Senior Benefits Strategist & Client Experience Leader

Jobtailor; Burlington (VT); On-site; USD 90,000 - 120,000; Full time

Job summary

Jobtailor is seeking an experienced Account Manager to lead complex Employee Benefits programs and client relationships in a fast-paced environment.

The role focuses on developing benefit strategies, ensuring service standards, and mentoring junior staff while collaborating with vendors and carriers to optimize renewal outcomes and cost containment.

Qualifications

• Active Life and Health License required.
• Industry professional designation a plus.
• Self-funded benefits experience required.
• Proven history of successfully managing client relationships.
• Strong understanding of employee benefits laws, regulations, and compliance standards.
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
• Ability to perform customized financial analyses and interpret and present findings.
• Effective verbal and written communication with all organizational levels.
• Excellent attention to detail.
• 4+ years of account management experience supporting large, complex Employee Benefits clients with 100+ employees.
• Experience with Epic, Employee Navigator, and/or other agency management systems preferred.
• Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
• Final candidates must complete post-offer verification processes related to the role.

Responsibilities

• Retain and expand client relationships.
• Improve the client experience as a professional insurance advisor.
• Facilitate the sales cycle for identified opportunities.
• Serve as senior-level contact for clients’ employee benefits experience.
• Develop and execute benefit strategies and ensure service standards are met.
• Direct, mentor, and coach Account Managers and junior support staff.
• Promote positive working relationships with vendors and carriers.
• Create client renewal strategies and ensure successful execution.
• Direct client benefit communications, including wellness programs and benefit enrollment.
• Monitor industry trends and client compliance deliverables.
• Lead self-funding marketing with the data analytics team.
• Coordinate and present renewal details and drive cost-containment strategies.
• Manage and oversee the Open Enrollment timeline.
• Expand existing client accounts during pre-renewal.
• Partner with Account Managers as the primary client contact for financial matters such as carrier fees.

Skills

Financial Analysis

Client Relationship Management

Benefit Strategy Development

Cost-Containment Strategies

Employee Benefits Laws Knowledge

Effective Communication

Mentoring And Coaching

Attention To Detail

Microsoft Office Proficiency

Education

Active Life and Health License

Industry Professional Designation

Tools

Epic

Employee Navigator

Microsoft Excel

Microsoft PowerPoint

Job description

• Retain and expand client relationships
• Improve the client experience as a professional insurance advisor
• Facilitate the sales cycle for identified opportunities
• Serve as senior-level contact for clients’ employee benefits experience
• Develop and execute benefit strategies and ensure service standards are met
• Direct, mentor, and coach Account Managers and junior support staff
• Promote positive working relationships with vendors and carriers
• Create client renewal strategies and ensure successful execution
• Direct client benefit communications, including wellness programs and benefit enrollment
• Monitor industry trends and client compliance deliverables
• Lead self-funding marketing with the data analytics team
• Coordinate and present renewal details and drive cost-containment strategies
• Manage and oversee the Open Enrollment timeline
• Expand existing client accounts during pre-renewal
• Partner with Account Managers as the primary client contact for financial matters such as carrier fees

Requirements

• Active Life and Health License required
• Industry professional designation is a plus
• Self-funded benefits experience required
• Proven history of successfully managing client relationships
• Strong understanding of employee benefits laws, regulations, and compliance standards
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint
• Ability to perform customized financial analyses and interpret and present findings
• Effective verbal and written communication with all organizational levels
• Excellent attention to detail
• 4+ years of account management experience supporting large, complex Employee Benefits clients with 100+ employees
• Experience with Epic, Employee Navigator, and/or other agency management systems preferred
• Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership
• Final candidates must complete post-offer verification processes related to the role

Core Competencies

Demonstrates expertise in managing client relationships and executing employee benefits strategies, with a strong focus on compliance and financial analysis. Proficient in leading teams and enhancing client experiences through effective communication and collaboration.

Highest-signal resume keywords

• Active Life And Health License
• Self-Funded Benefits Experience
• Account Management Experience
• Employee Benefits Compliance Knowledge
• Proficiency In Microsoft Office Suite

ATS Optimization Keywords

Hard Skills

• Financial Analysis
• Client Relationship Management
• Benefit Strategy Development
• Cost-Containment Strategies
• Employee Benefits Laws Knowledge

Soft Skills

• Effective Communication
• Attention To Detail
• Mentoring And Coaching

Certifications & Qualifications

• Life And Health License
• Industry Professional Designation

Industry Keywords

• Employee Benefits
• Client Experience
• Open Enrollment
• Vendor Management
• Compliance Standards

Tools & Technologies

• Epic
• Employee Navigator
• Microsoft Excel
• Microsoft PowerPoint