Strategic Benefits Account Manager

Leavitt Group; Dublin (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive salary

Health plan and 401(k) with company

Paid time off, including sick days and

Wellness program

Job summary

One Source Advisors, a Leavitt Group affiliate, seeks an Employee Benefits Account Manager to serve as the primary contact for a book of employee benefits clients, delivering exceptional service, strategic guidance, and ongoing support.

This role is responsible for managing client relationships, resolving service issues, coordinating renewals, overseeing benefits administration, and identifying opportunities to enhance client benefit programs.

Qualifications

• Experience managing employee benefits accounts in an agency, brokerage, consulting, or carrier environment.
• Strong knowledge of group medical, dental, vision, life, disability, and voluntary benefits products.
• Understanding of benefits administration, renewals, eligibility, billing, and claims processes.
• Excellent interpersonal, communication, and client relationship management skills.
• Strong organizational skills with exceptional attention to detail and follow-through.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Serve as the primary contact for assigned employee benefits clients.
• Manage and resolve claims, billing, enrollment, eligibility, and membership issues.
• Provide timely, accurate, and professional responses to client inquiries.
• Maintain detailed documentation and ensure consistent follow-up on all client matters.
• Build and nurture long-term client relationships through exceptional service and responsiveness.
• Lead the annual renewal process for assigned accounts.
• Coordinate ongoing service activities to support client needs throughout the plan year.
• Identify opportunities to expand existing client relationships through ancillary and voluntary benefit offerings.
• Establish and maintain strong relationships with insurance carriers and vendor partners.
• Assist with office operations and administrative support as needed.

Job description

One Source Advisors, a Leavitt Group affiliate, seeks an Employee Benefits Account Manager to serve as the primary contact for a book of employee benefits clients, delivering exceptional service, strategic guidance, and ongoing support.

This role is responsible for managing client relationships, resolving service issues, coordinating renewals, overseeing benefits administration, and identifying opportunities to enhance client benefit programs.