Account Manager

Account Manager (Employee Benefits)

📍 Location: Hybrid

🕒 Full-Time

About Us

We are an independent employee benefits brokerage focused on delivering strategic, high-touch service to small and mid-sized employers. Our clients rely on us to navigate complex renewals, funding strategies, and ongoing benefits administration with precision and care.

The Role

We are seeking an experienced Account Manager to take full ownership of a book of small to mid-sized clients. This role is responsible for the entire client lifecycle—from onboarding and implementation through renewal strategy and ongoing service.

Key Responsibilities

• Own and manage a full book of business (small to mid-sized groups) as the primary point of contact
• Lead the entire client lifecycle, including onboarding, implementation, ongoing service, and renewals
• Develop and present renewal strategies, including plan comparisons, contribution modeling, and funding recommendations
• Proactively identify opportunities for plan improvements, cost containment, and enhanced employee experience
• Handle escalated service issues and provide thoughtful, timely resolutions
• Oversee open enrollment planning and execution, including employee communications and meetings as needed
• Review plan documents, contracts, and billing for accuracy
• Ensure compliance support (COBRA, eligibility, basic regulatory guidance) is delivered effectively
• Maintain accurate documentation in agency systems

Qualifications

• 2–4+ years of experience in employee benefits, ideally in a brokerage or consulting role
• Demonstrated ability to manage a book of business independently
• Strong knowledge of medical plans, networks, and funding strategies (fully insured, level-funded, self-funded)
• Experience leading renewals and presenting recommendations to clients
• Excellent communication skills with the ability to translate complex concepts into clear, client-friendly guidance
• Highly organized with strong attention to detail and ability to manage competing priorities
• Proficiency in Excel and benefits administration platforms
• Active Life & Health license required

What We’re Looking For

• Someone who takes true ownership and accountability for their clients
• A proactive, solutions-oriented thinker who anticipates client needs
• Ability to manage busy renewal cycles while maintaining a high level of service
• Strong relationship builder who can earn client trust and operate as an advisor
• Team-oriented mindset with a willingness to collaborate and support colleagues

Why Join Us

• High level of autonomy and ownership over your book
• Direct exposure to strategy, renewals, and client decision-making
• Collaborative, supportive team environment (no silos)
• Opportunity for long-term growth into senior or leadership roles
• Competitive compensation and benefits Bottom of Form