Employee Benefits Account Manager

BroadStreet Partners; Milwaukie (OR); Hybrid; USD 70,000 - 100,000; Full time

Job summary

LaPorte is seeking an experienced Benefits Account Manager, Small Groups, to manage and retain small group employee benefits accounts. You will lead client relationships, oversee renewals and marketing, and advise on plan design, compliance, and industry trends.

You will collaborate with Producers and Account Executives, mentor team members, and ensure accurate documentation and timely communication with clients.

Qualifications

• Minimum of 4 years’ employee benefits experience.
• Must hold and maintain a Life and Health license and comply with continuing education requirements.
• Understanding of COBRA, FMLA, ACA, and related compliance concepts.

Responsibilities

• Serve as the primary contact for assigned small group benefit accounts and drive client retention.
• Lead renewal processes with RFPs, carrier negotiations, and renewal proposals.
• Advise clients on benefit design, funding strategies, and compliance.
• Mentor Associates and collaborate with Producers, Account Executives, and internal partners.
• Prepare and deliver client presentations and open enrollment meetings.

Skills

Client relationships

Organization

Communication

Benefits knowledge

Microsoft Office

Team player

Adaptable

Professional demeanor

Independent worker

Mentoring

Education

High School diploma

College diploma preferred

Life and Health license

Tools

Microsoft Office (Word, Excel, PowerPoint)

Job description

Job Summary

The Benefits Account Manager, Small Groups (BAMSG) is a key client-facing role responsible for the management and retention of small group employee benefits accounts. The BAMSG leads client relationships, oversees all aspects of service delivery, manages renewals and marketing, and ensures clients receive expert guidance on benefit plan design, compliance, and industry trends. The BAMSG acts as a strategic advisor to clients, coordinates with Producers, Account Executives, and Associate Account Managers, and represents the agency’s values in every interaction.

Areas of Work and Responsibilities

Client Relationship Management of Small Groups

• Serve as the primary point of contact for assigned benefit accounts and has responsibility for client retention.
• Oversee all aspects of client employee benefits program, including management of renewal timelines, implementations, enrollment, billing, claims compliance, and ongoing service needs.
• Position requires an initiative-taking approach to identifying and resolving complex issues.

Renewals and Plan Marketing for Small Groups

• Responsible for leading the annual renewal process, including RFP preparation, carrier negotiations, plan analysis, and presentation of renewal proposal.
• BAMSG is responsible for delivering strategic recommendations tailored to client needs and objectives.

Plan Design Consulting for Small Groups

• Advise clients on benefit plan design, funding strategies, cost containment and compliance.

Communication and Collaboration

• Mentor and support Associate Account Managers and other team members with clear communication and shared knowledge. Collaborate with Producers, Account Executives, and other internal partners to ensure seamless client service.

Client Presentations & Communication

• Prepare and deliver client presentations, including open enrollment meetings, stewardship reports, and compliance updates. Provide clear, accurate, and timeline communication to clients and internal stakeholders.

Carrier and Vendor Management

• Serve as liaison between insurance carriers, vendors, and customers. Manage timelines, negotiate plan terms, resolve escalated service issues, and stay abreast of current and new product offerings.

Compliance and Documentation

• Ensure all client files and documentation in EPIC are accurate, up to date, and readily available to all internal co-workers.

Professional Development

• Maintain required insurance licenses and certifications. Pursuing ongoing education to stay current on industry changes, legislative updates, and best practices.

Administrative Oversight

• Oversee and delegate administrative tasks to Associates as appropriate, while maintaining responsibility for timely completion and quality control.

Standards

• Uphold the Agency's core values.
• Provide customer service experiences that embody LaPorte’s core values.
• Maintain a positive and respectful attitude with colleagues.
• Collaborate as a team to achieve department and company goals.
• Communicate clearly and frequently.
• Continuously expand knowledge of job-related programs and explore ways to improve.
• Demonstrate a growth mindset and a willingness to embrace change.
• Protect the confidentiality of all sensitive information.
• Follow all agency policies and procedures.
• Utilize digital tools to work paperless.
• Arrive on time and demonstrate dependability with good attendance.
• Attend and be on time for all meetings (virtual and in-person). When in virtual meetings, cameras should be on.
• Attentively use interoffice communication daily.
• To ensure seamless operations and adequate coverage, submit time off requests to management with advanced notice and notify team in advance of any planned time off.

Required Skills & Abilities

• Excellent written and verbal communication skills.
• Strong organizational, time management, and multitasking skills.
• Demonstrated ability to build client relationships and deliver exceptional service.
• Advanced knowledge of employee benefits, insurance concepts, compliance requirements, and industry trends.
• Proficiency with Microsoft Office (Word, Excel, and PowerPoint).
• Ability towork in a team environment, with a positive attitude, and willingness to help others.
• Adaptable, proactive, and able to perform in a fast-paced, high-disruption environment.
• Professional demeanor and presence; able to represent the agency to clients and partners both in person and via Teams.
• Able to work under pressureand time constraints, maintaining attention to detail & documentation.
• Ability to work independently with minimum supervision.
• Ability to work with complex accounts and situations.
• Ability to coach and develop team members in a positive, respectful, and professional manner.

Hybrid Work Requirements

• Adequate & quiet workspace.
• Fast and reliable internet service.
• Internet backup plan (i.e. location or hotspot availability).
• Ability to utilize the help desk to troubleshoot basic hardware and software issues.
• Adheres to company security and data privacy policies.
• Responsive and reliable during core business hours Pacific Time.
• Available for all in-person meetings and for working in the office when needed.

Education, Certifications and Experience Requirements

• Minimum of 4 years’ employee benefits experience.
• Complete understanding of complex insurance concepts including medical, dental, ancillary lines.
• Complete understanding of Compliance (COBRA, FLMA, ACA, etc)
• Complete understanding of HSA, FSA, HRA, etc)
• Must hold and maintain a Lifeand Health license and comply with continuing education requirements.
• High School diploma and equivalent work experience. College diploma preferred.

Physical Requirements

• Prolonged periods of sitting at a desk and significant keyboarding required.
• Must be able to lift to twenty pounds at times.

Disclaimer/Notice

This job description is intended to outline key duties and responsibilities but does not encompass all tasks that may be required of the employee. Duties, responsibilities, and activities may be modified at any time, with or without prior notice.