Employee Benefits Account Manager

Ford Insurance Agency, Inc.; Traverse City (MI); Hybrid; USD 55,000 - 82,000; Full time

Job summary

Ford Insurance Agency, Inc. in Traverse City, MI is seeking an Employee Benefits Account Manager to serve as the primary service contact for group benefit clients, manage day-to-day administration, and collaborate with producers to deliver compliant solutions.

The role requires strong client service, attention to detail, and knowledge of medical, dental, vision, life and other benefits; hybrid work and local travel to client sites may be involved.

Qualifications

• 2 years of experience in employee benefits administration, account management or related insurance role.
• In-depth knowledge of group benefits including medical, dental, vision, life, disability, FSA/HSA and voluntary benefits.
• Active Michigan Life & Health Insurance License or ability to obtain within 30 days of hire

Responsibilities

• Serve as the lead service contact for assigned group clients.
• Maintain relationships with HR contacts and decision-makers.
• Respond promptly to client inquiries related to plan coverage, eligibility, claims, billing, and compliance.
• Manage the renewal process including requesting quotes, analyzing proposals, preparing presentations, and assisting with carrier negotiations.
• Coordinate open enrollment activities including timelines, employee meetings, communication materials, and carrier setup.
• Support implementation of new plans, products, or services.
• Liaise with insurance carriers and vendors to resolve service issues and secure plan details.
• Submit enrollment, termination, and change requests; ensure timely follow-up and confirmation.

Skills

Client focus

Initiative

Professionalism

Communication

Organization & problem-solving

Multitasking

Education

High school diploma or GED

Bachelor’s degree preferred

Tools

Microsoft Office

Benefits administration programs

Compliance tools

Job description

If you are a results-driven, insurance professional with a passion for sales and a commitment to client satisfaction, we want to hear from you. Please browse open positions below.

Position:Employee Benefits Account Manager

Location: Traverse City, MI

Remote Status: Hybrid

Job Id:110

# of Openings:1

Position Summary:

The Employee Benefits Account Manager serves as the primary point of contact for clients and carriers, managing the day-to-day service of group benefit accounts. This role requires a high level of client service, attention to detail, and benefits knowledge. The Account Manager works collaboratively with producers and other team members to ensure clients receive timely, accurate, and compliant solutions for their employee benefit needs.

Key Responsibilities:

Client Service & Relationship Management

• Serve as the lead service contact for assigned group clients.
• Maintain strong relationships with HR contacts and decision-makers.
• Respond promptly to client inquiries related to plan coverage, eligibility, claims, billing, and compliance.
• Manage the renewal process including requesting quotes, analyzing proposals, preparing presentations, and assisting with carrier negotiations.
• Coordinate open enrollment activities including timelines, employee meetings, communication materials, and carrier setup.
• Support implementation of new plans, products, or services.
• Liaise with insurance carriers and vendors to resolve service issues and secure plan details.
• Submit enrollment, termination, and change requests; ensure timely follow-up and confirmation.

Compliance & Documentation

• Assist clients with compliance-related responsibilities including ACA reporting, Section 125, ERISA wrap documents, etc.
• Ensure HIPAA compliance and data security protocols are followed at all times.
• Partner with producers to support client retention and cross-sell opportunities.
• Attend regular team meetings and agency training sessions.

All other duties as assigned to support the department and the agency.

• Client-focused mindset
• Initiative and accountability
• Professionalism and discretion
• Willingness to embody company core values in all internal company and client interactions
• Excellent written and verbal communication skills
• Strong organization, problem-solving, and time management abilities
• Ability to manage multiple tasks and deadlines in fast-paced environment

Qualifications:

• Experience: 2 years of experience in employee benefits administration, account management or related insurance role; in depth knowledge of group benefits including medical, dental, vision, life, disability, FSA/HSA and voluntary benefits
• Education: High school diploma or G.E.D required, Bachelor’s degree in Business Administration, Human Resources, Insurance or related field preferred
• Certifications/Licensing: Active Michigan Life & Health Insurance License or ability to obtain within 30 days of hire
• Technical Requirements: Proficiency in Microsoft Suite (Outlook, Word, Excel, PowerPoint) required. Proficiency in benefits administration programs necessary (e.g., Employee Navigator, Ease, BSwift). Experience with compliance tools preferred.
• Physical Requirements: This position primarily involves sedentary work performed in an office environment. The employee must be able to remain in a seated position for extended periods while using a computer and telephone. Frequent use of hands and fingers is required for typing, data entry, and handling documents. The role may occasionally require standing, walking short distances, and lifting or moving items up to 10 pounds (such as files or office supplies). Ability to drive to client locations locally as required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.