Senior Benefits Account Manager

The Senior Benefits Account Manager serves as a strategic partner to clients by delivering consultative, timely, and high-quality service for a portfolio of employee benefits accounts. This role partners closely with Benefits Consultants/Producers to manage complex renewals, support compliance initiatives, coordinate service deliverables, and act as a senior day-to-day resource for clients, carriers, vendors, and internal team members.

The Senior Benefits Account Manager is expected to independently manage client relationships, provide technical expertise, support departmental initiatives, and mentor junior team members while maintaining a high standard of professionalism and client service.

FLSA Category: Exempt

Essential Duties And Responsibilities

• Serve as the primary day-to-day contact and strategic service lead for assigned clients, ensuring a high level of client retention and satisfaction.
• Develop and maintain strong relationships with client HR contacts, executive leadership, carriers, and vendor partners.
• Provide proactive and consultative support regarding benefit administration, service issues, market trends, and employee benefits strategies.
• Resolve complex client issues related to billing, eligibility, claims escalations, vendor administration, and plan operations.
• Ensure a high level of responsiveness, professionalism, accountability, and follow-through.
• Anticipate client needs and identify opportunities to improve service delivery and client experience
• Lead the renewal process for assigned clients in partnership with the Benefits Consultant/Producer.
• Coordinate Open Enrollment timelines, logistics, employee communications, and enrollment strategies.
• Review benefit guides, employee communications, and enrollment materials for accuracy and quality.
• Conduct or assist with employee meetings, client presentations, and enrollment support as needed.
• Utilize systems and technology platforms to support benefit offerings and account management, including Alex, EPIC, HRIS systems, and payroll platforms.
• Maintain strong working knowledge of employee benefits compliance concepts, including ACA, ERISA, COBRA and State Continuation, HIPAA, Section 125 regulations.
• Provide clients with compliance-related support and appropriately escalate complex compliance issues.
• Stay informed regarding legislative updates, carrier changes, and industry trends impacting employee benefits.
• Ensure client files, documentation, and records are accurate, complete, and organized in accordance with agency standards.
• Maintain accurate client documentation within agency management system (EPIC).
• Track deliverables, timelines, and service requests to ensure timely completion and exceptional client service.
• Collaborate with Producers, Consultants, and internal teams to support overall client strategy and retention efforts.
• Serve as a mentor and resource for Account Managers and support staff.
• Assist with onboarding, training, and sharing best practices within the department.
• Participate in team meetings, departmental initiatives, and continuous improvement efforts.
• Support leadership with special projects and operational initiatives as needed.

Qualifications

KNOWLEDGE REQUIREMENTS

• 5+ years of experience in employee benefits account management or related role within an insurance agency or brokerage environment
• Strong working knowledge of employee benefits products, including medical, dental, vision, life, disability, and voluntary benefits
• Experience independently managing mid-size to large group clients in addition to small group clients
• Professional designation preferred.

Skill Requirements

• Proficient in Microsoft Office Suite
• Familiar with Epic, Zywave, JellyVision, and other HRIS systems
• Internet navigation and research
• Strong analytical and problem-solving skills
• Exceptional communication and presentation abilities
• Relationship building and client service oriented
• Ability to manage multiple projects and deadlines
• High attention to detail and accuracy
• Team collaboration and leadership support

Ability Requirements

• Ability to work independently and collaboratively in a fast-paced environment
• Strong organizational and time management skills
• Commitment to continuous improvement and professional development
• High attention to detail and accountability
• Client-focused mindset with the ability to anticipate needs
• Dedication to high-quality service and team success

License Requirements

• Valid Maryland Life, Accident, and Health Insurance License

Join a Top Workplace and Make an Impact!

Diversified Insurance, a top workplace in 2023 and 2024, and a leader in innovative insurance solutions, is seeking a Senior Benefits Account Manager to join our award-winning team. You will partner with the Benefits team to efficiently manage and direct clients with their new and renewal process. Your goal is to maintain and nurture new and existing client relationships with an analytical and partnership-oriented strategy.

Why Join Diversified Insurance?

• Be part of a company that values its team members and invests in their success.
• Work in a highly collaborative culture that supports professional growth.
• Engage with a dynamic team dedicated to delivering excellence.
• Enjoy a competitive salary, comprehensive benefits package, and career development opportunities.
• DII takes work-life balance seriously, so we offer paid time off, a 35-hour workweek, weekends off, and the ability to choose a hybrid work schedule following a review after the first 90 days.

Benefits

• Health, Dental, Vision insurance
• Retirement plan
• Paid time off

If you are a proactive Senior Benefits Account Manager who thrives in a fast-paced environment and is passionate about both people and process, we would love to hear from you! Apply now to become a part of the Diversified Insurance team.

Diversified Insurance is an equal opportunity employer committed to creating an inclusive environment for all team members.