Voluntary Benefits Account Manager

Employees First; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a Voluntary Benefits Account Manager to support internal teams and manage multiple accounts. This role requires a detail-oriented individual with strong project management skills, capable of collaborating across functions and delivering results. The ideal candidate will have a solid background in Voluntary Benefits and will be responsible for preparing client reports, drafting project plans, and utilizing tools like HubSpot for data management. Join a dynamic team where your contributions will enhance the efficiency of account management processes and support the growth of innovative employee benefits solutions.

Qualifications

• Bachelor’s degree in business or related field with 7+ years of relevant experience.
• Strong background in Voluntary Benefits is a must.

Responsibilities

• Manage day-to-day operations of multiple accounts and streamline account management.
• Prepare status reports for clients and draft project plans with attention to detail.

Skills

Project Management

Analytical Skills

Collaboration

Communication Skills

Adaptability

Microsoft Excel

Microsoft PowerPoint

Education

Bachelor’s degree in business or related field

7+ years of relevant work experience

Tools

HubSpot

Content Snare

Smartsheet

Job description

Position Summary: The Voluntary Benefits Account Manager role requires an organized, analytical, detail-oriented, collaborative self-starter with experience in a consulting/brokerage organization who can shift between several different projects as an overall support for internal team leaders and sales. The Voluntary Benefits Account Manager will be responsible for managing day-to-day operations of multiple accounts. The ideal candidate will be able to aid in streamlining the account management operations, processes and procedures including meeting agenda, notes, project plan and status templates. Additionally, this role will lead the creation of client facing reports, such as quarterly business reports and stewardship reports. This role may include attending prospect meetings in person or virtually and aiding in the sales to implementation phase. The Voluntary Benefits Account Manager role includes implementing the E1 captive model solution as well as understanding how the voluntary benefits work in the greater ecosystem of employee benefits.

Key Responsibilities:

• Project Management: Well organized, detail oriented and strong project management skills. Managing priorities, communicating potential delays, and delivering results on time.
• Cross-Functional Collaboration: Provide support to sales, marketing, operations, and implementation teams on a project-based basis using polished and well developed written and verbal communication skills.
• Status Reports: Prepare status reports for clients, taking initiative to summarize implications of all results.
• Drafting Project Plans: Drafting and updating project plans to share with both internal and external audiences, using attention to detail and an eye for quality control and excellence in all work output.
• Support Intellectual Capital Development: Test intellectual capital analysis tools for internal product and process improvement purposes, suggesting ways to continuously improve both quality and efficiency.
• HubSpot Data Manager: Provide support to sales and operations in HubSpot as well as organizing the data and notes in HubSpot.

Education/Experience: Bachelor’s degree in business, accounting, project management or any other major with quantitative course work and/or 7+ years of relevant work experience in a consulting/brokerage, finance, or insurance setting. A strong background in Voluntary Benefits is a must.

Certificates and Licenses: Preferred but not required - PMP

Qualifications: Adaptability to be able to work within a fast-paced start-up environment, managing several deadlines from different internal teams simultaneously. Excellent Microsoft Office skills, particularly in Excel and PowerPoint. Openness to mastering HubSpot, Content Snare, and Smartsheet software tools.

Supervisory Responsibilities: None

Work Environment: Remote; Ability to travel as needed

Time Zone Requirement: CT or ET business hours

Physical Demands: None

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Sales and Business Development
• Industries: Insurance