Employee Benefits Account Manager (Select Business Unit)

Description

Summary

Our Select Business Unit specializes in providing employee benefits solutions to small groups ranging from 2 to 100 employees. The Employee Benefits Account Manager in this division is responsible for managing a mix of accounts—some in partnership with an Account Executive and others independently. This role includes coordinating renewals and marketing efforts, serving as the primary point of contact for day-to-day service needs, and ensuring clients receive responsive, personalized support. Success in this position requires a strong understanding of benefits products, attention to detail, and the ability to build and maintain trusted client relationships.

Standards of Performance

• Consistently adhere to high professional standards, exemplifying the company's mission and core values in all daily activities.
• Maintain strict confidentiality regarding all information concerning clients, carriers, and other sensitive company related information.
• Exhibit leadership qualities and set a positive example for others, inspiring team members to excel and fostering a culture of continuous improvement.
• Demonstrate outstanding customer service skills both internally and externally through effective communication, respect, and integrity in all interactions.
• Demonstrate a proactive commitment to personal and professional development by actively seeking out and engaging in various learning opportunities. This includes participating in relevant training programs, attending workshops, seminars, and webinars, and regularly reading articles in industry publications to stay updated with the latest trends and best practices.
• Display a positive and respectful attitude while working collaboratively with colleagues, actively contributing as a team member to achieve departmental and companywide objectives.

Essential Duties & Responsibilities

• Collaborate with Account Executives to manage client relationships, delivering exceptional service throughout all phases of the client lifecycle.
• Independently manage a designated book of business, ensuring timely and effective support for all client needs.
• Develop and execute strategic plans for new and renewing benefit programs, including timelines, project plans, and client presentations.
• Lead and coordinate the renewal, RFP, and marketing process—analyzing carrier options, negotiating rates, and recommending plan designs that align with client goals.
• Serve as the primary point of contact for benefit-related inquiries, supporting clients with plan administration, claim issues, eligibility, and compliance.
• Partner with Account Executives to implement wellness initiatives and manage regulatory requirements such as ACA, COBRA, and ERISA compliance.
• Prepare and deliver client materials including service calendars, stewardship reports, and claims/utilization reporting.
• Coordinate and manage all aspects of Open Enrollment, including employee education sessions and the creation of communication materials.
• Ensure accurate and timely delivery of carrier documents, plan summaries, and compliance notices in accordance with applicable laws and regulations.
• Build and maintain strong relationships with carriers, vendors, and internal teams to support client objectives and resolve issues efficiently.
• Assist with benefit technology implementations and renewals by coordinating with internal technology and implementation teams.
• Identify opportunities to enhance the client relationship through additional services, products, or process improvements.
• Stay current on industry trends, regulatory updates, and emerging benefit strategies; educate clients accordingly.
• Serve as a subject matter expert in at least one area of benefits, acting as a resource for both clients and internal team members.
• Maintain organized and accurate documentation within the Agency Management System.
• Participate in department initiatives, team meetings, and ongoing professional development to enhance knowledge and contribute to team success.
• Perform other duties as needed to meet the evolving needs of clients and the department.

Requirements

Qualifications/Requirements

• Bachelor's degree in business, human resources, healthcare administration, or other related fields is preferred.
• A minimum of 3 years of relevant experience in the insurance industry, with a focus on employee benefits account management.
• Hold current and valid California Life/Health insurance license.
• Hold at least one professional designation, such as CEBS, GBA, REBC or other relevant programs or the ability and willingness to attain designation within 18 months.
• In-depth understanding of employee benefits insurance products, coverages, and policies.
• Excellent communication and customer service skills, with the ability to build and maintain strong client relationships.
• Strong analytical and problem-solving skills to conduct risk assessments, analyze coverage needs, and propose suitable solutions.
• Ability to manage multiple client accounts simultaneously, ensuring accurate and timely policy processing and documentation.
• Demonstrate ability to work collaboratively with colleagues and underwriters to achieve departmental and company goals.
• Proficiency with the Microsoft Office Suite. Prior experience with AMS 360 and Image Right preferred.
• Proficiency in orchestrating and hosting virtual meetings using platforms like Teams and Zoom, encompassing the capability to share screens and deliver presentations (e.g., PowerPoint, Proposals, etc.).

Physical Demands & Work Environment

• Ability to sit for extended periods and perform computer-related tasks.
• Must have the ability to push, pull, lift, and carry up to 25 pounds.
• Occasional bending, reaching, and stretching to retrieve files or items from shelves or cabinets.
• Ability to operate office equipment such as photocopiers, scanners, and printers.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.