A growing employee benefits consulting and brokerage organization is seeking an experienced Account Manager to support and manage a book of large-group clients (51+ lives), including both fully insured and self-funded programs. This individual will serve as a trusted advisor to clients, oversee day-to-day account management activities, and play a key role in maintaining long-term client relationships.
Key Responsibilities
Serve as the primary day-to-day contact for client service needs while providing administrative support for an assigned book of business.
Maintain an active Life & Health license.
Manage client onboarding, renewals, open enrollment meetings, and ongoing client meetings.
Lead renewal strategy and execution, including preparing RFPs, gathering and evaluating carrier proposals, developing renewal recommendations, and presenting options to clients.
Resolve complex service issues, including claims-related concerns, while escalating matters when appropriate.
Oversee client compliance initiatives, including annual compliance reviews and Health & Welfare plan compliance requirements.
Maintain accurate and timely records within agency management and benefits administration systems.
Coordinate employee communications and enrollment-related materials.
Build and maintain strong relationships with clients, carriers, vendors, and other business partners.
Educate clients on industry trends, legislative updates, and market developments.
Review contracts and assist with carrier and vendor negotiations.
Support vendor management initiatives on behalf of clients.
Prepare and review utilization and reporting analytics with clients.
Manage and maintain client benefits administration platforms and portals.
Identify opportunities to expand services and introduce additional lines of coverage.
Participate in ongoing professional development, including industry certifications, training programs, seminars, and continuing education.