Benefits Account Manager (onsite)

GTM Payroll Services Inc
  • Clifton Park, NY
    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 Role

    As 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 Do

    • Act as the main liaison between clients, carriers, and internal teams for all benefit-related matters
    • Manage a variety of group benefit plans including medical, dental, vision, life, disability, and voluntary benefits
    • Coordinate and execute the renewal process: collect quotes, create proposals, and present strategic recommendations
    • Lead open enrollment planning, employee education sessions, and onboarding support
    • Troubleshoot billing, eligibility, claims, and enrollment issues with carriers and vendors
    • Ensure accurate and timely delivery of all client materials, including compliance notices and plan documents
    • Keep up-to-date with regulatory requirements (ACA, COBRA, HIPAA, ERISA) and advise clients accordingly
    • Maintain detailed records in the agency management system
    • Support Producers in developing benefit strategies for prospective clients
    • Work collaboratively with Account Executives, Producers, and Compliance Specialists

    What You Bring

    • 2-4 years of experience in group benefits, insurance, or HR benefits administration
    • Deep understanding of group benefits products, quoting practices, and compliance requirements
    • Familiarity with underwriting, renewal cycles, and benefits documentation
    • Strong communication and relationship management skills
    • High attention to detail and excellent problem-solving ability
    • Proficiency in Microsoft Office; knowledge of agency management systems (such as Applied Epic) a plus
    • Life & Health Insurance License (or willingness to obtain within 90 days of hire)
    • Bachelor's degree in Business, HR, or a related field preferred

    What Success Looks Like

    • Clients view you as a trusted advisor and consistently rely on your expertise
    • You proactively anticipate client needs and resolve issues before they arise
    • You make insurance concepts easy to understand and actionable for clients
    • Your organizational and time-management skills allow you to juggle multiple priorities smoothly

    Why 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

    Skills

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

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