Benefits Account Manager: Client Renewal & Service Lead

Vantage Financial Group, Inc.; Independence Township (OH); On-site; USD 55,000 - 80,000; Full time

Job summary

Vantage Financial Group, Inc. seeks an Employee Benefits Account Manager to act as the primary service contact for a routine to moderate client portfolio. You will prepare analyses for client meetings, negotiate with carriers, and coordinate renewal options while maintaining strong client relationships.

The role requires on-site client engagement, in-depth knowledge of health and ancillary plans, and proficiency with CRM systems. Travel up to 25% is expected as needed.

Qualifications

• High school diploma or GED; a four-year degree is preferred.
• Minimum 3–5 years of client service experience, preferably in group benefit insurance.
• Willingness to travel locally up to 25% of the time.
• Strong computer literacy; proficient in MS Excel and PowerPoint.
• Must hold life and health insurance license or obtain within 30 days, keeping it current with CE requirements.
• Ability to prioritize, manage workflow independently and meet deadlines.
• Demonstrates proactive communication, teamwork, adaptability, and professional demeanor.
• Keeps up with industry knowledge, product changes, and regulatory requirements.

Responsibilities

• Serve as the main service contact for a routine to moderate client book.
• Prepare analyses for client meetings (post renewal, mid-year, pre-renewal, renewal).
• Negotiate and market coverage with carriers for new business quotes and renewals.
• Maintain detailed understanding of health and ancillary plan designs, billing, and claims processes.
• Use CRM and carrier portals to manage client data and communications.
• Attend client meetings on site and prepare agendas, reports, and calendars.
• Update CRM and case files; escalate issues to Account Executives as needed.
• Assist in reviews of claims and resolution of client issues.
• Prepare client communication materials about renewals and changes.

Skills

Client service

Negotiation

CRM knowledge

MS Excel

MS PowerPoint

Travel up to 25%

Communication skills

Problem solving

Life & health license

Education

High school diploma

Bachelor's degree preferred

Tools

CRM systems

Carrier portals

MS Office

Job description

Vantage Financial Group, Inc. seeks an Employee Benefits Account Manager to act as the primary service contact for a routine to moderate client portfolio. You will prepare analyses for client meetings, negotiate with carriers, and coordinate renewal options while maintaining strong client relationships.

The role requires on-site client engagement, in-depth knowledge of health and ancillary plans, and proficiency with CRM systems. Travel up to 25% is expected as needed.