Employee Benefits Account Manager

Benefits Account Manager Harrison Gray Search has partnered with an award-winning, privately held insurance and financial services firm to find an experienced Benefits Account Manager . Our client is a premier, all-lines broker that has been recognized as a "Best Place to Work" and holds a gold standard for excellence in customer service. Role Overview The Benefits Account Manager is a client-facing professional responsible for managing the daily operations and serving as the primary point of contact for an assigned book of business. This role involves high-level collaboration with Account Executives throughout the pre-renewal, renewal, and post-renewal phases to ensure a seamless client experience.

Key Responsibilities Account Management:

Act as the main day-to-day contact for clients, managing operations and leading service calls.

Marketing & Analysis:

Manage renewal and new business carrier marketing and analysis using established workflows.

Implementation & Audits:

Spearhead carrier and vendor implementation and facilitate post-renewal audits.

Communication:

Create benefits communication materials and presentations for clients.

Issue Resolution:

Handle escalated billing, eligibility, and claim requests, and resolve any carrier or vendor errors.

Leadership:

Educate, train, and mentor team members while delegating tasks as appropriate.

Documentation:

Maintain accurate records of all activities in the agency management system.

Qualifications Licensing:

Must hold an active Life & Health Insurance license.

Professional Experience:

At least 5 years of experience in employee benefits service.

Market Expertise:

A minimum of 2-3 years of experience managing a book of business in the 50+ lives market.

Technical Skills:

Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint) and experience with agency management systems.

Preferred Knowledge:

Experience with level-funded and self-funded plans is preferred.

Location:

Local residency (MD, DC, VA) is preferred to attend open enrollment meetings as needed.

Compensation & Culture Work Environment:

This is a hybrid role within a supportive and professional organization.

Pay:

Salary is commensurate with qualifications and experience.

Incentives:

Bonus opportunities are available based on retention, new business, and client satisfaction goals.

Benefits:

A comprehensive package is offered, including health, dental, life insurance, 401K, and disability coverage.