Employee Benefits/Account Manager

Lighthouse Benefit Advisors; Saint Simons Island (GA); On-site; USD 50,000 - 75,000; Full time

Job summary

Lighthouse Benefit Advisors is seeking a detail‑oriented professional to serve as the primary service and support contact for clients and the Executive Team. The role focuses on helping the agency acquire and retain eligible clients, delivering excellent administrative support and customer service, and collaborating across the sales and execution teams to meet client goals.

Responsibilities include preparing client meeting materials, managing timelines, and coordinating communications with

Qualifications

• 2–4 years of experience in employee benefits industry or related marketplace.
• Highly organized with great attention to detail.
• Strong verbal and written communication skills."

Responsibilities

• Understand and support actions initiated by Executive and Sales Teams for clients and prospects.
• Prepare materials for client meetings including proposals, reports, agendas, and calendars.
• Manage projects, timelines, and expectations with clients and vendor partners.
• Handle marketing processes including gathering information for RFPs and proposals.

Skills

Employee benefits

Customer service

Project management

Communication

Microsoft Office

Tools

Windows

Excel

Word

PowerPoint

Job description

This position serves as the primary service / support our clients and the Executive Team. Working together, the goal of work is to help the Agency obtain and retain eligible clients. This position is expected to consistently provide excellent administrative support and customer service. Our clients are everything and we all work to ensure their goals are met or exceeded. We will be looking for excellent organizational skills, and the ability to think critically and work within a team.

Major Responsibilities:

• Ability to understand, support actions initiated by the Executive and Sales Team on behalf of our clients and eligible prospective clients.
• Awareness and understanding of all LBA value propositions including but not limited to Employee Benefits; Health plans and ancillary benefits.
• As needed, preparation of materials needed for client meetings including proposals, reports, agendas, and calendars, etc.
• Project management and the ability to communicate due dates, timelines and expectations to clients and vendor partners.
• Responsible for the marketing process, which includes obtaining all the necessary information to submit an RFP (request for proposal) on behalf of our clients.
• Ability to evaluate the results and work with sales to determine appropriate recommendations for clients.
• Responsible for creating client proposals, new business, and renewals for current clients. May include accessing several resources to finalize process.
• Ability to communicate final placement details and instructions to staff and customers for all to clearly understand deliverables.
• As needed, to attend, and actively participate in meetings with prospects or current clients. Be an integral part of the services that LBA offers.
• On behalf of LBA, will be the primary contact for the clients assigned. Manage the relationship between the client and the vendor partners administering the benefits plans in-force.
• Responsible for the persistency of the clients assigned.
• When requested, identify problems, summarize, and develop strategic solutions where the results are satisfactory for all concerned parties.
• Expected to attend client meetings on site at their location(s). On occasion overnight travel may be required.
• Expected to have regular client contact as established for meeting client needs, follow the LBA service calendar and meet renewal timelines.
• Provide client assistance and resources that LBA offers; governmental and legislative updates, compliance initiatives and information related to but not limited to; ERISA, COBRA, FMLA, 5500s and Health Care Reform.
• Ability to set up and install new group insurance programs and for new and existing clients that may be needing to make benefit changes.
• Miscellaneous administrative duties may be required to help complete the LBA mission on behalf of prospects and customers.

Knowledge, Skills, and Abilities:

• Minimum 2-4 years of experience in employee benefits industry or related marketplace
• Highly organized with great attention to detail.
• Prior customer service experience is preferred.
• Refined verbal and written communication skills.
• Ability to conduct complex tasks.
• High level of computer literacy including working knowledge of Windows, Excel, Word, and PowerPoint.
• Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative, and innovative.
• Ability to identify and solve problems, make independent decisions with minimal oversight, set and meet deadlines, communicate, negotiate, work under pressure, organize, prioritize, manage multiple tasks, and operate in a fast‑paced environment.
• Ability to participate and support the development of fellow service team members as needed.
• Keep informed and further industry education, new product knowledge, legislation, coverages, and technology to continuously improve knowledge and performance.
• Project a professional image in action and appearance.
• Must hold or obtain life and health insurance license and move up to Account Management