment to delivering excellent service.
- Detail-oriented and analytical, with strong problem-solving abilities.
- Proactive and adaptable, with the ability to thrive in a fast-paced environment.
- Team-oriented, with the ability to collaborate across departments.
Education & Experience
- Bachelor's degree preferred (in Business, Human Resources, Finance, or a related field) but definitely not required.
- Some employers may accept equivalent work experience in benefits administration, insurance, or HR in place of a degree.
- State insurance license (Life, Accident & Health) preferred.
- Professional certifications can strengthen a candidate's profile.
- Prior experience (3-7 years) in:
- Employee benefits administration
- Insurance brokerage or carrier account management of mid-market (1000+Ees)
- HR benefits coordination
- Professional experience with group health, dental, vision, life, disability, and voluntary benefits.