Hybrid Benefits Account Manager: Build Client Relationships

Crossagency; Manchester (NH); Hybrid; USD 75,000 - 100,000; Full time

Job summary

Cross Family of Agencies seeks an Employee Benefits Account Manager to foster long-term client relationships and act as primary contact for escalated issues. You will collaborate with internal teams and carriers to meet client needs and drive growth.

The role oversees accounts, supports marketing and underwriting, and coordinates enrollment materials with attention to compliance and open enrollment meetings. Strong communication and license requirements apply.

Qualifications

• College degree preferred, but a high school diploma with a minimum three years of experience in employee benefit account management is required.
• New Hampshire agent's license in Health and Life is required.
• Excellent communication skills to effectively interact with insurance companies, clients, and prospects.
• High level of patience, empathy, and the ability to work under pressure.
• Intermediate proficiency in Microsoft Word, Excel, and PowerPoint.
• Experience with Salesforce is preferred.

Responsibilities

• Serve as the primary point of contact for client inquiries and escalated service issues.
• Oversee the overall management and oversight of assigned agency accounts.
• Provide marketing and underwriting support for new and renewed accounts.
• Collect and review census data for renewal and marketing purposes.
• Prepare spreadsheets, proposals, and analyses of options.
• Ensure successful and timely implementation of new and renewed accounts.
• Coordinate communication and enrollment materials.
• Conduct employee open enrollment meetings.
• Manage compliance items, including 5500s, SPDs, and PCORI.
• Serve as intermediary between employers, employees, and insurance carriers for disputes.

Skills

Client relationship management

Communication skills

Analytical thinking

Interpersonal skills

Problem solving

Microsoft Office proficiency

Education

College degree preferred; high school diploma with 3+ years experience

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Cross Family of Agencies seeks an Employee Benefits Account Manager to foster long-term client relationships and act as primary contact for escalated issues. You will collaborate with internal teams and carriers to meet client needs and drive growth.

The role oversees accounts, supports marketing and underwriting, and coordinates enrollment materials with attention to compliance and open enrollment meetings. Strong communication and license requirements apply.