Benefits Account Manager (onsite)

GTM Payroll Services Inc
  • Clifton Park, NY
  • Full-time
  • Quick Apply
30+ days ago

Job Description

Are you passionate about delivering exceptional service in the group benefits space? GTM Insurance Agency LLC, an affiliate of GTM Payroll & HR, is seeking an experienced and client-focused Benefits Account Manager to join our growing team. This is your opportunity to manage a dedicated book of business, make a real impact on client success, and be part of a collaborative and values-driven agency.About the RoleAs a Benefits Account Manager, you will serve as the primary point of contact for our group benefits clients. You'll take the lead in managing day-to-day service needs, coordinating renewals, and ensuring clients receive timely, compliant, and high-quality support across their benefit programs. This role is ideal for someone who thrives on building strong relationships, solving problems, and delivering a stellar client experience.What You'll DoAct as the main liaison between clients, carriers, and internal teams for all benefit-related mattersManage a variety of group benefit plans including medical, dental, vision, life, disability, and voluntary benefitsCoordinate and execute the renewal process: collect quotes, create proposals, and present strategic recommendationsLead open enrollment planning, employee education sessions, and onboarding supportTroubleshoot billing, eligibility, claims, and enrollment issues with carriers and vendorsEnsure accurate and timely delivery of all client materials, including compliance notices and plan documentsKeep up-to-date with regulatory requirements (ACA, COBRA, HIPAA, ERISA) and advise clients accordinglyMaintain detailed records in the agency management systemSupport Producers in developing benefit strategies for prospective clientsWork collaboratively with Account Executives, Producers, and Compliance SpecialistsWhat You Bring2-4 years of experience in group benefits, insurance, or HR benefits administrationDeep understanding of group benefits products, quoting practices, and compliance requirementsFamiliarity with underwriting, renewal cycles, and benefits documentationStrong communication and relationship management skillsHigh attention to detail and excellent problem-solving abilityProficiency in Microsoft Office; knowledge of agency management systems (such as Applied Epic) a plusLife & Health Insurance License (or willingness to obtain within 90 days of hire)Bachelor's degree in Business, HR, or a related field preferredWhat Success Looks LikeClients view you as a trusted advisor and consistently rely on your expertiseYou proactively anticipate client needs and resolve issues before they ariseYou make insurance concepts easy to understand and actionable for clientsYour organizational and time-management skills allow you to juggle multiple priorities smoothlyWhy Join GTM Insurance Agency?At GTM, we prioritize integrity, responsiveness, and long-term partnerships. You'll work in a professional environment that values collaboration, continuous learning, and delivering real results for our clients. We offer competitive compensation, opportunities for professional development, and a supportive team that's invested in your success.Ready to make a difference in the world of employee benefits? Apply today and become part of a team that empowers clients and supports your growth.

Numbers & Facts

LocationClifton Park, NY
Job TypeFull-time

Skills

  • Billingunmatched
  • COBRA (Consolidated Omnibus Budget Reconciliation Act of 1985)unmatched
  • Compensation and Benefitsunmatched
  • Customer Experienceunmatched
  • Customer Relationsunmatched
  • Customer Retention/Renewalunmatched
  • Detail Orientedunmatched
  • ERISA (Employee Retirement Income Security Act of 1974)unmatched
  • Employee Benefitsunmatched
  • Epic Systemsunmatched
  • Establish Prioritiesunmatched
  • HIPAA (Health Insurance Portability and Accountability Act)unmatched
  • Health Informaticsunmatched
  • Health Insuranceunmatched
  • Insuranceunmatched
  • Microsoft Officeunmatched
  • Multitaskingunmatched
  • Onboardingunmatched
  • Problem Solving Skillsunmatched
  • Proposal Writingunmatched
  • Regulatory Requirementsunmatched
  • Relationship Managementunmatched
  • Resolve Customer Issuesunmatched
  • Sales Managementunmatched
  • Service Deliveryunmatched
  • Strategic Planningunmatched
  • Team Playerunmatched
  • Time Managementunmatched
  • Underwritingunmatched

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