Benefits Account Manager

Crawford Thomas Recruiting; Uniondale (NY); Remote; USD 60,000 - 100,000; Full time

Job summary

Crawford Thomas Recruiting is seeking an experienced Benefits Account Manager for a client in the employee benefits field. The role serves as the primary day-to-day contact for assigned clients, managing employee benefits programs from implementation through ongoing account management.

Location: Remote. You will lead open enrollment meetings, communicate plans to employees and leadership, coordinate onboarding, and collaborate with carriers, vendors, and payroll partners to ensure seamless

Qualifications

• 3+ years of experience in employee benefits, health insurance, benefits consulting, or related field.
• Client-facing account management experience within benefits/insurance industry.
• Experience conducting/open enrollment meetings and employee benefit presentations.
• Experience onboarding and implementing new benefits clients.
• Strong understanding of employee benefits (medical, dental, vision, life, disability, ancillaries).
• Excellent verbal and written communication skills.
• Strong organizational and time-management abilities.
• Ability to manage multiple client accounts and deadlines simultaneously.

Responsibilities

• Remotely manage ongoing relationships with assigned clients as the primary point of contact.
• Lead open enrollment meetings, presentations, employee communications, and enrollment materials.
• Explain benefit plans, changes, and enrollment processes to employees and leadership.
• Manage new client onboarding and implementation, including timelines, documentation, and carrier requirements.
• Coordinate with insurance carriers, third-party administrators, payroll providers, and vendors to resolve issues.
• Assist with plan changes, renewals, eligibility, and employee enrollment matters.
• Prepare client-facing benefit summaries, renewal information, and enrollment materials.
• Monitor account activity, deadlines, and deliverables.
• Assist with annual renewals and communicate plan changes and recommendations.
• Address employee questions and troubleshoot benefits issues when appropriate.
• Maintain accurate client records and documentation.
• Identify opportunities to improve the client experience and strengthen relationships.
• Manage multiple accounts and competing priorities while maintaining attention to detail.
• Partner with internal teams to provide a seamless client experience.

Skills

Client-facing communication

Open enrollment meetings

Benefits knowledge

Microsoft Office proficiency

Time management

Multitasking

Independent work

Team collaboration

Tools

Microsoft Office Suite

Job description

Position Overview

Our client is an employee benefits commercial insurance firm. We’re seeking an experienced Benefits Account Manager to serve as the primary day-to-day contact for assigned clients and manage employee benefits programs from implementation through ongoing account management.

Location: Remote

What You’ll Do

• Remotely manage ongoing relationships with assigned clients as the primary point of contact
• Lead open enrollment meetings, presentations, employee communications, and enrollment materials
• Explain benefit plans, changes, and enrollment processes to employees and leadership
• Manage new client onboarding and implementation, including timelines, documentation, and carrier requirements
• Coordinate with insurance carriers, third-party administrators, payroll providers, and vendors to resolve issues
• Assist with plan changes, renewals, eligibility, and employee enrollment matters
• Prepare client-facing benefit summaries, renewal information, and enrollment materials
• Monitor account activity, deadlines, and deliverables
• Assist with annual renewals and communicate plan changes and recommendations
• Address employee questions and troubleshoot benefits issues when appropriate
• Maintain accurate client records and documentation
• Identify opportunities to improve the client experience and strengthen relationships
• Manage multiple accounts and competing priorities while maintaining attention to detail
• Partner with internal teams to provide a seamless client experience

Job Requirements

• 3+ years of experience in employee benefits, health insurance, benefits consulting, or a related field
• Client-facing account management experience within the benefits/insurance industry
• Experience conducting or participating in open enrollment meetings and employee benefit presentations
• Experience onboarding and implementing new benefits clients
• Strong understanding of employee benefits, including medical, dental, vision, life, disability, and ancillary products
• Excellent verbal and written communication skills
• Strong organizational and time-management abilities
• Ability to manage multiple client accounts and deadlines simultaneously
• Comfortable presenting information to groups and communicating with employees and company leadership
• Strong problem-solving and customer-service skills
• Proficiency with Microsoft Office, particularly Outlook, Word, and Excel
• Ability to work independently while collaborating effectively with a team

Preferred Qualifications

• Experience with a benefits consulting firm, brokerage, or insurance agency
• Life & Health insurance license preferred
• Experience with benefits administration platforms or enrollment systems
• Experience managing mid-sized employer groups
• Knowledge of ACA compliance and other employee benefits regulations

Compensation & Benefits

• Salary ranges from $60,000 to over $100,000
• Health, dental, and vision benefits