Account Manager, Employee Benefits

We are seeking a highly organized, proactive, and client-focused Employee Benefits Account Manager. This role serves as the primary owner of service execution, renewal timelines, implementations, and day-to-day client support.

Working in partnership with Account Executives, the Account Manager ensures all client deliverables are completed accurately, efficiently, and on schedule. The ideal candidate thrives in a fast-paced environment, excels at managing multiple priorities, and takes ownership of creating an exceptional client experience.

Requirements

Essential Responsibilities

Client Service & Relationship Management

• Serve as the primary day-to-day contact for assigned clients. • Build and maintain strong relationships with client contacts, carrier representatives, and vendor partners.
• Respond to client inquiries regarding eligibility, billing, claims, plan administration, and other service-related matters.
• Proactively communicate timelines, deliverables, and next steps to ensure clients remain informed and confident throughout the year.
• Manage client expectations while delivering a consistent, high-quality service experience.

• Own the renewal process from initiation through implementation.
• Establish and manage renewal timelines to ensure all deliverables are completed on schedule.
• Lead renewal execution, carrier marketing efforts, implementation activities, and ongoing service delivery.
• Prepare renewal analyses, benchmarking reports, presentations, and supporting materials.
• Partner with Account Executives to execute renewal strategies and recommendations.
• Document decisions, activities, and renewal progress within agency systems.
• Attend and participate in client meetings (travel may be required).
• Present at open enrollment education meetings (travel may be required).

• Coordinate implementation activities for new and renewing clients.
• Manage carrier paperwork, enrollment materials, and implementation timelines.
• Partner with internal resources and carrier representatives to ensure successful onboarding and transitions.
• Monitor project milestones and proactively address risks that could impact deadlines or client satisfaction.

• Maintain working knowledge of employee benefits regulations, including ACA, COBRA, ERISA, HIPAA, Section 125, and other applicable requirements. • Apply compliance knowledge during renewals, implementations, and plan changes. • Identify situations that may require additional compliance review and engage appropriate internal or external resources. • Stay informed regarding carrier updates, industry trends, and market developments that may impact clients.

• Maintain accurate client records, documentation, and activity tracking within agency management systems. • Follow established workflows, service standards, and departmental processes. • Ensure accuracy and completeness of proposals, contracts, applications, and other client deliverables. • Identify opportunities to improve efficiency, consistency, and the overall client experience.

• Bachelor's degree preferred.
• 3+ years of employee benefits insurance experience.
• Indiana Life & Health Insurance License required.
• Experience supporting fully insured, level-funded, and self-funded benefit programs preferred.

• Strong knowledge of employee benefits products and funding arrangements.
• Excellent organizational and project management skills.
• Ability to manage multiple priorities and competing deadlines.
• Strong communication and relationship-building abilities.
• Demonstrated problem-solving skills and attention to detail. • Proficiency with Microsoft Office Suite and agency management systems.
• Accountable mindset with a proactive approach to client service and continuous improvement.