Group Health Benefits Account Manager

Job description:

The Account Manager is the primary client relationship manager for a designated book of business within our Group Benefits Division.

The ideal candidate demonstrates outstanding communication skills with clients, carriers, broker partners, and internal teams, along with well-developed and confident presentation abilities. Success in this role requires a proactive, solutions-oriented mindset, strong attention to detail, and excellent organizational and time management skills to effectively support multiple client accounts.

Key Responsibilities

Serve as the main contact for Agency assigned clients, building long-term, trusted relationships

For PEO assigned clients, coordinate with PEO Client Experience Team & Benefit Operations to ensure client needs are met

Manage annual renewals and new client proposals, including data collection, and presentations

Coordinate implementation of new plans and carriers, including enrollment and communication support

Prepare and review insurance quotes, proposals, and policy documents

Advise clients on benefit plan design and funding strategies

Handle ongoing escalated service needs such as eligibility changes, billing issues, claims, and vendor coordination

Maintain accurate and timely client records in the agency management systems

Stay current on insurance products, market trends, and regulatory changes

Stay current on market trends, carrier products, and regulatory changes

Key Strengths

Excellent communication skills with clients, carriers, broker partners and internal teams

Well developed & confident presentation skills

Proactive problem-solving and support expertise

High attention to detail and accuracy

Strong time management skills and ability to handle multiple accounts