Employee Benefits Account Manager

The James Allen Companies Inc.; Bethesda (MD); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Hybrid work schedule

Medical, dental, vision insurance

401(k) with employer matching

Paid time off and holidays

Professional development

Job summary

The James Allen Companies, Inc. in Bethesda, MD is seeking an experienced Employee Benefits Account Manager.

This hybrid, full-time position focuses on managing an established employee benefits book, delivering strategic client guidance, and partnering with carriers and leadership to drive service excellence. Ideal candidates bring 3+ years in employee benefits, a current Life & Health license, and proficiency with Employee Navigator or Applied EPIC.

Qualifications

• 3+ years of Employee Benefits insurance experience including group medical.
• 3+ years of client-facing account management experience.
• Active Life & Health license required.
• Experience with Employee Navigator or Applied EPIC is preferred.
• Strong communication, organization, analytical and problem-solving skills.

Responsibilities

• Manage and retain an assigned book of Employee Benefits business with strong client relationships.
• Oversee renewal, marketing, and open enrollment processes for accounts.
• Serve as main client contact for questions, escalations, and carrier negotiations.
• Collaborate with clients and carriers to resolve billing, service, and claims issues.
• Identify opportunities for cross-selling and account growth.
• Support proposals, renewals, and marketing efforts.
• Mentor team members and share industry knowledge.

Skills

Client relationship management

Communication

Problem-solving

Organization

Independent worker

Education

Life & Health insurance license

Bachelor's degree preferred

Tools

Employee Navigator

Applied EPIC

Job description

Account Manager - Employee Benefits

Location: Bethesda, MD | Hybrid | Full-Time

About the Opportunity

We are seeking an experienced and client-focused Employee Benefits Account Manager to join a well-established independent insurance brokerage in Bethesda, Maryland.

This is a hybrid position offering an opportunity to manage an established book of Employee Benefits business while working closely with clients, carriers, and internal leadership.

The ideal candidate is a seasoned Employee Benefits professional who enjoys building strong client relationships, providing strategic guidance, and managing the day-to-day responsibilities of a book of business. This is a hands-on account management position with opportunities to contribute to practice growth, operational improvements, and team collaboration.

Key Responsibilities

Client Management & Service Delivery

• Manage and retain an assigned book of Employee Benefits business, maintaining strong client relationships.
• Oversee the renewal, marketing, and open enrollment processes for assigned accounts.
• Serve as a primary point of contact for clients, handling questions, escalations, policy interpretation, and carrier negotiations.
• Work directly with clients and insurance carriers to resolve billing, service, and claims-related matters.
• Evaluate benefit plan designs and provide recommendations based on client needs, objectives, and market conditions.
• Maintain accurate client records, transactions, and documentation within the agency management system.
• Deliver exceptional client service while meeting retention and satisfaction goals.

Account Growth & Strategy

• Identify opportunities for account rounding, cross-selling, and expanding existing client relationships.
• Support new business opportunities through referrals, networking, and collaboration with producers.
• Assist with proposals, renewal presentations, and marketing strategies.
• Provide input on service improvements, benefit programs, and overall Employee Benefits practice development.
• Stay informed on legislative changes, compliance requirements, and market trends affecting Employee Benefits.

Leadership & Team Collaboration

• Collaborate with internal teams to ensure consistent and effective client service.
• Support process improvements and implementation of best practices.
• Share industry knowledge and provide guidance or mentorship to team members as needed.
• Participate in team meetings, training, and professional development initiatives.
• Maintain positive relationships with clients, carrier partners, and colleagues.

Qualifications

• Minimum of 3+ years of Employee Benefits insurance experience, including group medical coverage.
• Minimum of 3+ years of client-facing account management experience.
• Active Life & Health insurance license required.
• Bachelor's degree preferred.
• Experience with Employee Navigator, Applied EPIC, or a similar agency management system.
• Strong understanding of group medical, ancillary benefits, renewal processes, and open enrollment.
• Prior leadership or mentoring experience is strongly preferred.
• Excellent communication, organizational, analytical, and problem-solving skills.
• Ability to manage multiple accounts, deadlines, and competing priorities.
• Strong attention to detail and commitment to providing excellent client service.
• Comfortable working independently while collaborating with a team.
• Proficiency in Microsoft Office, including Word, Excel, Outlook, and PowerPoint.
• Must be legally authorized to work in the United States.

Benefits & Perks

• Hybrid work schedule in Bethesda, MD.
• Medical, dental, and vision insurance.
• Disability insurance.
• Paid time off and paid holidays.
• Flexible scheduling.
• 401(k) with employer matching.
• Professional development and career advancement opportunities.
• Collaborative and supportive team environment.
• Emphasis on work-life balance.

Why Consider This Opportunity?

This is an excellent opportunity for an experienced Employee Benefits Account Manager who wants to take ownership of an established book of business while having a meaningful voice in client strategy and service delivery.

You'll be joining a collaborative team where your experience and industry knowledge will be valued. The position offers the opportunity to work directly with clients, influence benefits strategies, and contribute to the continued growth of an established insurance organization.