Senior Account Manager - Group Benefits

Serve as the primary day-to-day contact for assigned employee benefits clients, building strong relationships and delivering timely, professional support.

Manage client inquiries related to benefits, eligibility, enrollment, billing, claims, and coverage questions.

Process policy changes, enrollments, terminations, reinstatements, and other service requests accurately and efficiently.

Partner with carriers and vendors to resolve client issues and ensure service expectations are met.

Support the renewal process by gathering information, preparing materials, coordinating timelines, and assisting with client presentations.

Review plan documents, applications, and policy information to ensure accuracy and completeness.

Maintain accurate client records, documentation, activities, and communications within agency management systems.

Assist with open enrollment preparation, employee communications, and client meetings as needed.

Identify opportunities to enhance client relationships through proactive service, education, and additional coverage solutions.

Collaborate with Producers, Account Executives, carriers, and internal teams to support client retention and growth goals.

3+ years of Employee Benefits account management or client service experience preferred.

Experience working within an insurance agency, brokerage, carrier, or benefits consulting environment.

Active Life & Health Insurance License preferred (or ability to obtain).

Strong understanding of group benefits products including medical, dental, vision, life, disability, and voluntary benefits.

Ability to manage multiple priorities, deadlines, and client needs in a fast-paced environment.

Excellent communication skills with a focus on building relationships and solving problems.

Strong attention to detail and commitment to accuracy.

Comfortable learning and utilizing technology platforms and agency management systems.

Positive, team-oriented mindset with a passion for delivering outstanding client experiences.

You’ll join a growing organization where your ideas matter, your expertise is valued, and you’ll have the opportunity to grow your career while making a meaningful impact for our clients and their employees.