Employee Benefits Account Manager

The Jonus Group; Chandler (AZ); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Commission opportunities

Job summary

Jonus Group is seeking an Employee Benefits Account Manager in Chandler, AZ to service a book of business focused on large group accounts and self-funded plans. You will be the primary client contact, handling inquiries, renewals, and plan administration while collaborating with internal teams and carriers to ensure top-tier service.

The ideal candidate will have 2–3 years in employee benefits account management, an active L&H license, and strong CRM proficiency.

Qualifications

• Active Life and Health license required.
• 2–3 years in Employee Benefits account management within an insurance agency.
• Experience servicing larger group accounts, including self-funded plans.
• Strong knowledge of benefits products, plan administration, and renewals.
• Proficient with benefits administration platforms and CRM.

Responsibilities

• Manage and service an established Employee Benefits book for large group accounts.
• Serve as primary client contact, address inquiries and ensure satisfaction.
• Assist with quoting, marketing, and processing new and renewal business.
• Support plan administration, coverage changes, and ongoing benefits needs.
• Develop and maintain client relationships to promote retention.
• Collaborate with internal teams, carriers and vendors to service accounts.
• Maintain client records using agency management software.
• Stay informed on benefits regulations, industry trends, and coverage options.

Skills

L&H license

Account management

CRM software

Communication skills

Client relationships

Attention to detail

Tools

Agency management software

CRM systems

Job description

Employee Benefits Account Manager

Job Summary

Seeking a dedicated and experienced Employee Benefits Account Manager to manage and service an established book of business, with a focus on larger group accounts, including self-funded plans. This role involves maintaining strong client relationships, providing comprehensive account support, and ensuring exceptional service and retention.

The ideal candidate will have a strong background in employee benefits account management, excellent communication skills, and a proactive approach to client service. This position offers an opportunity to work in a collaborative, professional environment with opportunities for career growth.

Responsibilities

• Manage and service an established Employee Benefits book of business, with an emphasis on larger group accounts and self-funded plans.

• Serve as a primary point of contact for clients, addressing inquiries, resolving issues, and ensuring satisfaction.

• Assist with quoting, marketing, and processing new and renewal business.

• Support clients with plan administration, coverage changes, and ongoing benefits-related needs.

• Develop and maintain strong client relationships to promote retention and long-term satisfaction.

• Collaborate with internal teams, carriers, and vendors to ensure efficient account servicing.

• Maintain accurate client records, policy documentation, and account information using agency management software.

• Stay informed on employee benefits regulations, industry trends, and coverage options to provide knowledgeable client support.

Qualifications/Requirements

• Holds an active L&H (Life and Health) insurance license.

• 2–3 years of Employee Benefits account management experience within an insurance agency.

• Experience servicing larger group accounts, including familiarity with self-funded plans.

• Strong understanding of employee benefits products, plan administration, and renewal processes.

• Proficiency in benefits administration platforms, CRM systems, and related software.

• Excellent communication, organizational, and client relationship management skills.

• Strong attention to detail and ability to manage multiple priorities effectively.

• Proactive problem-solving skills and a commitment to delivering exceptional client service.

• Ability to work independently while collaborating effectively with internal teams.

Compensation Package

• Base Salary: $70,000 – $80,000 annually.

• Commissions: 5% commission on assigned business, with additional earning potential.

• Benefits: Comprehensive benefits package, including health insurance options.

• Paid Time Off: Competitive PTO and paid holidays.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.