Strategic Benefits Account Manager - Remote/Hybrid

Business Benefits Group; Virginia; Hybrid; USD 70,000 - 95,000; Full time

Job summary

Business Benefits Group is seeking an experienced Benefits Account Manager to ensure client satisfaction and retention. You will oversee pre-renewal workflows, implement carrier renewal strategies, manage open enrollment, and foster strong client relationships.

You will consult on insurance plans, prepare renewal documentation, and coordinate with carriers, vendors, and internal teams to deliver a seamless renewal experience for Virginia-based clients.

Qualifications

• 2+ years in a customer support or account management role in the Employee Benefits Insurance industry.
• Virginia Life and Health Insurance License
• Associate or Bachelor’s degree preferred.

Responsibilities

• Build and nurture client relationships and understand benefits goals.
• Explain advantages and disadvantages of various insurance plans.
• Assist clients through renewal, pre-renewal workflows, and open enrollment.
• Develop renewal strategies aligned with client needs.
• Prepare renewal documents and materials for open enrollment meetings.
• Communicate with carriers and update client records and documents.
• Provide guidance on plan options and cost-savings opportunities.
• Conduct quarterly claims reviews to identify trends.

Skills

Client relationships

Communication

CRM software

MS Office

Attention to detail

Problem solving

Project management

Education

High School Diploma/GED

Virginia Life and Health Insurance License

Associate or Bachelor’s Degree (preferred)

Tools

CRM systems

Microsoft Office Suite

Job description

Business Benefits Group is seeking an experienced Benefits Account Manager to ensure client satisfaction and retention. You will oversee pre-renewal workflows, implement carrier renewal strategies, manage open enrollment, and foster strong client relationships.

You will consult on insurance plans, prepare renewal documentation, and coordinate with carriers, vendors, and internal teams to deliver a seamless renewal experience for Virginia-based clients.