Group Benefits Lead: Client Success & Renewals

Duncan Financial Group; Atlanta (GA); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive pay

Vision insurance

Disability insurance

Supplemental insurance

401(k) match

Paid time off

Paid holidays

Job summary

Duncan Financial Group in Atlanta, GA is seeking a Group Benefits Lead Account Manager to deliver exemplary client service while leading the Group Benefits team and supporting renewal and new business processes.

You will collaborate with Sales, carriers, and internal teams to implement plans, manage renewals, and drive cross-selling, with a focus on compliance, documentation in Applied Epic, and mentoring Account Managers.

Qualifications

• Associate or bachelor’s degree preferred

Responsibilities

• Manage client relationships and deliver exceptional service
• Coordinate resolution of client issues with carriers and internal departments
• Escalate complex issues and ensure timely communication
• Maintain proactive communication with clients about requests and service activity
• Manage annual renewal process and prepare proposals
• Participate in renewal meetings and support retention strategies
• Identify opportunities for additional products in partnership with Sales
• Document renewal activities in Applied Epic
• Collect required client information for new business
• Prepare new business proposals and plan summaries
• Manage implementation including carrier submissions and timelines
• Coordinate enrollment materials and employee communication
• Ensure activities documented in Applied Epic
• Support producers during sales implementation and renewal
• Maintain activity in agency sales management systems
• Support cross-selling and referral opportunities via client service

Skills

Group Benefits knowledge

Leadership

Analytical/problem-solving

Time management

Education

Associate degree

Bachelor’s degree

Tools

Applied Epic

Employee Navigator

Zywave

Microsoft Office

Job description

Duncan Financial Group in Atlanta, GA is seeking a Group Benefits Lead Account Manager to deliver exemplary client service while leading the Group Benefits team and supporting renewal and new business processes.

You will collaborate with Sales, carriers, and internal teams to implement plans, manage renewals, and drive cross-selling, with a focus on compliance, documentation in Applied Epic, and mentoring Account Managers.