Benefits Account Manager

James A Scott & Son Inc; Raleigh (NC); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Scott Insurance in Raleigh, NC seeks a Benefits Account Manager to service client accounts from enrollment through renewal, acting as a benefits subject matter expert.

You will collaborate with production teams, manage open enrollment, present options to clients, and coordinate with carriers. The role is hybrid (3 days in-office, 2 days remote) within a progressive employee-owned agency offering strong benefits and growth opportunities.

Qualifications

• BA/BS degree or equivalent education/experience.
• 2+ years of benefits administration experience.
• Active Life & Health license or ability to obtain within 90 days.
• Ability to handle confidential information with discretion.
• Strong communication and presentation skills; ability to build relationships.
• Proficient with Microsoft Office, including Excel.

Responsibilities

• Spearhead full-cycle renewal process for assigned clients and prepare proposals.
• Provide superior service to group administrators, addressing coverage questions and triaging claims.
• Reconcile commission shortages/overages with the accounting division and communicate with carriers.
• Document renewal activities in Applied Epic and Zywave’s Brokerage Builder.
• Collaborate with production teams to address client needs and requests.
• Attend networking events and continuing education to stay current on industry trends.
• Perform other duties as assigned.

Skills

Benefits administration

Client service

Communication

Relationship building

Organization

Education

BA/BS degree or equivalent

Tools

Microsoft Excel

Applied Epic

Zywave

Brokerage Builder

Job description

With over 160 years of experience, Scott Insurance is a leader in developing smart strategies and innovative programs customized to the needs of mid-market companies. We offer property & casualty, employee benefits, captive insurance and surety bonds solutions, as well as personal risk services. An employee-owned company, we are one of the largest independent agencies in the Southeast and have Captive Insurance operations in Grand Cayman and Vermont. For 30 years, we have earned the distinction of a Best Practices Agency and have consistently been ranked among the top 30 agencies in the country by Reagan & Associates, and were recently named to Business Insurance's national Best Places to Work list. Scott has nine offices across North Carolina, South Carolina, Tennessee and Virginia.

Our employee owners enjoy a strong, team-centric culture, excellent benefits and retirement programs. As an employee-owned company, our associates are more than employees; they are owners. This ownership creates a unique company culture and provides significant opportunities for our employee owners. We are driven by an entrepreneurial spirit and guided by out-of-the box thinking to deliver world-class service to our clients, primarily mid-market companies.

We’re currently looking for a Benefits Account Manager to join our team in Raleigh, NC. If you enjoy working in a dynamic environment that rewards excellence and encourages entrepreneurial thinking, we would like to hear from you!

PRINCIPAL OBJECTIVES OF THE POSITION

As a Benefits Account Manager, you will service client accounts from beginning to end. This includes managing all open enrollment requirements, facilitating presentations, providing product and service information, and acting as an employee benefits subject matter expert.

You will also work closely with our production teams and collaborate cross-functionally to drive business outcomes.

This will be a hybrid position (3 days in-office per week + 2 days remote).

PRINCIPAL DUTIES & RESPONSIBILITIES

• Spearhead the full-cycle renewal process for assigned clients, prepare proposals and conduct market research to support new and renewal business.
• Provide superior customer service to group administrators – answering coverage questions and triaging claim issues.
• Work closely with Scott’s accounting division to reconcile commission shortages/overages and communicate frequently with insurance carriers.
• Document all renewal activities – including RFPs, proposals and emails - in Applied Epic and Zywave’s Brokerage Builder (agency management system).
• Collaborate with production team members on client needs/requests.
• Attend networking events/seminars to stay abreast of industry changes and participate in continuing education opportunities.
• Perform other duties as assigned.

POSITION QUALIFICATIONS & REQUIREMENTS

• BA/BS degree (preferred) or equivalent combination of education and work experience.
• 2+ years of benefits administration experience.
• Active Life & Health license or the ability to obtain a license within 90 days of employment.
• A proven ability to handle sensitive information and maintain a high level of confidentiality.
• Strong communication/presentation skills and the ability to build relationships with internal and external stakeholders.
• Superior organization skills and experience effectively prioritizing multiple tasks/requests.
• Proficient with Microsoft Suite – including Excel.
• Experience with ZyWave suite/Brokerage Builder preferred.

Scott Insurance is an Equal Opportunity Employer