What are the responsibilities and job description for the Account Manager position at Armed Forces Benefits Assoc.?
About the Role
Are you passionate about building relationships, delivering exceptional client service, and helping businesses maximize the value of their employee benefits programs? We are seeking an Account Manager to support the retention, growth, and ongoing service of our Worksite business.
In this role, you will serve as a trusted partner to employer groups and brokers after the sale, ensuring a seamless client experience while proactively managing renewals, identifying growth opportunities, and coordinating solutions across internal teams. You'll work closely with Regional Marketing Directors, Operations, Claims, Billing, Implementation, and Client Services leadership to strengthen client relationships, drive revenue growth, and support long-term business success.
This is an excellent opportunity for a relationship-focused professional who enjoys balancing strategic account management with hands-on client support in a fast-paced, collaborative environment.
What You'll Do- Lead the renewal process for assigned employer groups, ensuring a proactive and organized experience for clients and brokers.
- Identify opportunities to expand existing accounts through additional lines of coverage, increased participation, and enrollment growth.
- Partner with Regional Marketing Directors to support retention strategies, account expansion, and broker relationship management.
- Serve as a primary point of contact for employer groups and brokers regarding service-related matters, including enrollment, billing, claims, policy administration, and portal support.
- Coordinate and resolve client service issues by collaborating with internal teams and ensuring timely follow-up and communication.
- Support new business implementations and help ensure a successful transition from the sales process to ongoing account management.
- Facilitate broker and client meetings related to renewals, enrollment planning, service reviews, and growth initiatives.
- Prepare and communicate renewal information, product updates, and account-related communications.
- Maintain accurate records of account activity, service requests, growth opportunities, and renewal status.
- Monitor client trends, service concerns, and retention risks and recommend solutions to improve outcomes.
- Participate in process improvement initiatives that enhance the client experience and operational efficiency.
- Travel periodically to support broker meetings, employer group visits, enrollments, and internal meetings (approximately 10–15%).
- 3–5 years of experience in account management, client service, employee benefits, insurance, financial services, or a related field.
- Experience supporting brokers, employer groups, renewals, enrollment platforms, or insurance operations is strongly preferred.
- Bachelor's degree in Business, Marketing, Communications, Finance, Insurance, or a related discipline preferred.
- Life and Health insurance license preferred or the ability to obtain one within a company-established timeframe.
- Strong relationship-building skills with the ability to establish trust and credibility with clients, brokers, and internal partners.
- A customer-focused mindset paired with a strong understanding of retention and account growth strategies.
- Excellent communication and presentation skills, with the ability to explain complex information in a clear and professional manner.
- Strong organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines simultaneously.
- Sound judgment, problem-solving ability, and a proactive approach to resolving issues.
- Experience using Microsoft Office, CRM systems, enrollment platforms, and client management tools.
- Ability to work independently while collaborating effectively across Sales, Operations, Billing, Claims, Implementation, and Client Services teams.
- A positive, adaptable attitude and willingness to contribute to process improvements and organizational growth.
About Armed Forces Benefit Association (AFBA) and 5Star Life
In 1947, AFBA emerged from the basement of the Pentagon to solve a critical need in support of the military. More than 75 years later, our commitment to those who serve and to solving their unique problems remains core to everything we do. Founded to provide military members with a death benefit no one else would, we continue to embrace our mission and deliver benefits tailored to the real-life needs of all who serve today, including active duty, National Guard, and first responders. Providing protection to those who go in harm’s way, we ensure survivor and other benefits are available to all who serve, defend, and protect our great nation, no matter what. 5Star Life Insurance Company was founded in service and carry that mission today by committing to serve those who serve, from underwriting benefits for military and first responder families to providing coverage to the employees that keep our communities running. Our commitment to our communities – rather than the bottom line- drives our business.
Benefits we offer:
- health insurance (medical, dental, and vision)
- flexible spending accounts (medical and dependent care)
- 401k plan with generous employer match
- paid time off
- paid holidays (12)
- life insurance
- short- and long-term disability insurance
- employee assistance program
- professional development & tuition reimbursement
- career growth opportunities
- on-site gym and locker rooms (Alexandria, VA office only)
- friendly, collaborative culture
Qualified people of all races, ethnicities, ages, sex, genders, sexual orientations, national origins, gender identities, marital status, religions, veterans' statuses, disabilities, and any other protected classes are strongly encouraged to apply. As an equal opportunity workplace, we are committed to creating an inclusive environment for all employees. AFBA and 5Star Life Insurance Company endeavors to make reasonable accommodations to the known physical or mental limitations of qualified applicants with a disability unless the accommodation would impose an undue hardship on the operation of our business. If an applicant believes they require such assistance to complete the application or to participate in an interview, or has any questions or concerns, they should contact Human Resources (hr@afba.com). EEO is the Law (Link to external DOL site). AFBA and 5Star Life Insurance Company is an Equal Opportunity Employer and an E-Verify Employer.
Salary : $54,000 - $65,000