Strategic Benefits Account Manager

Corporate Synergies; Philadelphia (Philadelphia County); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

Company paid life insurance

STD/LTD

PTO starting 18 days + holidays

Job summary

Corporate Synergies seeks an Account Manager to oversee day-to-day service activities, supporting Sales, Account Management and Underwriting for a multi-client book. You will manage lifecycle deliverables, build annual roadmaps, and ensure timely, accurate materials and reports while maintaining strong client/vendor relationships.

You will analyze client goals, coordinate with carriers, and identify upsell opportunities, ensuring renewal targets and client satisfaction across all lines of

Qualifications

• Experience in health and welfare carrier, broker, or HR/benefits role are preferred.
• Ability to analyze and present client data and reports clearly.
• Knowledge of benefit programs and compliance concepts is desirable.

Responsibilities

• Manage client life-cycle deliverables to support retention and growth of a book of business.
• Collaborate with team to prepare annual service calendars and multi-year roadmaps.
• Prepare reports and analyses; maintain client files and systems per standards.
• Develop and maintain client/vendor relationships and coordinate with carriers.
• Respond to inquiries and resolve issues, escalating when needed.

Skills

Client relationship

Renewal management

Project management

Financial acumen

Communication

CRM systems

Microsoft Office

Education

Bachelor's degree preferred

1–3 years health/benefits experience

State-specific Life & Health license

Tools

BenefitPoint

Oracle

Job description

Corporate Synergies seeks an Account Manager to oversee day-to-day service activities, supporting Sales, Account Management and Underwriting for a multi-client book. You will manage lifecycle deliverables, build annual roadmaps, and ensure timely, accurate materials and reports while maintaining strong client/vendor relationships.

You will analyze client goals, coordinate with carriers, and identify upsell opportunities, ensuring renewal targets and client satisfaction across all lines of