What are the responsibilities and job description for the Employee Benefits Account Manager position at Bryson?
Bryson specializes in Employee Benefits, Retirement Planning, Property & Casualty, Life Insurance, and Wealth Management Services. We pride ourselves in delivering the Bryson WOW, which is our commitment to service excellence.
Position Purpose & Focus
As the Employee Benefits Account Manager, you will manage a portfolio of local and national employer group clients, with account volume and scope determined by the size, complexity, and strategic needs of each account. This role serves as a primary relationship manager, partnering closely with clients to deliver exceptional service, proactive support, and strategic employee benefits solutions. Success in this role requires strong client stewardship, effective issue resolution, and the ability to manage multiple priorities while maintaining Bryson’s high service standards.
Essential Duties and Responsibilities
•Own day-to-day service and overall experience for dedicated accounts
•Serve as the point of contact for clients, producers, insurance carriers, and internal partners.
•Build strong client relationships and proactively identify challenges, delivering strategic, solution-oriented recommendations
•Identify issues, develop strategic solutions, and communicate recommendations to clients.
•Lead renewal strategy, including analysis of plan options and consultative presentation of recommendations
•Communicate timelines, due dates, and expectations to clients and partners
•Schedule and lead client meetings, open enrollment sessions, and education meetings.
•Effectively install new group insurance contracts for new and existing clients.
•Educate clients on compliance measures such as ACA, ERISA, COBRA, and FMLA
•Ensure clients are aware of all the resources provided by Bryson.
•Maintain expertise in benefits administration systems and provide support to clients in utilizing this technology
Qualifications | Competencies | Success Factors
Qualifications:
•High level of technical insurance knowledge
•4 years' experience as an Account Manager
•Active Life & Health Insurance License
•Bachelor’s degree preferred
•Demonstrated professional judgment and integrity
•Expertise in client service delivery
•Strong business acumen with the ability to understand client needs
•Excellent interpersonal skills with a polished demeanor
•Travel to clients; required
Competencies:
Proactive and self-motivated; ability to work independently with minimal oversight
Possess a strong teamwork orientation
Demonstrate strong prioritization and multitasking skills
Organized with excellent verbal and communication skills
Computer proficient with excellent technological skills including proficiency in Microsoft Office applications
Ability to easily adopt and work with all software platforms used at Bryson, namely EPIC
Success Factors
Proficient in Microsoft Office and EPIC applications
Excellent customer relationship skills, and proven ability to professionally interact with prospects, clients, and vendors
Ethical business standards and transparency
Promote open communication and high morale
Adoption of the Bryson “WOW” service model. The 5 pillars of the WOW are personal touch, personal accountability, continual development of intellectual capital, resolution and delivering value.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.
This is largely a sedentary role Monday-Friday 8am -5pm; however, the physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk and hear. The employee frequently is required to use hands or finger, handle or feel objects, tools or controls. The employee is occasionally required to stand, walk, sit, reach with hands and arms, climb or balance and stoop, kneel, crouch, and crawl. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.